Shirley Horner signed Indevco North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Indevco North America, Inc.'s EIN is 46-3100374.
Download the official 2024 Form 5500 (PDF) for Indevco North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Indevco North America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $16K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, NATIONAL ASSOCIAT |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 16-1486454 |
| — |
| INVESTMENT ADVISORY |
| $15K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option (1) | Common Stocks | — | — | $2.0M | 23.1% | |
| JP Morgan JPMorgan Large Cap Growth Fund (1) | Other securities | — | — | $873K | 10.0% | |
| (1) Separate Account - Z | Pooled Separate Accounts | — | — | $827K | 9.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $827K | 9.4% | |
| Franklin Templeton Investments Putnam Large Cap Value Fund (1) | Mutual Funds | — | — | $760K | 8.7% | |
| Fidelity 500 Index Fund (1) | Common Collective Trusts | — | — | $607K | 6.9% | |
| Fidelity US Bond Index (1) | Mutual Funds | — | — | $507K | 5.8% | |
| PGIM Investments PGIM Total Return Bond Fund (1) | Other securities | — | — | $444K | 5.1% | |
| MFS Investment Management MFS Institutional Trust-MFS International Equity Fund (1) | Mutual Funds | — | — | $436K | 5.0% | |
| American Funds New World Fund Inc (1) | Mutual Funds | — | — | $431K | 4.9% | |
| Fidelity International Index Fund (1) | Common Collective Trusts | — | — | $391K | 4.5% | |
| Participant notes receivable Loans bearing interest at rates ranging from 4.25% to 9.5%, to be repaid through 2029 - | Bonds / Notes | — | — | $273K | 3.1% | |
| Fidelity Mid Cap Index Fund (1) | Common Collective Trusts | — | — | $213K | 2.4% | |
| Fidelity Small Cap Index Fund (1) | Common Collective Trusts | — | — | $202K | 2.3% | |
| MFS Investment Management MFS Mid Cap Value Fund (1) | Mutual Funds | — | — | $202K | 2.3% | |
| Principal Life Insurance Company Vaughan Nelson/H&W - Principal SmallCap Value II (1) Separate Account-Z | Pooled Separate Accounts | — | — | $194K | 2.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $194K | 2.2% | |
| Blackrock Mid-Cap Growth Equity Portfolio (1) | Other securities | — | — | $147K | 1.7% | |
| American Century Investments American Century Small Cap Growth Fund (1) | Other securities | — | — | $145K | 1.6% | |
| American Funds American Funds 2030 Target Date Retirement Fund (1) | Mutual Funds | — | — | $44K | 0.5% | |
| American Funds American Funds 2010 Target Date Retirement Fund (1) | Mutual Funds | — | — | $15K | 0.2% | |
| (E) | Other securities | — | — | $13K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $13K | 0.1% | |
| American Funds American Funds 2025 Target Date Retirement Fund (1) | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds American Funds 2040 Target Date Retirement Fund (1) | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Funds 2035 Target Date Retirement Fund (1) | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Funds 2020 Target Date Retirement Fund (1) | Mutual Funds | — | — | $2K | <0.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
