Holly Brumfield signed Specialty Welding and Turnarounds, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Specialty Welding and Turnarounds, LLC's EIN is 46-3110540.
Download the official 2024 Form 5500 (PDF) for Specialty Welding and Turnarounds, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Specialty Welding and Turnarounds, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $10.7M | 24.4% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $7.1M | 16.3% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.4M | 10.1% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.3M | 9.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.9M | 6.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 5.7% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 3.9% | |
| AB, LP Large Cap Growth Z Fund | Other securities | — | — | $1.6M | 3.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.4M | 3.3% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.4M | 3.2% | |
| Notes Receivable from Participants 3.25% - 8.50% | Bonds / Notes | — | — | $1.3M | 2.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $751K | 1.7% | |
| Standard Insurance Company Stable Asset Fund A | Common Stocks | — | — | $678K | 1.6% | |
| Dimensional Fund Advisors US Large Cap Value I Fund | Mutual Funds | — | — | $438K | 1.0% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $419K | 1.0% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $305K | 0.7% | |
| T. Rowe Price Integrated U.S. Small-Cap Gr Equity I | Other securities | — | — | $241K | 0.6% | |
| * Principal Fixed Income Guaranteed Option Guaranteed investment contract, at contact value | Guaranteed Income / GIC | — | — | $227K | 0.5% | |
| Fidelity Small Cap index Fund | Common Collective Trusts | — | — | $212K | 0.5% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $207K | 0.5% | |
| American Funds New World Fund | Mutual Funds | — | — | $201K | 0.5% | |
| BlackRock Advisors, LLC iShares Developed Real Estate Index Fund | Mutual Funds | — | — | $176K | 0.4% | |
| PGIM Investments, LLC High Yield R6 Fund | Other securities | — | — | $74K | 0.2% | |
| Dimensional Fund Advisors US Targeted Value I Fund | Mutual Funds | — | — | $71K | 0.2% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $58K | 0.1% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $49K | 0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $43K | <0.1% | |
| (E) | Other securities | — | — | $38K | <0.1% | |
| American Funds Capital World Bond Fund | Mutual Funds | — | — | $38K | <0.1% | |
| PGIM Investments, LLC Total Return Bond R6 Fund | Other securities | — | — | $37K | <0.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $26K | <0.1% | |
| Hartfold Mutual Funds Hartfold Schroders International Multi-Cap Value Fund | Other securities | — | — | $19K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $17K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1K | <0.1% |
