Angela Gillett signed Challenge Mfg. Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Challenge Mfg. Holdings' EIN is 46-4294293.
Download the official 2024 Form 5500 (PDF) for Challenge Mfg. Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Challenge Mfg. Holdings' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $465K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02-6431084 | — | INVESTMENT ADVISORY | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $8.8M | 9.6% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $8.5M | 9.4% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $7.8M | 8.6% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $7.5M | 8.3% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $7.3M | 8.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $6.1M | 6.7% | |
| Vanguard Total Stock Market Index Admiral | Mutual Funds | — | — | $5.6M | 6.2% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $4.7M | 5.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.7M | 5.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $4.5M | 4.9% | |
| Notes receivable from participants Interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $4.4M | 4.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.4M | 4.8% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $2.9M | 3.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $2.8M | 3.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.7M | 1.8% | |
| BlackRock Equity Dividend K | Other securities | — | — | $1.3M | 1.5% | |
| American Funds American Funds EuroPacific R6 | Mutual Funds | — | — | $1.1M | 1.2% | |
| Vanguard Small Cap Index Admiral Shares | Mutual Funds | — | — | $986K | 1.1% | |
| Janus Henderson Janus Henderson Triton N | Mutual Funds | — | — | $718K | 0.8% | |
| PGIM Investments PGIM Total Return Bond R6 | Other securities | — | — | $600K | 0.7% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $574K | 0.6% | |
| PGIM Investments PGIM Jennison Natural Resources R6 | Other securities | — | — | $551K | 0.6% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $479K | 0.5% | |
| American Funds American Century Mid Cap Value R6 | Mutual Funds | — | — | $459K | 0.5% | |
| Principal Trust Company Principal Lifetime 2070 Separate Account-Z | Pooled Separate Accounts | — | — | $369K | 0.4% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $369K | 0.4% | |
| Macquarie Small Cap Value R6 | Other securities | — | — | $351K | 0.4% | |
| BNY Mellon BNY Mellon Global Fixed Income Y | Other securities | — | — | $338K | 0.4% | |
| Vanguard Total International Stock Index Admiral Shares | Mutual Funds | — | — | $316K | 0.3% | |
| Columbia Threadneedle Columbia Overseas Value Institutional 3 | Other securities | — | — | $312K | 0.3% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $286K | 0.3% | |
| Principal Trust Company Principal LifeTime Strategic Income Separate Account-Z | Pooled Separate Accounts | — | — | $160K | 0.2% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $160K | 0.2% | |
| American Funds American Funds New World R5 6 | Mutual Funds | — | — | $113K | 0.1% | |
| PGIM Investments PGIM Global Real Estate R6 | Other securities | — | — | $97K | 0.1% | |
| (E) | Other securities | — | $68K | $97K | 0.1% | |
| Lord Abbett Lord Abbett Short Duration Income R6 | Mutual Funds | — | — | $68K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
