Jaime Elgas signed Foley Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foley Industries, Inc.'s EIN is 48-1043293.
Download the official 2024 Form 5500 (PDF) for Foley Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foley Industries, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $141K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $17.7M | 13.8% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $16.4M | 12.8% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $13.9M | 10.8% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $10.6M | 8.3% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $10.2M | 8.0% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $8.2M | 6.4% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $7.0M | 5.4% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.2M | 4.8% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $5.4M | 4.2% | |
| Collective Investment Trusts AllianceBernstein AB US Large Cap Growth CIT | Common Collective Trusts | — | — | $4.2M | 3.3% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $4.2M | 3.3% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $3.8M | 2.9% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.0M | 2.4% | |
| Notes Receivable from Participants Promissory notes, maturities through 2035, interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $2.8M | 2.2% | |
| Capital Research and Management American Funds New Perspective R6 Fund | Mutual Funds | — | — | $2.6M | 2.0% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.1M | 1.6% | |
| Fidelity Management and Research Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 1.6% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.8M | 1.4% | |
| JP Morgan JP Morgan Equity Income Fund R6 | Other securities | — | — | $1.7M | 1.4% | |
| Janus Henderson Janus Henderson Venture Fund N | Mutual Funds | — | — | $1.2M | 0.9% | |
| Victory Capital Management Victory Sycamore Established Value Fund R | Other securities | — | — | $969K | 0.8% | |
| Capital Research and Management American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $912K | 0.7% | |
| Fidelity Management and Research Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $855K | 0.7% | |
| Fidelity Management & Research Fidelity International Index Fund | Common Collective Trusts | — | — | $846K | 0.7% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $727K | 0.6% | |
| PGIM TOTAL RTRN BND CIT CLS R GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $631K | 0.5% | |
| Fidelity Management and Research Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $560K | 0.4% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $463K | 0.4% | |
| Principal Financial Group Principal Real Estate Fund | Common Stocks | — | — | $445K | 0.3% | |
| Principal Global Investors Trust Company Principal LargeCap S&P 500 Index Separate Account | Pooled Separate Accounts | — | — | $345K | 0.3% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $345K | 0.3% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $167K | 0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $115K | <0.1% | |
| (E) | Other securities | — | — | $80K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $80K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $69K | <0.1% | |
| Vanguard Group Vanguard Federal Money Market Investor Fund | Mutual Funds | — | — | $64K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $63K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $56K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $50K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $38K | <0.1% | |
| 103(a)(3)(C) – 29 accordance with the Employee Retirement Income Security Act of 1974 (ERISA) Section 103(a)(3)(C) CFR 2520.103-8 | Other securities | — | $3K | $3K | <0.1% | |
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK US DEBT INDEX R FD GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% |
