Kristen Peterson signed ABB/CON-CISE Optical Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ABB/CON-CISE Optical Group LLC's EIN is 51-0626564.
Download the official 2024 Form 5500 (PDF) for ABB/CON-CISE Optical Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ABB/CON-CISE Optical Group LLC'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 | $235K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY CONSULTING GROUP | 33-0818667 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Fixed Income Guarantee Option - | Common Stocks | — | — | $14.9M | 21.9% | |
| Baird Core Plus Bond Inst - | Other securities | — | — | $8.9M | 13.0% | |
| MFS Growth Fund - | Mutual Funds | — | — | $6.8M | 10.0% | |
| Fidelity Investments Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $6.8M | 9.9% | |
| BlackRock Equity Dividend I - | Other securities | — | — | $6.0M | 8.8% | |
| The American Funds American Funds EuroPacific Growth R4 - | Mutual Funds | — | — | $5.8M | 8.4% | |
| PIONEER MLT-SCR FIX INC PRT R1 GREAT GRAY TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $3.9M | 5.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund - | Common Collective Trusts | — | — | $3.0M | 4.4% | |
| Dimensional Fund Advisors DFA Emerging Market Core Equity Fund - | Mutual Funds | — | — | $2.6M | 3.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund - | Common Collective Trusts | — | — | $2.1M | 3.0% | |
| MFS MID CAP VAL FD CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.8M | 2.7% | |
| Participant loans to participants with interest from 4.25% to 10.5% - | Bonds / Notes | — | — | $1.6M | 2.4% | |
| Carillon Eagle Mid Cap Growth CIT Eagle Mid Cap Growth Fund - | Common Collective Trusts | — | — | $1.6M | 2.3% | |
| EAGLE MD CP GRWTH FDS CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.3% | |
| Columbia Funds Columbia Small Cap Value Fund - | Other securities | — | — | $1.3M | 1.9% | |
| CLEARBRIDGE SM CP GRWTH CIT R2 GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $159K | 0.2% |
