Brandi Webb signed Control Devices, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Control Devices, LLC's EIN is 56-2660215.
Download the official 2024 Form 5500 (PDF) for Control Devices, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Control Devices, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | 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 HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.4M | 13.4% | |
| Principal Trust Company Target 2030 | Common Stocks | — | — | $2.4M | 13.4% | |
| Principal Trust Company Target 2035 | Common Stocks | — | — | $1.9M | 10.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.9M | 10.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.7M | 9.4% | |
| Principal Trust Company Target 2045 | Common Stocks | — | — | $1.6M | 9.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 9.1% | |
| Principal Life Insurance Company Large Cap Growth | Common Stocks | — | — | $1.5M | 8.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.5M | 8.5% | |
| Principal Trust Company Target 2040 | Common Stocks | — | — | $1.4M | 8.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.4M | 8.1% | |
| Principal Trust Company Target 2025 | Common Stocks | — | — | $1.3M | 7.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 7.5% | |
| Principal Life Insurance Company Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $849K | 4.8% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index | Common Stocks | — | — | $769K | 4.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $769K | 4.3% | |
| Principal Trust Company Target 2050 | Common Stocks | — | — | $604K | 3.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $604K | 3.4% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $561K | 3.2% | |
| Principal Trust Company Target 2020 | Common Stocks | — | — | $539K | 3.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $539K | 3.0% | |
| Notes receivable from participants maturities through October 2029 - | Other securities | — | — | $388K | 2.2% | |
| Principal Trust Company Target 2060 | Common Stocks | — | — | $351K | 2.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $351K | 2.0% | |
| BlackRock Equity Portfolio Mid-Cap Growth | Other securities | — | — | $327K | 1.8% | |
| Principal Trust Company Target 2055 | Common Stocks | — | — | $315K | 1.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $315K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $174K | 1.0% | |
| Principal Trust Company Hybrid Income | Common Stocks | — | — | $144K | 0.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $144K | 0.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $120K | 0.7% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $107K | 0.6% | |
| The American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $96K | 0.5% | |
| American Beacon Funds Small Cap Value R6 | Other securities | — | — | $92K | 0.5% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $78K | 0.4% | |
| Principal Trust Company Target 2065 | Common Stocks | — | — | $77K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $77K | 0.4% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $69K | 0.4% | |
| PIMCO Funds PIMCO Income Institutional | Mutual Funds | — | — | $67K | 0.4% | |
| (E) | Other securities | — | $77K | $41K | 0.2% | |
| PGIM Investments Total Return Bond Fund | Other securities | — | — | $41K | 0.2% | |
| Neuberger Berman Management Neuberger Berman Real Estate R6 | Other securities | — | — | $36K | 0.2% | |
| Principal Trust Company Target 2070 | Common Stocks | — | — | $30K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $30K | 0.2% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $26K | 0.1% | |
| Principal Trust Company Target 2015 | Common Stocks | — | — | $10K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $10K | <0.1% | |
| Oppenheimer Inv Oppenheim Development Markets R6 | Mutual Funds | — | — | $8K | <0.1% | |
| PIMCO Funds PIMCO All Assets Institutional | Mutual Funds | — | — | $6K | <0.1% | |
| Goldman Sachs Asset Management International Small Cap Insights R6 Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
