Sandra Pulliam signed Mortensen Woodwork, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mortensen Woodwork, Inc.'s EIN is 58-1813682.
Download the official 2024 Form 5500 (PDF) for Mortensen Woodwork, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mortensen Woodwork, 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 CO | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | 37-1808847 | — | 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.
| WILSHIRE ASSOCIATES INCORPORATED |
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | 62-1200951 | — | CONTRACT ADMINISTRATOR | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.0M | 23.6% | |
| PRIN LIFETIME HYB 2035 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.5M | 17.1% | |
| PRIN LIFETIME HYB 2030 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 14.4% | |
| PRIN LIFETIME HYB 2040 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 12.6% | |
| PRIN LIFETIME HYB 2025 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $638K | 7.3% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $437K | 5.0% | |
| PRIN LIFETIME HYB 2045 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $399K | 4.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $375K | 4.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $268K | 3.1% | |
| PRIPRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $256K | 2.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $122K | 1.4% | |
| ISHS US AGG BOND INDEX K FUND | Other securities | — | — | $121K | 1.4% | |
| Various participant loans | Participant loans | — | — | $92K | 1.1% | |
| Various | Other securities | — | — | $35K | 0.4% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | — | $25K | 0.3% | |
| VICTORY INTGRTY MD CP VAL R6 | Other securities | — | — | $14K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $10K | 0.1% | |
| Large Cap Grwth Sep Acct Z | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| PRIN LARGECAP GROWTH 1 SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $815 | <0.1% | |
| FIDELITY MID CP INDEX FUND | Common Collective Trusts | — | — | $494 | <0.1% | |
| FIDELITY GLB EX US INDEX FD | Mutual Funds | — | — | $479 | <0.1% | |
| EUROPACIFIC GROWTH FUND | Other securities | — | — | $467 | <0.1% |
