James Workman signed Biesse America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Biesse America, Inc.'s EIN is 58-1835877.
Download the official 2024 Form 5500 (PDF) for Biesse America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Biesse America, 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 | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.5M | 14.8% | |
| Principal LifeTime Hybrid 2045 CIT | Common Collective Trusts | — | — | $1.7M | 10.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.5M | 8.8% | |
| Principal Large Cap Growth I Separate Account | Pooled Separate Accounts | — | — | $1.5M | 8.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| Principal Global Investors Capital Appreciation Seperate Account | Other securities | — | — | $1.0M | 6.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.0M | 6.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $957K | 5.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $957K | 5.7% | |
| Putnam Large Cap Value Trust IA Fund | Mutual Funds | — | — | $737K | 4.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $737K | 4.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $715K | 4.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $715K | 4.2% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $708K | 4.2% | |
| Victory Sycamore Small Company Opportunity R6 Fund | Common Stocks | — | — | $708K | 4.2% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $680K | 4.0% | |
| Principal LifeTime Hybrid 2060 CIT | Common Collective Trusts | — | — | $680K | 4.0% | |
| Principal LifeTime Hybrid 2050 CIT | Common Collective Trusts | — | — | $571K | 3.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $539K | 3.2% | |
| JP Morgan Investment Management Income Government Bond R6 Fund | U.S. Treasuries | — | — | $539K | 3.2% | |
| Loomis Sayles Small Cap Growth Fund Class N | Other securities | — | — | $511K | 3.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $511K | 3.0% | |
| American Century Investments Mid-Cap Val R6 | Other securities | — | — | $278K | 1.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $278K | 1.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $272K | 1.6% | |
| PGIM Total Return Bond Fund CIT Class LP | Common Collective Trusts | — | — | $272K | 1.6% | |
| Macquarie Emerging Markets Fund Class R6 | Other securities | — | — | $252K | 1.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $252K | 1.5% | |
| John Hancock Advisors LLC Alternative Asset Allocation R6 Fund | Other securities | — | — | $222K | 1.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $222K | 1.3% | |
| Principal Global Investors Equity Income Separate Account | Pooled Separate Accounts | — | — | $208K | 1.2% | |
| Principal Lifetime Hybrid 2065 Cit Z | Common Collective Trusts | — | — | $193K | 1.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $172K | 1.0% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $129K | 0.8% | |
| Principal LifeTime Hybrid 2055 CIT | Common Collective Trusts | — | — | $118K | 0.7% | |
| Principal LifeTime Hybrid Income CIT | Common Collective Trusts | — | — | $108K | 0.6% | |
| Principal LifeTime Hybrid 2025 CIT | Common Collective Trusts | — | — | $64K | 0.4% | |
| Principal Stable Value Z Fund | Stable Value | — | — | $62K | 0.4% | |
| PGIM TOTAL RTRN BND CIT CL LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $62K | 0.4% | |
| Principal Global Investors Mid Cap Separate Account | Pooled Separate Accounts | — | — | $56K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $47K | 0.3% | |
| Principal Global Investors Diversified International Separate Account | Pooled Separate Accounts | — | — | $47K | 0.3% | |
| Participant Loans | Participant loans | — | — | $18K | 0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $0 | <0.1% |
