Michele Vadnais signed B3H Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
B3H Corporation's EIN is 59-3038876.
Download the official 2024 Form 5500 (PDF) for B3H Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)B3H Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $49K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The American Funds Am Funds New Economy R6 Fund | Mutual Funds | — | — | $1.5M | 14.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.4M | 13.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $973K | 9.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $919K | 8.6% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $829K | 7.7% | |
| Calvert Funds Calvert US LC Cr Rsp Idx R6 Fd | Common Collective Trusts | — | — | $618K | 5.8% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $442K | 4.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $407K | 3.8% | |
| PGIM Investments PGIM Jennison Md Cp Gth R6 Fd | Other securities | — | — | $389K | 3.6% | |
| The American Funds Am FdCap Wld Gth and In R6 Fnd | Mutual Funds | — | — | $291K | 2.7% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $283K | 2.6% | |
| The American Funds American Funds AmerMut R6 Fd | Mutual Funds | — | — | $264K | 2.5% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $245K | 2.3% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $217K | 2.0% | |
| PIMCO Funds PIMCO Total Return Instl Fund | Mutual Funds | — | — | $204K | 1.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $198K | 1.8% | |
| Franklin Templeton Investments Franklin Small Cap Value R6 Fd | Mutual Funds | — | — | $183K | 1.7% | |
| American Century Investments American Centur Mid-Cap Val R6 | Other securities | — | — | $168K | 1.6% | |
| * Principal Life Insurance Company Prin Fixed Inc Guar Option | Guaranteed Income / GIC | — | — | $167K | 1.6% | |
| Fidelity Investments Fidelity Adv Small Cap Z Fund | Mutual Funds | — | — | $148K | 1.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $148K | 1.4% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $142K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $109K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $86K | 0.8% | |
| PIMCO Funds PIMCO Income Institutional Fd | Mutual Funds | — | — | $72K | 0.7% | |
| BlackRock High Yld Bond K Fund | Other securities | — | — | $64K | 0.6% | |
| Lord Abbett Lord Abbett Sht Drtn Inc R6 Fd 117 PGIM Investments PGIM Global RE R6 Fund | Mutual Funds | — | — | $47K | 0.4% | |
| The American Funds American Funds NewWorld R6 | Mutual Funds | — | — | $44K | 0.4% | |
| Legg Mason ClearBridge Sm Cp Gr IS Fund | Other securities | — | — | $32K | 0.3% | |
| Fidelity Investments Fidelity Adv Govt Inc Z Fd | Mutual Funds | — | — | $31K | 0.3% | |
| maturing through September 2029 - | Other securities | — | — | $25K | 0.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $24K | 0.2% | |
| BlackRock Infl Pro Bd K Fd | Other securities | — | — | $11K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $10K | <0.1% | |
| (E) | Other securities | — | $9K | $10K | <0.1% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fd | Other securities | — | — | $9K | <0.1% | |
| Cohen & Steers Cohen & Steers Re Est Sec Z Fd | Other securities | — | — | $4K | <0.1% | |
| PIMCO Funds PIMCO Commplus Strat Inst Fund | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $3K | <0.1% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | — | $3K | <0.1% | |
| The American Funds American Funds Smcap Wld R6 Fd | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $722 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
