Brodie Foster signed V Alexander & Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
V Alexander & Co., Inc.'s EIN is 62-0672816.
Download the official 2024 Form 5500 (PDF) for V Alexander & Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)V Alexander & Co., 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 | $147K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | 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 LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.8M | 13.3% | |
| Principal Life Insurance Company | Common Stocks | — | — | $4.8M | 13.3% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $4.5M | 12.5% | |
| Principal Life Insurance Company | Common Stocks | — | — | $4.5M | 12.5% | |
| Principal Life Insurance Company | Common Stocks | — | — | $3.5M | 9.7% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $3.5M | 9.7% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.8M | 7.9% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $2.8M | 7.9% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.8M | 7.8% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.8M | 7.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.7M | 7.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.7M | 7.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.3M | 6.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $2.3M | 6.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.6M | 4.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.3% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $1.5M | 4.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.5M | 4.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.4M | 3.8% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.4M | 3.8% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.2M | 3.3% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $1.2M | 3.3% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.1M | 3.0% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.1M | 3.0% | |
| Principal Life Insurance Company | Common Stocks | — | — | $914K | 2.5% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $914K | 2.5% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $747K | 2.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $747K | 2.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $520K | 1.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $520K | 1.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $484K | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $484K | 1.3% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $446K | 1.2% | |
| Principal Life Insurance Company | Common Stocks | — | — | $446K | 1.2% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $383K | 1.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $383K | 1.1% | |
| Participant Loans | Participant loans | — | — | $372K | 1.0% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $366K | 1.0% | |
| Principal Life Insurance Company | Common Stocks | — | — | $366K | 1.0% | |
| Vanguard Group | Mutual Funds | — | — | $280K | 0.8% | |
| Principal Life Insurance Company | Common Stocks | — | — | $267K | 0.7% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $267K | 0.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $226K | 0.6% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $189K | 0.5% | |
| Principal Life Insurance Company | Common Stocks | — | — | $189K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $185K | 0.5% | |
| Principal Life Insurance Company | Common Stocks | — | — | $185K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $173K | 0.5% | |
| Principal Life Insurance Company | Common Stocks | — | — | $173K | 0.5% | |
| Vanguard Group | Mutual Funds | — | — | $107K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
