VU TRAN signed Buffalo Rock Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Buffalo Rock Company's EIN is 63-0032365.
Download the official 2024 Form 5500 (PDF) for Buffalo Rock Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Buffalo Rock Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $231K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $191K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | Common Collective Trusts | — | — | $29.7M | 25.6% | |
| Vanguard Value Index Fund Institutional Shares | Common Collective Trusts | — | — | $18.6M | 16.1% | |
| Vanguard Developed Markets Index Fund Instutional Shares | Common Collective Trusts | — | — | $14.7M | 12.7% | |
| PGIM Total Return Bond Fund Z | Other securities | — | — | $13.4M | 11.5% | |
| Principal Guaranteed Option Fund | Other securities | — | — | $7.4M | 6.4% | |
| Vanguard Balanced Index Fund Institutional Shares | Common Collective Trusts | — | — | $5.5M | 4.7% | |
| American Funds New World Fund Class R6 | Mutual Funds | — | — | $4.1M | 3.5% | |
| DFA Inflation-Protected Securities Porfolio Institutional Class | Mutual Funds | — | — | $3.9M | 3.4% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.2M | 2.8% | |
| iShares S&P Index Fund Class K Shares | Common Collective Trusts | — | — | $3.2M | 2.8% | |
| Participants 4.25% - 9.50%; maturing through 2039 | Bonds / Notes | — | — | $3.1M | 2.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.0M | 2.6% | |
| Lord Abbett Lord Abbett Developing Growth Fund Class I | Mutual Funds | — | — | $3.0M | 2.6% | |
| Federated Institutional High Yield Bond Fund Institutional Shares | Other securities | — | — | $1.2M | 1.0% | |
| DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $757K | 0.7% | |
| Vanguard Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $286K | 0.2% | |
| MFS Emerging Markets Debt R6 | Mutual Funds | — | — | $65K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $65K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
