Friesen Group Inc.'s EIN is 68-0131857.
Download the official 2024 Form 5500 (PDF) for Friesen Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Friesen Group Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $38K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $11.2M | 86.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.1M | 15.9% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.9M | 15.0% | |
| Similar Party Description of Assets Current Value Guaranteed Investment Contract * The Standard Insurance The Standard Stable Asset Fund - Insurance Company General Account - Interest crediting rate of 2.77% | Stable Value | — | — | $1.6M | 12.3% | |
| DFA International Core Equity I | Mutual Funds | — | — | $1.1M | 8.5% | |
| Voya Intermediate Bond I | Other securities | — | — | $920K | 7.1% | |
| Vanguard Windsor II Admiral | Mutual Funds | — | — | $854K | 6.6% | |
| T. Rowe Price Mid-Cap Value I | Other securities | — | — | $546K | 4.2% | |
| T. Rowe Price Mid-Cap Growth I | Other securities | — | — | $494K | 3.8% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $426K | 3.3% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $410K | 3.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $323K | 2.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $279K | 2.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $259K | 2.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $239K | 1.8% | |
| Hood River Small-Cap Growth Retirement | Other securities | — | — | $215K | 1.7% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $197K | 1.5% | |
| JP Morgan Mid Cap Growth R5 | Other securities | — | — | $175K | 1.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $169K | 1.3% | |
| Loans to Participants * Plan participants Notes receivable from participants (interest rates at 3.25% to 8.50% with various maturities) | Bonds / Notes | — | — | $155K | 1.2% | |
| Vanguard Wellington Admiral | Pooled Separate Accounts | — | — | $148K | 1.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $146K | 1.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $136K | 1.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $95K | 0.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $92K | 0.7% | |
| Vanguard Life Strategy Moderate | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1K | <0.1% |
