Maryann Allen signed Allen Engineering Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allen Engineering Corporation's EIN is 71-0356112.
Download the official 2024 Form 5500 (PDF) for Allen Engineering Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allen Engineering 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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | 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 LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.0M | 17.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $580K | 9.7% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $546K | 9.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $489K | 8.2% | |
| Principal Large Cap Growth Pooled Separate Accounts | Pooled Separate Accounts | — | — | $359K | 6.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $359K | 6.0% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $321K | 5.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $280K | 4.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $271K | 4.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $207K | 3.5% | |
| Vanguard International Growth Fund Registered Investment Company 157 * Notes Receivable From Participants 3.25% - 10.50% Loans | Mutual Funds | — | — | $189K | 3.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $181K | 3.0% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $179K | 3.0% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $151K | 2.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $147K | 2.5% | |
| Lord Abbett Short Duration Income Fund Registered Investment Company | Mutual Funds | — | — | $140K | 2.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $108K | 1.8% | |
| Vanguard Value Index Fund Registered Investment Company | Common Collective Trusts | — | — | $90K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $77K | 1.3% | |
| iShares US Aggregate Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $76K | 1.3% | |
| PIMCO Global Bond Opportunities Fund U.S. Dollar-Hedged Registered Investment Company | Mutual Funds | — | — | $70K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $70K | 1.2% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $62K | 1.0% | |
| American Funds - New World Fund Registered Investment Company | Mutual Funds | — | — | $56K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund Registered Investment Company | Mutual Funds | — | — | $44K | 0.7% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $41K | 0.7% | |
| DFA International Value Portfolio Fund Registered Investment Company | Mutual Funds | — | — | $30K | 0.5% | |
| Vanguard Short-Term Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $29K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $28K | 0.5% | |
| T Rowe Price Global Stock Fund Registered Investment Company | Mutual Funds | — | — | $19K | 0.3% | |
| Vanguard Growth Index Fund Registered Investment Company | Common Collective Trusts | — | — | $13K | 0.2% | |
| American Funds - Bond Fund of America Registered Investment Company | Mutual Funds | — | — | $11K | 0.2% | |
| BlackRock Mid-Cap Growth Equity Portfolio Fund Registered Investment Company 895 Hartford Core Equity Fund Registered Investment Company | Common Stocks | — | — | $9K | 0.1% | |
| MFS New Discovery Value Fund Registered Investment Company | Mutual Funds | — | — | $8K | 0.1% | |
| AB High Income Fund Inc. Registered Investment Company | Common Stocks | — | — | $7K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $7K | 0.1% | |
| T Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Registered Investment Company 132 Allspring Special Mid Cap Value Fund Registered Investment Company | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $2K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PIMCO StocksPLUS International Fund U.S. Dollar-Hedged Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $76 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
