Julie Villarreal signed Samson Controls, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samson Controls, Inc.'s EIN is 76-0368258.
Download the official 2024 Form 5500 (PDF) for Samson Controls, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samson Controls, 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 | $29K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | $0 | $2.8M | 24.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.8M | 24.3% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $995K | 8.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $995K | 8.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $740K | 6.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $740K | 6.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $645K | 5.6% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $645K | 5.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $587K | 5.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $587K | 5.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $579K | 5.0% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $579K | 5.0% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $527K | 4.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $527K | 4.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $453K | 3.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $453K | 3.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $428K | 3.7% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $428K | 3.7% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $399K | 3.5% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $399K | 3.5% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $381K | 3.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $381K | 3.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $303K | 2.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $303K | 2.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $282K | 2.4% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $282K | 2.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $256K | 2.2% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $256K | 2.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $243K | 2.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $232K | 2.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $232K | 2.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $196K | 1.7% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $196K | 1.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $187K | 1.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $187K | 1.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $0 | $174K | 1.5% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $145K | 1.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $145K | 1.3% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $138K | 1.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $138K | 1.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $125K | 1.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $125K | 1.1% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $112K | 1.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $112K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $94K | 0.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $94K | 0.8% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $88K | 0.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $88K | 0.8% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $88K | 0.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $88K | 0.8% |
