Lindsey MOE signed Town Pump, ET AL's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Town Pump, ET AL's EIN is 81-0270360.
Download the official 2024 Form 5500 (PDF) for Town Pump, ET AL from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Town Pump, ET AL'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 | $197K | — |
| 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/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $22.8M | 25.2% | |
| Principal BLACKROCK SP 500 N Collective Trust Funds | Common Collective Trusts | — | — | $22.6M | 25.0% | |
| VANG INST TRGT RTMT 2030 I FD Mutual Fund | Other securities | — | — | $8.3M | 9.2% | |
| VANG INST TRGT RTMT 2050 I FD Mutual Fund | Other securities | — | — | $7.8M | 8.7% | |
| Federated Government Obligations Mutual Fund | Other securities | — | — | $6.6M | 7.3% | |
| VANG INST TRGT RTMT 2040 I FD Mutual Fund | Other securities | — | — | $5.7M | 6.3% | |
| VANG INST TRGT RTMT 2045 I FD Mutual Fund | Other securities | — | — | $4.3M | 4.8% | |
| American Funds Europacific Growth R6 Mutual Fund | Mutual Funds | — | — | $3.8M | 4.3% | |
| VOYA SMALL CAP GROWTH Mutual Fund | Other securities | — | — | $3.5M | 3.9% | |
| VANG INST TRGT RTMT 2035 I FD Mutual Fund | Other securities | — | — | $3.4M | 3.8% | |
| VANG INST TRGT RTMT 2025 I FD Mutual Fund | Other securities | — | — | $3.2M | 3.6% | |
| VANG INST TRGT RTMT 2055 I FD Mutual Fund | Other securities | — | — | $2.9M | 3.3% | |
| PRINCIPAL GLOBAL INVESTORS BLUE CHIP R6 Mutual Fund | Other securities | — | — | $2.3M | 2.5% | |
| VANG INST TRGT RTMT 2060 I FD Mutual Fund | Other securities | — | — | $2.3M | 2.5% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.3% | |
| Principal INTL EQTY IDX N CIT Collective Trust Funds | Common Collective Trusts | — | — | $2.0M | 2.2% | |
| Vanguard Intmm Term Treas ADM Mutual Fund | Mutual Funds | — | — | $1.5M | 1.6% | |
| John Hancock Disciplined Value Mutual Fund | Other securities | — | — | $1.4M | 1.6% | |
| MFS Conservative Allocation Mutual Fund | Mutual Funds | — | — | $1.4M | 1.6% | |
| VANG INST TRGT RTMT 2020 I FD Mutual Fund | Other securities | — | — | $1.2M | 1.3% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $860K | 1.0% | |
| Principal BLKRCK SP MC IDX N Collective Trust Funds | Common Collective Trusts | — | — | $817K | 0.9% | |
| VANG INST TRGT RTMT 2065 I FD Mutual Fund | Other securities | — | — | $716K | 0.8% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $683K | 0.8% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $617K | 0.7% | |
| Principal BLACKROCK SP 500 N Collective Trust Funds | Common Collective Trusts | — | — | $616K | 0.7% | |
| Principal BLKRCK AGG BD ID N Collective Trust Funds | Common Collective Trusts | — | — | $457K | 0.5% | |
| VANG INST TRGT RTMT INC I FD Mutual Fund | Common Stocks | — | — | $345K | 0.4% | |
| Principal BlackRock S&P 500 Index CIT TR Collective Trust Funds | Common Collective Trusts | — | — | $245K | 0.3% | |
| Principal BlackRock US Agg Bond CIT TR Collective Trust Funds | Common Collective Trusts | — | — | $159K | 0.2% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $146K | 0.2% | |
| Principal BlackRock Intl Equity Index CIT TR Collective Trust Funds | Common Collective Trusts | — | — | $128K | 0.1% | |
| Pimco Real Return Instl Class TR Mutual Fund | Mutual Funds | — | — | $69K | <0.1% | |
| (E) | Other securities | — | — | $66K | <0.1% | |
| Principal BlackRock S&P Mid Cap Index CIT TR Collective Trust Funds | Common Collective Trusts | — | — | $66K | <0.1% | |
| Northern Global Real Estate Index TR Mutual Fund | Other securities | — | — | $49K | <0.1% | |
| (E) | Other securities | — | $49K | $43K | <0.1% | |
| Principal BlackRock RU 2000 Index CIT TR Collective Trust Funds | Common Collective Trusts | — | — | $43K | <0.1% | |
| Acadian Emerging Markets Eq FD I TR Mutual Fund | Other securities | — | — | $42K | <0.1% | |
| American Funds Europacific Growth R6 TR Mutual Fund | Mutual Funds | — | — | $38K | <0.1% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $26K | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $23K | <0.1% | |
| PIMCD High Yield I - TR Mutual Fund | Other securities | — | — | $22K | <0.1% | |
| (E) | Other securities | — | — | $18K | <0.1% | |
| VANG INST TRGT RTMT 2070 I FD Mutual Fund | Other securities | — | — | $18K | <0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| PRIN/D&C INT BOND CIT TR SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $21 | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $11 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
