Lewis Walde signed Timberline Drilling, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Timberline Drilling, Inc.'s EIN is 82-0496451.
Download the official 2024 Form 5500 (PDF) for Timberline Drilling, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Timberline Drilling, 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 | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 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 HY 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 14.9% | |
| PRIN LIFETIME HY 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $982K | 10.9% | |
| PRIN LIFETIME HY 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $793K | 8.8% | |
| PRIN LIFETIME HY 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $769K | 8.5% | |
| Fidelity Investments Fidelity Adv Eq Growth Z Fund | Mutual Funds | — | — | $509K | 5.6% | |
| PRIN LIFETIME HY 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $475K | 5.3% | |
| PRIN LIFETIME HY 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $433K | 4.8% | |
| Alliance Bernstein Large Cap Growth Z Fund | Other securities | — | — | $432K | 4.8% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $389K | 4.3% | |
| JP Morgan Investment Management JP Morgan Equity Income R6 Fund | Other securities | — | — | $345K | 3.8% | |
| PRIN LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $255K | 2.8% | |
| PRIN LIFETIME HY 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $238K | 2.6% | |
| MFS Investment Management International Intrinsic Value R6 Fund | Mutual Funds | — | — | $229K | 2.5% | |
| PRIN LIFETIME HY 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $218K | 2.4% | |
| Principal Life Insurance Company Core Fixed Income Separate Account | Pooled Separate Accounts | — | — | $184K | 2.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $184K | 2.0% | |
| Blackrock Funds High Yield Bond K Fund | Other securities | — | — | $178K | 2.0% | |
| PRIN LIFETIME HY 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $178K | 2.0% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $168K | 1.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $130K | 1.4% | |
| Macquarie Investment Management Macquarie Small Cap Value R6 FD | Other securities | — | — | $118K | 1.3% | |
| MFS Investment Management International Growth R6 Fund | Mutual Funds | — | — | $95K | 1.0% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $81K | 0.9% | |
| Allspring Spec M Cap Value R6 | Other securities | — | — | $77K | 0.8% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $74K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $74K | 0.8% | |
| Janus International Holding, LLC Triton R | Mutual Funds | — | — | $71K | 0.8% | |
| American Funds Small Cap Wld R6 Fund | Mutual Funds | — | — | $69K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $55K | 0.6% | |
| MFS Investment Management Moderate Allocation R6 Fund 870 PIMCO Funds Income Institutional Fund | Mutual Funds | — | — | $50K | 0.6% | |
| PRIN LIFETIME HY 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $15K | 0.2% | |
| Legg Mason Legg Mason ClrBrige Slct IS Fd | Other securities | — | — | $7K | <0.1% | |
| MFS Investment Management International Diversification R6 Fund | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds Cap Wld Bnd R6 Fund | Mutual Funds | — | — | $6K | <0.1% | |
| MFS Investment Management Aggressive Growth Allocation R6 Fund | Mutual Funds | — | — | $1K | <0.1% | |
| Victory Capital Management Victory RS Global R6 Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
