VU TRAN signed Coldwater Veneer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coldwater Veneer, Inc.'s EIN is 82-4262380.
Download the official 2024 Form 5500 (PDF) for Coldwater Veneer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coldwater Veneer, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC | 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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Insurance Company General Prin Fixed Inc Guar Option | Common Stocks | — | — | $1.8M | 27.5% | |
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $670K | 10.1% | |
| JP Morgan Funds Registered Investment Company JP Morgan Core Plus Bond R3 Fd | Common Stocks | — | — | $504K | 7.6% | |
| The American Funds Registered Investment Company Am Funds Capital Wld Bd R4 Fund | Mutual Funds | — | — | $491K | 7.4% | |
| MFS Investment Management Registered Investment Company MFS Value R3 Fund | Mutual Funds | — | — | $384K | 5.8% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $381K | 5.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST COMP · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $337K | 5.1% | |
| American Funds Service Company Registered Investment Company American Funds AMCAP R4 Fund | Mutual Funds | — | — | $301K | 4.5% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $237K | 3.6% | |
| Participant Loans Maturing 2025-2028, Interest Rates Range From 4.25% To 9.50% | Bonds / Notes | — | — | $229K | 3.5% | |
| JP Morgan Funds Registered Investment Company JP Morgan Sm Cap Value R3 Fund | Common Stocks | — | — | $172K | 2.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $169K | 2.6% | |
| American Beacon Funds Registered Investment Company American Beacon Intl Eq Inv Fd $ - | Common Stocks | — | — | $163K | 2.5% | |
| The American Funds Registered Investment Company Am Fds EuroPacific Grth R4 Fund | Mutual Funds | — | — | $146K | 2.2% | |
| PGIM Investments Registered Investment Company PGIM Jenn Sm Co R2 Fund | Common Stocks | — | — | $143K | 2.2% | |
| American Funds Service Company Registered Investment Company American Fds New World R4 Fund | Mutual Funds | — | — | $142K | 2.1% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $131K | 2.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $73K | 1.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST COM · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $51K | 0.8% | |
| PRIN GL REAL EST SEC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $49K | 0.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $17K | 0.3% | |
| (E) | Other securities | — | $49K | $5K | <0.1% | |
| PRIN LIFETIME HY INC CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $5K | <0.1% | |
| PGIM Investments Registered Investment Company PGIM High Yield R2 Fund | Common Stocks | — | — | $3K | <0.1% | |
| PIMCO Funds Registered Investment Company PIMCO Real Return A Fund | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $830 | <0.1% | |
| PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $477 | <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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $11K | — |
| SIDE BY SIDE FINANCIALS, INC. | 27-3232902 | — | CONTRACT ADMINISTRATOR | $0 | — |
