Alicia Wilkins signed Standale Lumber LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Standale Lumber LLC's EIN is 82-5224485.
Download the official 2023 Form 5500 (PDF) for Standale Lumber LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Standale Lumber LLC'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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $26K | — |
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 Fixed Income Guaranteed Option 293,214 shares | Other securities | — | $293K | $3.1M | 26.4% | |
| Principal Global Investors-Principal Core Fixed income Seperate Account-Z 134,691 shares | Other securities | — | $135K | $2.4M | 20.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.4M | 20.1% | |
| Principal Global Investors- Principal Diversified International Seperate Account-Z 11,828 shares | Other securities | — | $12K | $1.5M | 12.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.5M | 12.4% | |
| JPMORGAN EQUITY INCOME FUND 49,142 shares | Other securities | — | $49K | $1.1M | 9.6% | |
| MFS Growth Fund 6,325 shares | Mutual Funds | — | $6K | $1.1M | 9.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $3K | $774K | 6.6% | |
| Undiscovered Managers Behavioral Value Fund 3,793 shares | Other securities | — | $4K | $303K | 2.6% | |
| Allspring Special Mid Cap Value Fund 6,078 shares | Other securities | — | $6K | $280K | 2.4% | |
| MFS MID CAP GROWTH FUND 9,510 shares | Mutual Funds | — | $10K | $278K | 2.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $3K | $250K | 2.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $2K | $218K | 1.8% | |
| ClearBridge Small Cap Growth Fund 4,400 shares | Other securities | — | $4K | $178K | 1.5% | |
| PIMCO INCOME FUND 11,926 shares | Mutual Funds | — | $12K | $127K | 1.1% | |
| NEW WORLD FUND Inc 712 shares | Common Stocks | — | — | $53K | 0.5% | |
| iShares MSCI EAFE International Index Fund 2,113 shares | Common Collective Trusts | — | $2K | $32K | 0.3% | |
| Company (continued) American Century Inflation Adjusted Bond Fund 2,960 shares | Common Stocks | — | $3K | $31K | 0.3% | |
| 3 533 637 * Participant loans - Notes receivable 5.75% - 9.50% | Bonds / Notes | — | — | $17K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund 552 shares | Other securities | — | — | $9K | <0.1% | |
| Invesco Corporate Bond Fund 1,403 shares | Mutual Funds | — | $1K | $9K | <0.1% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO 623 shares | Other securities | — | — | $4K | <0.1% | |
| (continued) WESTERN ASSET CORE BOND 261 shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
