Cheryl Dudek signed Lofted Products LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lofted Products LLC's EIN is 83-4421801.
Download the official 2024 Form 5500 (PDF) for Lofted Products LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lofted Products LLC'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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | 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 HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $665K | 16.1% | |
| + Principal Fixed Income Guaranteed Option | Other securities | — | — | $586K | 14.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $377K | 9.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $273K | 6.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $273K | 6.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $178K | 4.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $157K | 3.8% | |
| Hartford Dividend & Growth Fund | Other securities | — | — | $136K | 3.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $121K | 2.9% | |
| Participant Loans 6.50% - 9.50% | Bonds / Notes | — | — | $116K | 2.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $91K | 2.2% | |
| Hartford International Value Fund | Other securities | — | — | $89K | 2.2% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $85K | 2.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $85K | 2.1% | |
| Janus Henderson Multi-Sector Income Fund | Mutual Funds | — | — | $82K | 2.0% | |
| Fidelity Advisor International Capital Appreciation Fund | Mutual Funds | — | — | $79K | 1.9% | |
| Hartford World Bond Fund | Other securities | — | — | $72K | 1.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $68K | 1.6% | |
| BlackRock Inflation Protected Bond Portfolio | Other securities | — | — | $68K | 1.6% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $61K | 1.5% | |
| Hartford Core Equity Fund | Other securities | — | — | $60K | 1.4% | |
| DFA US Targeted Value Portfolio | Mutual Funds | — | — | $56K | 1.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $56K | 1.4% | |
| American Funds American Funds New World | Mutual Funds | — | — | $55K | 1.3% | |
| Allspring Emerging Growth Fund | Other securities | — | — | $54K | 1.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $48K | 1.2% | |
| Allspring Discovery Mid Cap Growth Fund | Other securities | — | — | $40K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $39K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $34K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $10K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
