Sheri Welch signed Connell Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Connell Resources, Inc.'s EIN is 84-0588541.
Download the official 2024 Form 5500 (PDF) for Connell Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connell Resources, Inc.'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 | $130K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $4.4M | 12.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4.1M | 12.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.1M | 9.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2.8M | 8.1% | |
| Vanguard Windsor Admiral Fund | Mutual Funds | — | — | $2.4M | 6.8% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.2M | 6.5% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.2M | 6.5% | |
| Principal Small Cap Value II R6 | Other securities | — | — | $1.9M | 5.4% | |
| General Account Principal Fixed Income Guaranteed | Other securities | — | — | $1.8M | 5.3% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $1.3M | 3.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $895K | 2.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $870K | 2.5% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $797K | 2.3% | |
| Fidelity Advisor Small Cap Growth | Mutual Funds | — | — | $793K | 2.3% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $669K | 1.9% | |
| Notes Receivable from Participants | Other securities | — | — | $659K | 1.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $497K | 1.4% | |
| PIMCO Income Inst | Mutual Funds | — | — | $274K | 0.8% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $261K | 0.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $242K | 0.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $191K | 0.6% | |
| Principal Core Plus Bond Inst | Other securities | — | — | $162K | 0.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $106K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $3K | <0.1% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
