Chris Banks signed Odell Brewing Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Odell Brewing Company's EIN is 84-1115018.
Download the official 2024 Form 5500 (PDF) for Odell Brewing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Odell Brewing Company'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 | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 Target 2040 Fund | Other securities | — | — | $4.5M | 21.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.5M | 21.7% | |
| Principal Target 2050 Fund | Other securities | — | — | $2.8M | 13.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.8M | 13.4% | |
| Principal Target 2045 Fund | Other securities | — | — | $2.5M | 12.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.5M | 12.0% | |
| Victory Capital Victory Core Plus Intermediate Bond R6 | Other securities | — | — | $1.8M | 8.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.7M | 8.3% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.4M | 6.6% | |
| Principal Target 2055 Fund | Other securities | — | — | $1.3M | 6.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.3M | 6.3% | |
| Principal Target 2035 Fund | Other securities | — | — | $1.2M | 5.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $565K | 2.7% | |
| Principal Target 2060 Fund | Other securities | — | — | $532K | 2.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $532K | 2.6% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $508K | 2.5% | |
| Principal Equity Income Fund Institutional Class | Other securities | — | — | $439K | 2.1% | |
| Principal Target 2030 Fund | Other securities | — | — | $371K | 1.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $371K | 1.8% | |
| American Core Mid Cap Value Fund R6 Class | Other securities | — | — | $208K | 1.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $152K | 0.7% | |
| and maturity dates through November 2030 - | Other securities | — | — | $152K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $127K | 0.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $106K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $103K | 0.5% | |
| Principal Target 2065 Fund | Other securities | — | — | $78K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $78K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $72K | 0.3% | |
| Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $70K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $53K | 0.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $44K | 0.2% | |
| (E) | Other securities | — | $42K | $44K | 0.2% | |
| Principal Target 2020 Fund | Other securities | — | — | $44K | 0.2% | |
| American Funds FDS Europacific Growth R6 FD | Mutual Funds | — | — | $42K | 0.2% |
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 |
|---|---|---|---|---|---|
| FIRST WESTERN TRUST | 27-0083757 | — | INVESTMENT ADVISORY | $25K | — |
| FIRST WESTERN TRUST | 20-0083757 | — | INVESTMENT ADVISORY | $8K | — |
