Wendi Newton signed Cassavant Machining, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cassavant Machining, Inc.'s EIN is 86-0905169.
Download the official 2024 Form 5500 (PDF) for Cassavant Machining, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cassavant Machining, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $85K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $21.6M | 95.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.3M | 14.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.9M | 13.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOVAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.6M | 11.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.5M | 11.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.4M | 10.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 5.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 5.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $960K | 4.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $867K | 3.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $823K | 3.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $282K | 1.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOVAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $259K | 1.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $240K | 1.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $240K | 1.1% | |
| MID CAP GROWTH II CLASS I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $232K | 1.0% | |
| BLACKROCK EQUITY DIV VI III AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $191K | 0.8% | |
| BLACKROCK TOTAL RETURN VI FUND AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $188K | 0.8% | |
| BLACKROCK MANAGED GLOBAL ALLOCATED AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $187K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $107K | 0.5% | |
| VCP DYNAMIC ALLOCATION PORTFOLIO AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $83K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $82K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $75K | 0.3% | |
| SMALL CAP VALUE III CL I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $70K | 0.3% | |
| MIDCAP S&P 400 INDEX SEP ACCT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $45K | 0.2% | |
| INVESCO VCP EQUITY INCOME PORTFOLIO AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $43K | 0.2% | |
| SA VCP DYNAMIC AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $42K | 0.2% | |
| PIMCO VCP TACTICAL BALANCED PORTFOL AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $40K | 0.2% | |
| MID CAP VALUE FUND II CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $40K | 0.2% | |
| LARGE CAP VALUE I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $34K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $31K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $31K | 0.1% | |
| SECURE VALUE ACCOUNT AIG · EIN 13-2592361 / PN 007 | Pooled Separate Account | — | — | $16K | <0.1% |
| 33-0905143 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| MORNINGSTAR INVESTMENT MGMT | 36-4317381 | — | INV ADVISORY-PARTICIPANT | $0 | — |
