Kristen Craig signed Appvion, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Appvion, LLC's EIN is 87-3735970.
Download the official 2024 Form 5500 (PDF) for Appvion, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Appvion, LLC's plan includes profit-sharing, 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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL | 83-0951655 | — | INVESTMENT ADVISORY | $35K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Idx Instl Fund | Common Collective Trusts | — | $0 | $26.7M | 35.0% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $26.7M | 35.0% | |
| Participant Loans | Participant loans | — | $0 | $10.2M | 13.3% | |
| DIAMOND HILL SELECT Y FUND | Other securities | — | $0 | $9.3M | 12.2% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $9.3M | 12.2% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | $0 | $4.4M | 5.8% | |
| Cohen & Steers I Realty Sh Fd | Other securities | — | $0 | $4.3M | 5.7% | |
| GALLIARD STABLE RETURN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.9% | |
| Dodge & Cox Stock I Fund | Mutual Funds | — | $0 | $3.7M | 4.9% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | $0 | $3.4M | 4.4% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | $0 | $2.9M | 3.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.9M | 3.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.5M | 3.3% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $2.5M | 3.3% | |
| Carillon Eagle MidCaGwth R6 Fd | Other securities | — | $0 | $2.1M | 2.8% | |
| Galliard Stable Return C | Other securities | — | $0 | $1.9M | 2.5% | |
| LARGE CAP GROWTH FUND II R1 FD | Other securities | — | $0 | $1.5M | 2.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.5M | 2.0% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | $0 | $1.2M | 1.5% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | $0 | $571K | 0.7% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | $0 | $429K | 0.6% | |
| RETIREPILOT AGG 2035 FUND R1 | Other securities | — | $0 | $362K | 0.5% | |
| RETIREPILOT MOD 2035 FUND R1 | Other securities | — | $0 | $353K | 0.5% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | $0 | $198K | 0.3% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $67K | <0.1% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $64K | <0.1% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | $0 | $53K | <0.1% | |
| RETIREPILOT CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304101 / PN 001 | Common Collective Trust | — | $0 | $28K | <0.1% | |
| RETIREPILOT CONSERV 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304104 / PN 001 | Common Collective Trust | — | $0 | $22K | <0.1% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $8K | <0.1% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | $0 | $6K | <0.1% | |
| RETIREPILOT AGG 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304112 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
