Ryann Haskell signed Balfour Payroll, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Balfour Payroll, LLC's EIN is 87-4581113.
Download the official 2024 Form 5500 (PDF) for Balfour Payroll, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Balfour Payroll, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $6K | — |
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 LIFETIME HYB CIT 2030 Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $479K | 18.1% | |
| PRINCIPAL LIFETIME HYB CIT 2045 Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $402K | 15.2% | |
| PRINCIPAL LIFETIME HYB CIT 2040 Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $317K | 12.0% | |
| PRINCIPAL LIFETIME HYB CIT 2035 Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $301K | 11.4% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $268K | 10.1% | |
| PRINCIPAL LIFETIME HYB CIT 2055 Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $193K | 7.3% | |
| PRINCIPAL LIFETIME HYB CIT 2050 Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $182K | 6.9% | |
| PRINCIPAL LIFETIME HYB CIT 2025 Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $102K | 3.8% | |
| PRINCIPAL LIFETIME HYB CIT 2060 Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $99K | 3.7% | |
| PRINCIPAL LIFETIME HYB CIT 2065 Z PRINCIPAL · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $79K | 3.0% | |
| PRINCIPAL LIFETIME HYB CIT 2020 Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $55K | 2.1% | |
| Notes receivable from participants Interest rates of 3.0% to 9.5% -0- | Bonds / Notes | — | — | $54K | 2.1% | |
| Principal Equity Income Inst Mutual fund | Other securities | — | — | $21K | 0.8% | |
| Transamerica Stable Value Core Option Guaranteed interest account | Stable Value | — | — | $19K | 0.7% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $16K | 0.6% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $15K | 0.6% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $11K | 0.4% | |
| AB Large Cap Growth Z Mutual fund | Other securities | — | — | $6K | 0.2% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $6K | 0.2% | |
| Principal SmallCap Growth I Inst Mutual fund | Other securities | — | — | $5K | 0.2% | |
| American Funds New World R6 Mutual fund | Mutual Funds | — | — | $5K | 0.2% | |
| MFS Mid Cap Growth R6 Mutual fund | Mutual Funds | — | — | $3K | 0.1% | |
| Victory Sycamore Established Value R6 Mutual fund | Other securities | — | — | $2K | <0.1% | |
| PRINCIPAL LIFETIME HYB CIT INCOME Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $2K | <0.1% | |
| PIMCO Income Instl Mutual fund | Mutual Funds | — | — | $1K | <0.1% | |
| PRINCIPAL LIFETIME HYB CIT 2015 Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $234 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
