RUDI Lautz signed Bender Warehouse Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bender Warehouse Co.'s EIN is 88-0085787.
Download the official 2024 Form 5500 (PDF) for Bender Warehouse Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bender Warehouse Co.'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 | $28K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $599K | 12.6% | |
| NUVEEN LARGE CAP VAL INDEX R6 | Mutual Funds | — | — | $573K | 12.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $573K | 12.0% | |
| NUVEEN LARGE CAP GR INDX R6 | Mutual Funds | — | — | $419K | 8.8% | |
| FRANKLIN REAL EST SECS R6 FUND | Mutual Funds | — | — | $361K | 7.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z | Common Collective Trusts | — | — | $361K | 7.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $361K | 7.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z | Common Collective Trusts | — | — | $321K | 6.7% | |
| PIMCO INCOME INSTITUTIONAL FD | Mutual Funds | — | — | $290K | 6.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $290K | 6.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $277K | 5.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $275K | 5.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $215K | 4.5% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | — | $215K | 4.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z | Common Collective Trusts | — | — | $189K | 4.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $189K | 4.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z | Common Collective Trusts | — | — | $172K | 3.6% | |
| ISHARES MSCI EAFE INT IDX K FD | Common Collective Trusts | — | — | $166K | 3.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $142K | 3.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $101K | 2.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $92K | 1.9% | |
| MFS VALUE R6 FUND | Mutual Funds | — | — | $92K | 1.9% | |
| FIDELITY MID CAP GR IDX FD | Common Collective Trusts | — | — | $54K | 1.1% | |
| FIDELITY SMALL CAP GR IDX FD | Common Collective Trusts | — | — | $50K | 1.0% | |
| FIDELITY SMALL CAP VAL IDX FD | Common Collective Trusts | — | — | $33K | 0.7% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | — | $20K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $17K | 0.4% | |
| FIDELITY MID CAP VAL IDX FD | Common Collective Trusts | — | — | $9K | 0.2% | |
| AMERICAN BEACON INT EQ R5 FD | Other securities | — | — | $6K | 0.1% | |
| AMER FUNDS AMER BAL R6 FD | Other securities | — | — | $6K | 0.1% | |
| FIDELITY US BOND INDEX FUND | Common Collective Trusts | — | — | $3K | <0.1% | |
| AMERICAN FUNDS NEWPRSP R6 FND | Mutual Funds | — | — | $3K | <0.1% | |
| MFS INTL GROWTH R6 FUND | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z | Common Collective Trusts | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $802 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $367 | <0.1% | |
| VICTORY CORE PL INT BD R6 FD | Other securities | — | — | $295 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z | Common Collective Trusts | — | — | $284 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z | Common Stocks | — | — | $275 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z | Common Collective Trusts | — | — | $57 | <0.1% | |
| AMER FDS WASHINGTON MTL INVS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 846 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG D BLACLRCK OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUND BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMRCN FUND NEW WRLD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING CORE PLUS BD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM JENNISON SML CMPY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 910 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
