LARS Hakensen signed Van Doren Sales, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Van Doren Sales, Inc.'s EIN is 91-0646418.
Download the official 2024 Form 5500 (PDF) for Van Doren Sales, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Van Doren Sales, Inc.'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 | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Company American Funds 2030 Target Date Retirement Fund - 276,493.732 shares | Mutual Funds | — | $276K | $4.8M | 22.9% | |
| Principal Trust Company American Funds 2025 Target Date Retirement Fund - 245,523.791 shares | Mutual Funds | — | $246K | $3.7M | 17.8% | |
| Principal Trust Company American Funds 2040 Target Date Retirement Fund - 73,714.915 shares | Mutual Funds | — | $74K | $1.5M | 7.3% | |
| Principal Trust Company American Funds 2050 Target Date Retirement Fund - 67,630.622 shares | Mutual Funds | — | $68K | $1.4M | 6.8% | |
| Principal Trust Company T. Rowe Price Blue Chip Growth Fund - 6,097.010 shares | Common Stocks | — | $6K | $1.1M | 5.5% | |
| Principal Trust Company American Funds 2045 Target Date Retirement Fund - 51,016.651 shares | Mutual Funds | — | $51K | $1.1M | 5.2% | |
| Principal Trust Company American Funds 2035 Target Date Retirement Fund - 50,730.394 shares | Mutual Funds | — | $51K | $966K | 4.6% | |
| Principal Trust Company Vanguard Federal Money Market Investor Fund | Mutual Funds | — | $49K | $884K | 4.2% | |
| Principal Trust Company American Funds 2055 Target Date Retirement Fund - 24,316391 shares | Mutual Funds | — | $24K | $638K | 3.1% | |
| Principal Trust Company Fidelity 500 Index Fund - 2,709.973 shares | Common Collective Trusts | — | $3K | $553K | 2.6% | |
| Principal Trust Company Mass Mutual Select Md Cap Growth Inst Fund - 28,595.156 shares | Common Stocks | — | $29K | $553K | 2.6% | |
| Principal Trust Company American Funds 2010 Target Date Retirement Fund - 36,885.028 shares | Mutual Funds | — | $37K | $429K | 2.1% | |
| Principal Trust Company Vanguard Equity Income Adm Fund - 4,274.329 shares | Mutual Funds | — | $4K | $377K | 1.8% | |
| Principal Trust Company American Funds 2065 Target Date Retirement Fund - 19,409.421 shares | Mutual Funds | — | $19K | $339K | 1.6% | |
| Principal Trust Company Undiscovered Mgrs Behavioral Value R6 Fund - 3,712.561 shares | Common Stocks | — | $4K | $313K | 1.5% | |
| Principal Trust Company Vanguard Mid Cap Index Adm Fund - 928.908 shares | Mutual Funds | — | — | $304K | 1.5% | |
| Principal Trust Company Allspring Sp Mid Cap Value R6 Fund - 5,194.992 shares | Common Stocks | — | $5K | $248K | 1.2% | |
| Principal Trust Company American Funds New World R6 Fund - 2,178.653 shares | Mutual Funds | — | $2K | $168K | 0.8% | |
| Principal Trust Company MFS International Diversification R6 Fund - 4,905.756 shares | Mutual Funds | — | $5K | $112K | 0.5% | |
| Principal Trust Company Janus Henderson Triton Fund - 3,805.518 shares | Mutual Funds | — | $4K | $105K | 0.5% | |
| Notes receivable from participants Interest at 5.25% to 10.50%, maturing from 2025 through 2034 | Bonds / Notes | — | — | $104K | 0.5% | |
| Principal Trust Company Vanguard GNMA Admiral Fund - 8,688.326 shares | Agency / Mortgage-Backed | — | $9K | $79K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $56K | 0.3% | |
| Principal Trust Company Western Asset Cr Pls Bd Is Fund - 4,277.068 shares | Common Stocks | — | $4K | $39K | 0.2% | |
| (E) | Other securities | — | $79K | $39K | 0.2% | |
| (E) | Other securities | — | $6K | $11K | <0.1% | |
| Principal Trust Company Cohen & Steers RE Est SEC Z Fund - 636.184 shares | Common Stocks | — | — | $11K | <0.1% | |
| Principal Trust Company American Funds 2020 Target Date Retirement Fund - 448.991 shares | Mutual Funds | — | — | $6K | <0.1% |
