Patrick Kinstle signed Clarion Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clarion Technologies, Inc.'s EIN is 91-1407411.
Download the official 2024 Form 5500 (PDF) for Clarion Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clarion Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS AND COMPANY | 43-0538770 | — | 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 LifeTime Strategic Income Separate Account | Pooled Separate Accounts | — | — | $2.5M | 18.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.5M | 18.1% | |
| Principal LifeTime 2025 Separate Account | Pooled Separate Accounts | — | — | $2.2M | 16.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.2M | 16.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 11.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.6M | 11.7% | |
| Principal LifeTime 2020 Separate Account | Pooled Separate Accounts | — | — | $1.2M | 9.0% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.2M | 9.0% | |
| Principal Stable Value Z Fund | Stable Value | — | — | $879K | 6.5% | |
| Principal LifeTime 2030 Separate Account | Pooled Separate Accounts | — | — | $795K | 5.9% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $795K | 5.9% | |
| Principal LifeTime 2045 Separate Account | Pooled Separate Accounts | — | — | $693K | 5.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $693K | 5.1% | |
| Principal LifeTime 2035 Separate Account | Pooled Separate Accounts | — | — | $524K | 3.9% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $524K | 3.9% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $492K | 3.6% | |
| Principal LifeTime 2040 Separate Account | Pooled Separate Accounts | — | — | $492K | 3.6% | |
| Vaughan Nelson Small Cap Value II Seperate Account | Other securities | — | — | $466K | 3.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $466K | 3.4% | |
| Principal LifeTime 2055 Separate Account | Pooled Separate Accounts | — | — | $380K | 2.8% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $380K | 2.8% | |
| Robert Baird MidCap Growth III Separate Account Fund | Pooled Separate Accounts | — | — | $324K | 2.4% | |
| Principal LifeTime 2050 Separate Account | Pooled Separate Accounts | — | — | $309K | 2.3% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $309K | 2.3% | |
| Invesco Small Cap Growth R6 Fund | Mutual Funds | — | — | $228K | 1.7% | |
| BlackRock Emerging Markets K Fund | Other securities | — | — | $211K | 1.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $211K | 1.6% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $155K | 1.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $155K | 1.1% | |
| Principal LifeTime 2060 Separate Account | Pooled Separate Accounts | — | — | $144K | 1.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $144K | 1.1% | |
| Principal Diversified International Separate Account | Pooled Separate Accounts | — | — | $99K | 0.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $99K | 0.7% | |
| Principal Equity Income Separate Account | Pooled Separate Accounts | — | — | $79K | 0.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $74K | 0.5% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $74K | 0.5% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $73K | 0.5% | |
| PIMCO Core Plus Bond I Separate Account | Pooled Separate Accounts | — | — | $67K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $47K | 0.3% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $47K | 0.3% | |
| T. Rowe Price Large Cap Growth I Separate Account | Pooled Separate Accounts | — | — | $37K | 0.3% | |
| Principal LifeTime 2070 Separate Account | Pooled Separate Accounts | — | — | $32K | 0.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $32K | 0.2% | |
| Principal U.S. Property Separate Account | Pooled Separate Accounts | — | — | $20K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $20K | 0.1% | |
| Participant Loans | Participant loans | — | — | $250 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% |
