Henry Custodia signed Delafield Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delafield Corporation's EIN is 95-2105804.
Download the official 2024 Form 5500 (PDF) for Delafield Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delafield Corporation'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 | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS INS AGENCY LLC | 54-0910269 | — | OTHER SERVICES | $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.
| MORNINGSTAR INVESTMENT MANAGEMENT L |
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.6M | 15.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 12.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $996K | 9.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $522K | 5.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $478K | 4.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $472K | 4.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $470K | 4.5% | |
| BlackRock Tech Opport K Fund | Other securities | — | — | $458K | 4.4% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $448K | 4.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $412K | 4.0% | |
| Fidelity Investments Fidelity Adv New Insights Z Fund | Mutual Funds | — | — | $369K | 3.6% | |
| BlackRock Global Alloc K Fund | Other securities | — | — | $346K | 3.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $301K | 2.9% | |
| The American Funds Am Fds Grth Fd of Am R6 Fund | Mutual Funds | — | — | $301K | 2.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $259K | 2.5% | |
| BlackRock Equity Div K Fund | Other securities | — | — | $229K | 2.2% | |
| BlackRock Md-Cp Gr Eq K Fund | Other securities | — | — | $219K | 2.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $172K | 1.7% | |
| Participant Loans 4.25% -9.50% -0- | Bonds / Notes | — | — | $161K | 1.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $134K | 1.3% | |
| The American Funds American Funds NewPrsp R6 Fund | Mutual Funds | — | — | $92K | 0.9% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index | Common Stocks | — | — | $91K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $91K | 0.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $70K | 0.7% | |
| Franklin Templeton Investments Templeton Global Bond R6 Fund | Mutual Funds | — | — | $64K | 0.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $52K | 0.5% | |
| Delaware Investments Delaware Emerg Mkts R6 Fund | Other securities | — | — | $52K | 0.5% | |
| JP Morgan Funds JP Morgan Government Bond R6 Fund | U.S. Treasuries | — | — | $50K | 0.5% | |
| Nuveen Small Cap Value R6 Fund | Mutual Funds | — | — | $44K | 0.4% | |
| PGIM Investments PGIM Total Ret Bond R6 Fund | U.S. Treasuries | — | — | $36K | 0.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $34K | 0.3% | |
| Vanguard Group Vanguard Total Int'l Index Adm Fund ** 11 * PGIM Investments PGIM High Yield R6 Fund | Mutual Funds | — | — | $28K | 0.3% | |
| Columbia Funds Columbia Overseas Value I3 | Other securities | — | — | $24K | 0.2% | |
| Investments - * The American Funds Am Fds EuroPacific Grth R6 Fund ** $ | Mutual Funds | — | — | $24K | 0.2% | |
| Cohen & Steers Cohen & Steers Global Rlt Z Fund | Other securities | — | — | $21K | 0.2% | |
| American Century Investments Inflation Adjusted Bond R6 Fund | Other securities | — | — | $20K | 0.2% | |
| Oppenheimer Inv Gld and Sp Minerals R6 Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Janus International Holding, LLC JanusHenderson Triton N | Mutual Funds | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% |
