Mary PELT signed Innovative Hearth Products LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Hearth Products LLC's EIN is 95-3127770.
Download the official 2022 Form 5500 (PDF) for Innovative Hearth Products LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Innovative Hearth Products LLC's plan includes profit-sharing, 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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Common Collective Trusts * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Collective Trusts | — | — | $2.1M | 18.0% | |
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.1M | 18.0% | |
| LifeTime Hybrid 2025 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $943K | 8.2% | |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $943K | 8.2% | |
| LifeTime Hybrid 2030 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $799K | 6.9% | |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $799K | 6.9% | |
| LifeTime Hybrid 2045 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $742K | 6.4% | |
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $742K | 6.4% | |
| LifeTime Hybrid 2040 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $652K | 5.7% | |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $652K | 5.7% | |
| s * Principal Life Insurance Company Principal Global Investors - Principal N/R | Pooled Separate Accounts | — | — | $642K | 5.6% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $642K | 5.6% | |
| PRIN LARGECAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $573K | 5.0% | |
| Principal Life Insurance Company Principal Global Investors - Principal N/R | Common Stocks | — | — | $559K | 4.9% | |
| PRIN CAPITAL APPR SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $559K | 4.9% | |
| LifeTime Hybrid 2035 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $531K | 4.6% | |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $531K | 4.6% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth Fund N/R | Mutual Funds | — | — | $446K | 3.9% | |
| Fully Benefit-Responsive Insurance Contract * Principal Life Insurance Company Fixed Income Guaranteed Option N/R | Common Stocks | — | — | $385K | 3.3% | |
| LifeTime Hybrid 2050 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $363K | 3.1% | |
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $363K | 3.1% | |
| Capital Appreciation * Principal Life Insurance Company LA Capital Mgmt/Victory - Principal N/R | Common Stocks | — | — | $318K | 2.8% | |
| PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $318K | 2.8% | |
| LifeTime Hybrid 2020 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $279K | 2.4% | |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $279K | 2.4% | |
| American Funds American Funds New Perspective R3 N/R | Mutual Funds | — | — | $264K | 2.3% | |
| Participant Loans * Participants Loans Interest rates: 4.25% to 8.50% $0 | Bonds / Notes | — | — | $261K | 2.3% | |
| Fund PGIM Investments PGIM Jennison Mid-Cap Growth Fund N/R | Other securities | — | — | $199K | 1.7% | |
| LifeTime Hybrid 2055 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $184K | 1.6% | |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $184K | 1.6% | |
| MidCap Value I * Principal Life Insurance Company Principal Global Investors - Principal N/R | Common Stocks | — | — | $165K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $165K | 1.4% | |
| MidCap S&P 400 Index * Principal Life Insurance Company Principal Global Investors - Principal N/R | Common Stocks | — | — | $151K | 1.3% | |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $151K | 1.3% | |
| Equity Income * Principal Life Insurance Company Principal Global Investors - Principal N/R | Common Stocks | — | — | $148K | 1.3% | |
| PRIN CORE PLUS BOND SEP ACT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $148K | 1.3% | |
| Fidelity Investments Fidelity Advisor Small Cap Value M Fund N/R | Mutual Funds | — | — | $144K | 1.2% | |
| LifeTime Hybrid 2060 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $128K | 1.1% | |
| PRIN LIFETIME HY 2065 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $128K | 1.1% | |
| PRINCIPAL BOND MKT INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $111K | 1.0% | |
| (E) | Other securities | — | — | $96K | 0.8% | |
| Bond Market Index * Principal Life Insurance Company Principal Global Investors - Principal N/R | Common Stocks | — | — | $96K | 0.8% | |
| PRINCIPAL SMALLCAP SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $96K | 0.8% | |
| LifeTime Hybrid 2065 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $88K | 0.8% | |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $88K | 0.8% | |
| (E) | Other securities | — | — | $63K | 0.5% | |
| American Funds American Funds New World R3 Fund N/R | Mutual Funds | — | — | $63K | 0.5% | |
| Franklin Templeton Investments Franklin International Growth Fund N/R | Mutual Funds | — | — | $30K | 0.3% | |
| Franklin Templeton Investments Franklin Small Cap Growth Fund N/R | Mutual Funds | — | — | $18K | 0.2% | |
| LifeTime Hybrid 2015 * Principal Trust Company Multiple Sub-Advisors - Principal N/R | Common Stocks | — | — | $17K | 0.1% |
