Stacy YOST signed Blumenthal Distributing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blumenthal Distributing, Inc.'s EIN is 95-3887135.
Download the official 2024 Form 5500 (PDF) for Blumenthal Distributing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blumenthal Distributing, 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 | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Advisors iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $3.6M | 19.7% | |
| Fidelity Management & Research Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $2.8M | 15.4% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.5M | 8.1% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | — | $1.3M | 7.3% | |
| Voya Investment Management Voya Intermediate Bond R6 Fund | Other securities | — | — | $1.3M | 7.2% | |
| Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $1.1M | 5.9% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $994K | 5.5% | |
| Janus Henderson JanusHenderson Enter N Fund | Mutual Funds | — | — | $905K | 5.0% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $771K | 4.3% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $708K | 3.9% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $589K | 3.3% | |
| Principal Prin Fixed Inc Guaranteed Option | Common Stocks | — | — | $490K | 2.7% | |
| Goldman Sachs Asset Management GS Intl SC Insights Instl Fd | Other securities | — | — | $455K | 2.5% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $287K | 1.6% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $278K | 1.5% | |
| Vanguard Infl-Prot Sec Adm Fund | Mutual Funds | — | — | $212K | 1.2% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $211K | 1.2% | |
| JanusHenderson TritonN | Other securities | — | — | $169K | 0.9% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $154K | 0.8% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $102K | 0.6% | |
| (E) | Other securities | — | — | $87K | 0.5% | |
| Allspring Global Investments Allspring Spec Small Cap Val Inst | Other securities | — | — | $87K | 0.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $75K | 0.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $55K | 0.3% | |
| Vanguard Balancd Index Admrl Fd | Mutual Funds | — | — | $33K | 0.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $15K | <0.1% | |
| PIMCO Govt Money Market Inst Fund 1 T. Rowe Price Associates, Inc. T. Rowe Price Intl Disc 1 Fd | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
