Francis Parella signed Centrex Distributors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centrex Distributors, LLC's EIN is 05-0427071.
Download the official 2024 Form 5500 (PDF) for Centrex Distributors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centrex Distributors, LLC'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 | $950 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | 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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Time 2050 Separate Account | Pooled Separate Accounts | — | — | $1.3M | 14.2% | |
| PRIN LIFETM 2050 SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.3M | 14.2% | |
| Columbia Large Cap Growth R Fund | Other securities | — | — | $1.3M | 13.5% | |
| Principal Life Time 2040 Separate Account | Pooled Separate Accounts | — | — | $1.2M | 12.9% | |
| PRIN LIFETM 2040 SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.2M | 12.9% | |
| American Funds AM Mutual R3 Fund | Mutual Funds | — | — | $967K | 10.2% | |
| Diversified International Separate Account | Pooled Separate Accounts | — | — | $578K | 6.1% | |
| PRINCIPAL DIV INTL SA SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $578K | 6.1% | |
| Securities Separate Account | Real Estate | — | — | $542K | 5.7% | |
| PRIN REAL ESTATE SECS SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $542K | 5.7% | |
| PRIN MIDCAP S&P 400 INDEX SA SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $393K | 4.1% | |
| Principal Global Emerging Markets Fund | Other securities | — | — | $361K | 3.8% | |
| PRINCIPAL GLBL EM MKT SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $361K | 3.8% | |
| Principal Life Time 2030 Separate Account | Pooled Separate Accounts | — | — | $311K | 3.3% | |
| PRIN LIFETM 2030 SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $311K | 3.3% | |
| Small Cap S&P 600 Separate Account | Pooled Separate Accounts | — | — | $308K | 3.3% | |
| PRIN SMALLCAP S&P 600 INDEX SA SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $308K | 3.3% | |
| PRIN MIDCAP GROWTH III SA SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $216K | 2.3% | |
| Principal Life Time 2060 Separate Account | Pooled Separate Accounts | — | — | $201K | 2.1% | |
| PRIN LIFETM 2060 SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $201K | 2.1% | |
| SmallCap Growth I Separate Account | Pooled Separate Accounts | — | — | $196K | 2.1% | |
| PRINCIPAL SMCAP GROWTH I SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $196K | 2.1% | |
| SmallCap Separate Account | Pooled Separate Accounts | — | — | $184K | 1.9% | |
| PRINCIPAL SMCAP SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $184K | 1.9% | |
| Mid Cap Value I Separate Account | Pooled Separate Accounts | — | — | $180K | 1.9% | |
| PRIN MIDCAP VALUE I SA SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $180K | 1.9% | |
| Bond Market Index Separate Account | Pooled Separate Accounts | — | — | $170K | 1.8% | |
| PRINCIPAL BOND MKT IDX SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $170K | 1.8% | |
| Principal Life Time 2020 Separate Account | Pooled Separate Accounts | — | — | $159K | 1.7% | |
| PRIN LIFETM 2020 SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $159K | 1.7% | |
| Liquid Assets Separate Account | Pooled Separate Accounts | — | — | $158K | 1.7% | |
| PRIN LIQ ASSETS SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $158K | 1.7% | |
| Large Cap S&P 500 Index Separate Account | Pooled Separate Accounts | — | — | $128K | 1.3% | |
| PRIN LGCP S&P 500 IDX SA SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $128K | 1.3% | |
| PRIN INTL EQUITY INDEX SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $98K | 1.0% | |
| PRIN HIGH YIELD SEP ACC-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $84K | 0.9% | |
| Small Cap Value II Separate Account | Pooled Separate Accounts | — | — | $79K | 0.8% | |
| PRIN SMALLCAP VALUE II SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $79K | 0.8% | |
| Principal Life Time Strategic Income Separate Account | Pooled Separate Accounts | — | — | $53K | 0.6% | |
| PRIN LIFETM STR INCOME SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $53K | 0.6% | |
| Capital Appreciation Separate Account | Pooled Separate Accounts | — | — | $26K | 0.3% | |
| PRIN CAPITAL APPR SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $26K | 0.3% | |
| Principal Life Time 2070 Separate Account | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| PRIN LIFETM 2070 SEP ACC-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $15K | 0.2% | |
| Overseas Separate Account | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| PRINCIPAL OVERSEAS SEP ACT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Global Mutli Strategy Separate Account | Pooled Separate Accounts | — | — | $478 | <0.1% | |
| PRINCIPAL GLOBAL MULTI-STR SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 132 | Pooled Separate Account | — | — | $478 | <0.1% | |
| PRIN INTERNATIONAL I SA SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP VALUE III SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | THIRD PARTY ADMIN | $0 | — |
