This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT MANAGEMENT | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS INC | 38-2383171 | — | PLAN ADMINISTRATOR | $34K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME STRAT INC SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $16.5M | 19.9% |
| PRIN LIFETIME 2050 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $9.0M | 10.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARD, FISHER & COMPANY LLC | 05-0234540 | — | ACCOUNTANT | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RODIO & URSILLO | 05-0398359 | — | LEGAL | $24K | — |
| ROBERT CHEVERIE & ASSOCIATES | 06-1335139 | — | LEGAL | $9K | — |
| PRIN LIFETIME 2030 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 |
Pooled Separate Account |
| $6.9M |
| 8.3% |
| PRIN LIFETIME 2040 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $6.1M | 7.4% |
| PRIN LIFETIME 2020 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $5.8M | 7.0% |
| PRIN LIFETIME 2060 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $1.2M | 1.5% |
| PRIN LIFETM 2070 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | $15K | <0.1% |
