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 |
|---|---|---|---|---|---|
| THE WEALTH ALLANCE, LLC | 83-2902030 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $162K | — |
| ORENDA RETIREMENT, LLC | 36-4877979 |
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 2035 SEP ACCT-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | $6.4M | 16.3% |
| PRIN LIFETIME 2025 SEP ACCT-Z |
| — |
| CONTRACT ADMINISTRATOR |
| $37K |
| — |
Pooled Separate Account |
| $4.5M |
| 11.4% |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $3.5M | 8.8% |
| PRIN STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $2.9M | 7.5% |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | $2.6M | 6.7% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $2.6M | 6.5% |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $2.1M | 5.4% |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $1.8M | 4.6% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $1.7M | 4.4% |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $1.1M | 2.9% |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | $1.1M | 2.9% |
| PRIN CORE PLUS BOND SEP ACCT - Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $699K | 1.8% |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $677K | 1.7% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $414K | 1.0% |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $182K | 0.5% |
| PRIN SMCAP GROWTH I SEP ACCT - Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $169K | 0.4% |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $81K | 0.2% |
| PRINCIPAL LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | $76K | 0.2% |
| PRIN MIDCAP GROWTH SEP ACCT - Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | $64K | 0.2% |
| PRINCIPAL LIFETIME 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | $55K | 0.1% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $29K | <0.1% |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFETIME INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | $26K | <0.1% |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $0 | <0.1% |
