Karen Krall signed Sourcepass, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sourcepass, LLC's EIN is 11-3615387.
Download the official 2024 Form 5500 (PDF) for Sourcepass, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sourcepass, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE | 42-0127290 | — | CONTRACT ADMINISTRATOR | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICE LLC | 04-2746212 | — | INVESTMENT ADVISORY | $66K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | 11-3271022 | — | CONTRACT ADMINISTRATOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.9M | 19.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.2M | 12.2% | |
| PRIN LIFETIME HYBR 2040 Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.0M | 11.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.5M | 9.8% | |
| PRIN LIFETIME HYBR 2045 Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.3M | 8.9% | |
| PRIN LIFETIME HYBR 2050 Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.2M | 8.5% | |
| PRIN LIFETIME HYBR 2055 Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.0M | 7.9% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 5.9% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $774K | 3.0% | |
| PRIN LIFETIME HYBR 2060 Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $492K | 1.9% | |
| Vanguard Group Vanguard Fed Money Mrkt Inv Fd | Mutual Funds | — | — | $399K | 1.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $399K | 1.5% | |
| PRIN LIFETIME HYBR 2065 Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $385K | 1.5% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fd | Other securities | — | — | $247K | 1.0% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% $ -0- | Bonds / Notes | — | — | $213K | 0.8% | |
| Vanguard Group Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | — | $171K | 0.7% | |
| American Century Investments American Century SC Gr R6 Fd | Other securities | — | — | $160K | 0.6% | |
| PRIN LIFETIME HYBR 2070 Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $152K | 0.6% | |
| BlackRock HY Portfolio K Fund | Other securities | — | — | $150K | 0.6% | |
| SEI TRUST COMPANY ALLSPRING CORE BOND R6 FD ** 455 T. Rowe Price Funds T. Rowe Price Spm Mod Allo Fnd ** 497 T. Rowe Price Funds T.Rw Prc Spc Md Gr Allo I Fund | Common Stocks | — | — | $102K | 0.4% | |
| Fidelity Investments Fidelity International Idx Fd | Common Collective Trusts | — | — | $95K | 0.4% | |
| PIMCO Funds PIMCO StocksPLUS Intl I Fund | Mutual Funds | — | — | $80K | 0.3% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $72K | 0.3% | |
| Eagle Financial Services, Inc. Carillon Eagle MidCaGwth R6 Fd | Common Stocks | — | — | $69K | 0.3% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $40K | 0.2% | |
| Delaware Investments Macquarie Emerging Markets R6 | Other securities | — | — | $34K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $21K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $13K | <0.1% | |
| Franklin Templeton Investments Franklin Small Cap Value R6 Fd | Mutual Funds | — | — | $12K | <0.1% | |
| Lord Abbett Lord Abbett Sht Drtn Inc R6 Fd ** 609 PIMCO Funds PIMCO Income Institutional Fd | Mutual Funds | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $6K | <0.1% |
