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 |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | CONSULTANT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
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.
| % of plan | |||
|---|---|---|---|
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $9.2M | 13.2% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $6.7M | 9.6% |
| PRINCIPAL BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | $5.2M | 7.5% |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | $1.7M | 2.5% |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $109K | 0.2% |
| PRINCIPAL DIV REAL ASSER SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | $1K | <0.1% |
| NATIONAL BENEFIT SERVICES LLC |
| 20-3886993 |
| — |
| PLAN ADMINISTRATOR |
| $42K |
| — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | CONTRACT ADMINISTRATOR | $38K | — |
