Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | OTHER SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $100K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIQUID ASSETS SEP ACCT-I2 | Other securities | — | $10.1M | $9.0M | 39.1% | |
| VANGUARD INT-TM TREAS IDX ADM | Other securities | — | $6.9M | $5.4M | 23.3% | |
| VGD INTER-TERM INV-GRD ADM FD | Other securities | — | $4.5M | $3.6M | 15.7% | |
| VANGUARD LONG TRM TREA IDX ADM | Other securities | — | $3.9M | $3.5M | 15.4% | |
| ANNUITY CONTRACT NUMBER 8-04119 | Other securities | — | $219K | $219K | 1.0% | |
| PRIN LIQUID ASSETS SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $219K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
