Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | $0 | $1.8M | 28.5% | |
| FIDELITY MID CAP GR IDX FD | Other securities | — | $0 | $568K | 9.2% | |
| FIDELITY US BOND INDEX FUND | Other securities | — | $0 | $470K | 7.6% | |
| PRINCIPAL CORE PLUS BD INST FD | Other securities | — | $0 | $455K | 7.4% | |
| FIDELITY MID CAP VAL IDX FD | Other securities | — | $0 | $454K | 7.4% | |
| FIDELITY MID CP INDEX FUND | Other securities | — | $0 | $396K | 6.4% | |
| PRINCIPAL DIV INTL R6 FUND | Other securities | — | $0 | $395K | 6.4% | |
| FIDELITY 500 INDEX FUND | Other securities | — | $0 | $300K | 4.9% | |
| FIDELITY INTERNATIONAL IDX FD | Other securities | — | $0 | $277K | 4.5% | |
| PRINCIPAL BLUE CHIP R6 FUND | Other securities | — | $0 | $277K | 4.5% | |
| FIDELITY SMALL CAP VAL IDX FD | Other securities | — | $0 | $142K | 2.3% | |
| FIDELITY REAL EST INDEX FUND | Other securities | — | $0 | $142K | 2.3% | |
| FIDELITY SMALL CAP GR IDX FD | Other securities | — | $0 | $130K | 2.1% | |
| SCHWAB SMALL CAP INDEX FUND | Other securities | — | $0 | $129K | 2.1% | |
| FID LC GR INDEX FUND | Other securities | — | $0 | $95K | 1.5% | |
| FIDELITY INF-PR BOND INDEX FD | Other securities | — | $0 | $91K | 1.5% | |
| PRINCIPAL GUARANTEED OPTION | Other securities | — | $0 | $66K | 1.1% | |
| FID LC VAL INDEX FUND | Other securities | — | $0 | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
