Michael O'DONnell signed Comunilife, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Comunilife, Inc.'s EIN is 13-3530299.
Download the official 2023 Form 5500 (PDF) for Comunilife, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Comunilife, Inc.'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 INS CO | 42-0127290 | — | CONTRACT ADMINSTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MGMT LLC | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | 11-3271022 | — | CONTRACT ADMINISTRATOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management & Research Fidelity Frdm Idx 2025 Inv Fd | Common Collective Trusts | — | — | $1.4M | 15.4% | |
| Fidelity Management & Research Fidelity Frdm Idx 2035 Inv Fd | Common Collective Trusts | — | — | $942K | 10.5% | |
| Fidelity Management & Research Fidelity Frdm Idx 2030 Inv Fd | Common Collective Trusts | — | — | $827K | 9.2% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $790K | 8.8% | |
| Fidelity Management & Research Fidelity Frdm Idx 2040 Inv Fd | Common Collective Trusts | — | — | $509K | 5.7% | |
| Fidelity Management & Research Fidelity Frdm Idx 2050 Inv Fd | Common Collective Trusts | — | — | $473K | 5.3% | |
| Fidelity Management & Research Fidelity Frdm Idx 2015 Inv Fd | Common Collective Trusts | — | — | $409K | 4.6% | |
| Fidelity Management & Research Fidelity Frdm Idx 2045 Inv Fd | Common Collective Trusts | — | — | $404K | 4.5% | |
| Fidelity Management & Research Fidelity Frdm Idx 2055 Inv Fd | Common Collective Trusts | — | — | $299K | 3.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $249K | 2.8% | |
| Participant loans with maturity dates through 2027 -0- | Participant loans | — | — | $200K | 2.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $195K | 2.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $163K | 1.8% | |
| Fidelity Management & Research Fidelity Frdm Idx 2010 Inv Fd | Common Collective Trusts | — | — | $149K | 1.7% | |
| Capital Research and Mgmt Co Am Fds Euro Pacific Grth R6 Fd | Common Stocks | — | — | $123K | 1.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $121K | 1.3% | |
| Fidelity Management & Research Fidelity Frdm Idx 2060 Inv Fd | Common Collective Trusts | — | — | $96K | 1.1% | |
| Delaware Management Company Delaware Emerg Mkts R6 Fund | Common Stocks | — | — | $83K | 0.9% | |
| Capital Research and Mgmt Co Am Fds Grth Fd of AM R6 Fund | Common Stocks | — | — | $71K | 0.8% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $55K | 0.6% | |
| PIMCO Funds PIMCO Real Return Instl Fund | Mutual Funds | — | — | $51K | 0.6% | |
| Fidelity Management & Research Fidelity Frdm Idx 2065 Inv Fd | Common Collective Trusts | — | — | $40K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $36K | 0.4% | |
| Fidelity Management & Research Fid Adv High Inc Advant Z Fund | Mutual Funds | — | — | $26K | 0.3% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $23K | 0.3% | |
| JP Morgan Investment Mgmt Inc. JP Morgan Sm Cap Value R6 Fund | Common Stocks | — | — | $13K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $13K | 0.1% | |
| Principal Life Insurance Company Government & HQ Bond Sep Acct | Pooled Separate Accounts | — | — | $12K | 0.1% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $12K | 0.1% | |
| Franklin Mutual Advisers, LLC Franklin Sm-Mid Cap Grth R6 Fd | Mutual Funds | — | — | $11K | 0.1% | |
| Fidelity Management & Research Fidelity Frdm Idx Inc Inv Fd 375 Franklin Mutual Advisers, LLC Franklin Rising Div R6 Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Columbia Management Advisors Columbia Sel Micp Value 13 Fd | Other securities | — | — | $5K | <0.1% | |
| ( a ) ( b ) ( c ) ( d ) ( e ) Mutual funds AB LP AB Global Bond Z Fund | Other securities | — | — | $5K | <0.1% | |
| PGIM Investments, LLC PGIM Jennison Small Co R6 Fd | Common Stocks | — | — | $3K | <0.1% |
