Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC. | 39-1816008 | — | INVESTMENT ADVISORY | $27K | — |
| EQUITABLE ADVISORS, LLC. | 13-4071393 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin SAM Balanced Inst Port | Other securities | — | — | $688K | 16.4% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $535K | 12.8% | |
| Principal Guaranteed Option | Other securities | — | — | $439K | 10.5% | |
| Nuveen Lifecycle Index 2045 R6 | Other securities | — | — | $418K | 10.0% | |
| Prin LgCp S&P 500 Idx Inst Fd | Other securities | — | — | $387K | 9.3% | |
| Nuveen Lifecycle Index 2040 R6 | Other securities | — | — | $206K | 4.9% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $164K | 3.9% | |
| MFS Value R6 Fund | Other securities | — | — | $163K | 3.9% | |
| Nuveen Lifecycle Index 2025 R6 | Other securities | — | — | $149K | 3.6% | |
| Nuveen Lifecycle Index 2050 R6 | Other securities | — | — | $111K | 2.6% | |
| Prin SAM Cons Growth Inst Port | Other securities | — | — | $110K | 2.6% | |
| Fidelity Sm Cap Index Fund | Other securities | — | — | $100K | 2.4% | |
| Nuveen Lifecycle Index 2055 R6 | Other securities | — | — | $89K | 2.1% | |
| JP Morgan Intl Equity R6 Fund | Other securities | — | — | $67K | 1.6% | |
| Nuveen Lifecycle Index 2060 R6 | Other securities | — | — | $66K | 1.6% | |
| Nuveen Lifecycle Index 2030 R6 | Other securities | — | — | $46K | 1.1% | |
| Nuveen Lifecyclee Index 2010 R6 | Other securities | — | — | $37K | 0.9% | |
| T Rowe Price Diversified Mid-Cap Growth Fund | Other securities | — | — | $30K | 0.7% | |
| Nuveen Lifecycle Index 2035 R6 | Other securities | — | — | $30K | 0.7% | |
| American Funds Balanced R6 Fund | Other securities | — | — | $22K | 0.5% | |
| PIMCO Div Inc Inst Fd | Common Stock | — | — | $17K | 0.4% | |
| Lord Abbett Dev Growth R6 Fund | Other securities | — | — | $17K | 0.4% | |
| Nuveen Lifecycle Index 2015 R6 | Other securities | — | — | $16K | 0.4% | |
| John Hancock Disc Val MC R6 Fd | Other securities | — | — | $12K | 0.3% | |
| Participant Loans | Participant loans | — | — | $11K | 0.3% | |
| Prin SAM Cons Bal Inst Port | Other securities | — | — | $11K | 0.3% | |
| Vanguard Dev Mkts Index Adm Fd | Other securities | — | — | $10K | 0.2% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | — | $9K | 0.2% | |
| Principal Bond Mkt Ind Inst Fd | Other securities | — | — | $8K | 0.2% | |
| Invesco Real Estate R6 Fund | Other securities | — | — | $6K | 0.1% | |
| Nuveen Lifecycle Index 2020 R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $27K |
| — |
