Dwayne Williams signed Frontline Insurance Managers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frontline Insurance Managers, Inc.'s EIN is 13-3963337.
Download the official 2024 Form 5500 (PDF) for Frontline Insurance Managers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frontline Insurance Managers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group 500 Index Admiral | Common Collective Trusts | — | — | $9.6M | 13.0% | |
| Vanguard Group Growth Index Admiral | Mutual Funds | — | — | $8.8M | 11.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7.3M | 10.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.4M | 7.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.0M | 6.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.0M | 6.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.9M | 5.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.0M | 4.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.0M | 4.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.9M | 3.9% | |
| Vanguard Group Value Index Admiral | Mutual Funds | — | — | $1.8M | 2.5% | |
| Vanguard Group Short Term Investment Grade Admiral | Mutual Funds | — | — | $1.8M | 2.4% | |
| Vanguard Group Small Cap Growth Index Admiral | Mutual Funds | — | — | $1.7M | 2.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.7M | 2.3% | |
| Vanguard Group Mid Cap Growth Index Admiral | Mutual Funds | — | — | $1.5M | 2.0% | |
| PIMCO StocksPLUS International I | Mutual Funds | — | — | $1.4M | 1.9% | |
| Vanguard Group Mid Cap Value Index Admiral | Mutual Funds | — | — | $1.1M | 1.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| Vanguard Group Small Cap Value Index Admiral | Mutual Funds | — | — | $1.0M | 1.4% | |
| Notes receivable from participants 4.25% - 9.5%, maturity from 2025 - 2030 | Bonds / Notes | — | — | $904K | 1.2% | |
| Vanguard Group Mid Cap Index Admiral | Mutual Funds | — | — | $842K | 1.1% | |
| BlackRock FL RT inc K Fd | Common Stocks | — | — | $772K | 1.0% | |
| Schwab International Index | Mutual Funds | — | — | $697K | 0.9% | |
| Vanguard Group Emerging Market Stock Index Admiral | Mutual Funds | — | — | $647K | 0.9% | |
| Vanguard Group Small Cap Index Admiral | Mutual Funds | — | — | $563K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $555K | 0.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $393K | 0.5% | |
| Vanguard Group Intermediate Term Bond Index Admiral | Mutual Funds | — | — | $328K | 0.4% | |
| Vanguard Group REIT Index Admiral | Mutual Funds | — | — | $321K | 0.4% | |
| Vanguard Group Corporate Fund Admiral | Mutual Funds | — | — | $167K | 0.2% | |
| Vanguard Group Info Tech Index Admiral | Mutual Funds | — | — | $112K | 0.2% | |
| Vanguard Group Long Term Investment Grade Bond Admiral | Mutual Funds | — | — | $112K | 0.2% | |
| Vanguard Group Mtrl Index Admiral | Mutual Funds | — | — | $107K | 0.1% | |
| Vanguard Group Ttl International Bond Index Admiral | Mutual Funds | — | — | $105K | 0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $102K | 0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $34K | <0.1% | |
| PIMCO Emerging Markets Bond Investors | Mutual Funds | — | — | $33K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $141 | <0.1% | |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | OTHER SERVICES | $25K | — |
