This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE, RUTTY AND CO., INC. | 16-0620690 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
| RIMKUS, MARCIANO & ASSOCIATES, INC. | 22-2725182 | — | CONTRACT ADMINISTRATOR | $4K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HYB 2010 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | — |
| PRIN LIFETIME HYB 2015 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RDG PARTNERS CPA, PLLC | 20-3723571 | — | ACCOUNTANT | $0 | — |
| PRIN LIFETIME HYB 2020 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 |
Common Collective Trust |
| $0 |
| — |
| PRIN LIFETIME HYB 2025 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $0 | — |
| PRIN LIFETIME HYB 2030 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $0 | — |
| PRIN LIFETIME HYB 2035 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $0 | — |
| PRIN LIFETIME HYB 2040 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $0 | — |
| PRIN LIFETIME HYB 2045 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $0 | — |
| PRIN LIFETIME HYB 2050 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $0 | — |
| PRIN LIFETIME HYB 2055 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $0 | — |
| PRIN LIFETIME HYB INC CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $0 | — |
| PRINCIPAL STABLE VALUE INST PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $0 | — |
| PRIN LIFETIME HYB 2060 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $0 | — |
| PRIN LIFETIME HYB 2065 CIT Z20 PRIN LIFETIME HYB 2065 CIT Z20 · EIN 26-6447574 / PN 013 | Common Collective Trust | $0 | — |