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 | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS, LLC | 27-4034238 | — | INVESTMENT ADVISORY | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Large Cap Growth I Fund | Other securities | — | — | $23K | 18.3% | |
| International Equity Index Fund | Common Collective Trusts | — | — | $20K | 15.7% | |
| Large Cap S & P 500 Index Fund | Common Collective Trusts | — | — | $17K | 13.6% | |
| MFS Investment Management Value Fund | Mutual Funds | — | — | $16K | 12.8% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $13K | 10.3% | |
| Lifetime 2025 Fund | Other securities | — | — | $11K | 8.6% | |
| John Hancock Bond Fund | Other securities | — | — | $8K | 5.9% | |
| Bond Market Index Fund | Common Collective Trusts | — | — | $7K | 5.6% | |
| Lifetime 2035 Fund | Other securities | — | — | $7K | 5.5% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $5K | 3.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
