Wendi Newton signed Exagen Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exagen Inc.'s EIN is 20-0434866.
Download the official 2024 Form 5500 (PDF) for Exagen Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exagen Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $21K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 |
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.
| — |
| INVESTMENT ADVISORY |
| $34K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.8M | 19.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 12.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.8M | 12.7% | |
| Principal LargeCap S&P 500 Idx Inst Fund Mutual Fund | Common Collective Trusts | — | — | $1.3M | 8.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 8.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $898K | 6.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $849K | 5.9% | |
| PIMCO Income Institutional Fd Mutual Fund | Mutual Funds | — | — | $627K | 4.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $482K | 3.4% | |
| Principal LargeCap Growth I Inst Fund Mutual Fund | Other securities | — | — | $434K | 3.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $296K | 2.1% | |
| Principal SmallCap S&P 600 Idx Inst Fund Mutual Fund | Common Collective Trusts | — | — | $278K | 1.9% | |
| Principal MidCap S&P 400 Index Inst Fund Mutual Fund | Other securities | — | — | $240K | 1.7% | |
| Amer Beacon SmCap Val R5 Fd Mutual Fund | Other securities | — | — | $181K | 1.3% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $159K | 1.1% | |
| BlackRock Md-Cp Gr Eq K Fd Mutual Fund | Other securities | — | — | $120K | 0.8% | |
| Am Fds EuroPacific Grth R6 Fd Mutual Fund | Other securities | — | — | $117K | 0.8% | |
| Neub Berman Real Estate R6 Fd Mutual Fund | Other securities | — | — | $107K | 0.8% | |
| PGIM Total Ret Bond R6 Fd Mutual Fund | U.S. Treasuries | — | — | $95K | 0.7% | |
| Principal Bond Market Index Inst Fund Mutual Fund | Other securities | — | — | $78K | 0.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $75K | 0.5% | |
| Principal Equity Income Inst Fund Mutual Fund | Other securities | — | — | $67K | 0.5% | |
| Principal Intl Equity Index Inst Fund Mutual Fund | Common Collective Trusts | — | — | $54K | 0.4% | |
| JanusHenderson Triton N Mutual Fund | Other securities | — | — | $48K | 0.3% | |
| GS Intl SC Insights R6 Fd Mutual Fund | Other securities | — | — | $33K | 0.2% | |
| Virtus Cer MC Val Eq R6 Fd Mutual Fund | Other securities | — | — | $30K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $19K | 0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $16K | 0.1% | |
| Inv Dev Mark R6 Fd Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| Prin Fixed Inc Guar Option Guaranteed Investment Contract | Stable Value | — | — | $9K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $8K | <0.1% |
