Fred Griffiths signed Inergex, LLC DBA Crossfuze's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inergex, LLC DBA Crossfuze's EIN is 20-0479750.
Download the official 2024 Form 5500 (PDF) for Inergex, LLC DBA Crossfuze from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inergex, LLC DBA Crossfuze'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 | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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.
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 |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $60K | $2.5M | 14.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $43K | $2.3M | 13.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $44K | $2.3M | 13.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $4K | $1.4M | 8.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $25K | $1.3M | 8.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $48K | $1.2M | 7.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $28K | $1.2M | 7.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $24K | $921K | 5.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $16K | $785K | 4.7% | |
| Vanguard Group Vanguard Growth Index Admiral Fund - 3,163 shares | Mutual Funds | — | $3K | $668K | 4.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $8K | $292K | 1.8% | |
| The American Funds American Funds Growth Fund of America R6 Fund - 2,869 shares | Mutual Funds | — | $3K | $214K | 1.3% | |
| Vanguard Group Vanguard Value Index Admiral Fund - 2,599 shares | Mutual Funds | — | $3K | $172K | 1.0% | |
| Vanguard Group Vanguard Total International Stock Index Fund - 5,394 shares | Common Collective Trusts | — | $5K | $171K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $1K | $143K | 0.9% | |
| The American Funds American Funds New Perspective R6 Fund - 1,792 shares | Mutual Funds | — | $2K | $111K | 0.7% | |
| Janus International Holding, LLC Janus Henderson Triton Fund - 3,931 shares | Mutual Funds | — | $4K | $108K | 0.6% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID Cap Fund - 2,151 shares | Other securities | — | $2K | $90K | 0.5% | |
| Principal Life Insurance Company Mid Capital S&P 400 Index Account - 775 shares | Common Stocks | — | — | $85K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $85K | 0.5% | |
| (E) | Other securities | — | — | $81K | 0.5% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral Fund - 8,545 shares | Mutual Funds | — | $9K | $81K | 0.5% | |
| Vanguard Group Vanguard Small Cap Value Index Fund - 854 shares | Common Collective Trusts | — | — | $73K | 0.4% | |
| Vanguard Group Vanguard International Growth Admiral Fund - 699 shares | Mutual Funds | — | — | $71K | 0.4% | |
| Participant loans Notes receivable from participants with various maturity dates (interest rates from 4.50% to 9.50%) | Bonds / Notes | — | — | $67K | 0.4% | |
| The American Funds American Funds New World R6 Fund - 710 shares | Mutual Funds | — | — | $55K | 0.3% | |
| Pimco Funds PIMCO International Bond Fund - 4,793 shares | Mutual Funds | — | $5K | $48K | 0.3% | |
| Invesco Growth Invesco Growth and Income Fund - 1,910 shares | Mutual Funds | — | $2K | $41K | 0.2% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $36K | 0.2% | |
| Vanguard Group Vanguard Real Estate Index Admiral Fund - 256 shares | Mutual Funds | — | — | $32K | 0.2% | |
| Western Asset Management Western Asset Core Plus Bond Fund Class IS - 3,297 shares | Other securities | — | $3K | $30K | 0.2% | |
| Vanguard Group Vanguard Mid Cap Value Index Admiral Fund - 284 shares | Mutual Funds | — | — | $24K | 0.1% | |
| Lord Abbet Lord Abbett High Yield R6 Fund - 3,195 shares | Mutual Funds | — | $3K | $21K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $1K | $20K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $12K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $9K | <0.1% |
