Diana Semler signed Concora Credit Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concora Credit Inc.'s EIN is 20-1723773.
Download the official 2024 Form 5500 (PDF) for Concora Credit Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concora Credit 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 | $159K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. (Vanguard) Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $6.3M | 14.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.1M | 9.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.7M | 8.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 8.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.4M | 7.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.9M | 6.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.5M | 5.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.3M | 5.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.8M | 4.2% | |
| Principal Large Cap Growth I Fund | Other securities | — | — | $1.8M | 4.2% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $1.3M | 3.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 2.9% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $1.1M | 2.6% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $723K | 1.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $691K | 1.6% | |
| 2025 to February 2030 and interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $535K | 1.2% | |
| Dimensional Fund Advisors DFA International Large Cap Growth | Mutual Funds | — | — | $516K | 1.2% | |
| Portfolio Instl Fund Dimensional Fund Advisors DFA Emerging Markets Core Equity 2 I | Mutual Funds | — | — | $425K | 1.0% | |
| Fund Vanguard Total Bond Market Fund | Mutual Funds | — | — | $384K | 0.9% | |
| Principal Small Cap Growth I Fund | Other securities | — | — | $376K | 0.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $376K | 0.9% | |
| BlackRock, Inc. BlackRock High Yield Bond K Fund | Common Stocks | — | — | $327K | 0.8% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $326K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $271K | 0.6% | |
| Principal Small Cap Value II Fund | Other securities | — | — | $223K | 0.5% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $223K | 0.5% | |
| Principal Spectrum Preferred | Other securities | — | — | $211K | 0.5% | |
| PRIN SPEC PREF CAP SEC INC PEM PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $211K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $190K | 0.4% | |
| Prudential Investments, LLC Prudential Total Return Bond Q Fund | Other securities | — | — | $180K | 0.4% | |
| Columbia Management Advisors Columbia Strategic Income I3 Fund | Other securities | — | — | $149K | 0.3% | |
| Principal Mid Cap Value Fund | Other securities | — | — | $146K | 0.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $146K | 0.3% | |
| Principal LifeTime Hybrid Income Fund | Other securities | — | — | $88K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $88K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $87K | 0.2% | |
| Pacific Investment Management PIMCO Real Return Institutional Fund | Mutual Funds | — | — | $87K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $83K | 0.2% | |
| Prudential Investments, LLC Prudential Global Real Estate Q Fund | Other securities | — | — | $78K | 0.2% | |
| Delaware Ivy Mid Cap Growth Fund | Other securities | — | — | $73K | 0.2% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $67K | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
