Andrea Raymond signed Performance Health Supply LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Performance Health Supply LLC's EIN is 20-4590834.
Download the official 2024 Form 5500 (PDF) for Performance Health Supply LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Performance Health Supply LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | CONSULTANT | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.6M | 11.9% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.2M | 11.2% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.5M | 10.0% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.4M | 9.7% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.0M | 7.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $3.8M | 6.9% | |
| Fidelity 500 Index Fund Fidelity 500 Index Fund Registered investment company | Common Collective Trusts | — | — | $3.6M | 6.5% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.3M | 5.9% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.9M | 5.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.7M | 4.9% | |
| Vanguard Group Vanguard Fed Money Mrkt Inv Fd Registered Investment Company | Mutual Funds | — | — | $2.5M | 4.5% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.9M | 3.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.4M | 2.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $951K | 1.7% | |
| PGIM Investments PGI Total Ret Bond R6 Fd Registered investment company | U.S. Treasuries | — | — | $906K | 1.6% | |
| Vanguard Group Vanguard Ttl Bd Mkt Idx Adm Fd Registered investment company | Common Collective Trusts | — | — | $874K | 1.6% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $700K | 1.3% | |
| Vanguard Group Vgd Ttl Intl Stk Idx Adm Fd Registered investment company | Common Collective Trusts | — | — | $434K | 0.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $412K | 0.7% | |
| Invesco Inv Dev Mark R6 Fd Registered investment company | Mutual Funds | — | — | $330K | 0.6% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $320K | 0.6% | |
| Janus International Holding, LLC JanusHenderson Triton N Registered investment company | Mutual Funds | — | — | $276K | 0.5% | |
| Capital Research and Mgmy Co Am Fds EuroPacific Grth R6 Fd Registered investment company | Common Stocks | — | — | $262K | 0.5% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $176K | 0.3% | |
| (E) | Other securities | — | — | $87K | 0.2% | |
| American Beacon Funds American Beacon SmallCap Val R5 Fd Registered investment company | Common Stocks | — | — | $87K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | <0.1% | |
| (E) | Other securities | — | — | $13K | <0.1% |
