JILL Morgan signed Tension Envelope Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tension Envelope Corporation's EIN is 22-1589367.
Download the official 2024 Form 5500 (PDF) for Tension Envelope Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tension Envelope Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $170K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | 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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard PrimeCap Fund Mutual Fund | Mutual Funds | — | — | $6.2M | 8.7% | |
| T. Rowe Price Cap Appr Fund Mutual Fund | Other securities | — | — | $5.3M | 7.6% | |
| American Century Ultra Inv Fund Mutual Fund | Other securities | — | — | $5.3M | 7.5% | |
| Principal Large Cap S&P 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $4.8M | 6.8% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.8M | 6.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.4M | 6.2% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.2M | 6.0% | |
| Vanguard Federal Money Market Money Market Fund | Mutual Funds | — | — | $4.1M | 5.9% | |
| Individually Directed Brokerage Accounts Various Investments | Self-Directed Brokerage | — | — | $3.4M | 4.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.9M | 4.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2.4M | 3.5% | |
| Principal Large Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $2.3M | 3.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.3M | 3.2% | |
| PIMCO Real Return Mutual Fund | Mutual Funds | — | — | $1.8M | 2.5% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.6M | 2.3% | |
| Vanguard Explorer Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 2.3% | |
| JOHN HANCOCK CR PL FX IN TR I2 JOHN HANCOCK TRUST COMPANY · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $1.6M | 2.3% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $1.6M | 2.2% | |
| Principal Diversified International Pooled Separate Account | Pooled Separate Accounts | — | — | $1.6M | 2.2% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.6M | 2.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.4M | 2.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 1.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 1.7% | |
| Notes Receivable From Participants Various participants, interest rates of 3.25% to 8.50% | Bonds / Notes | — | — | $1.1M | 1.6% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.1M | 1.6% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.1M | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $917K | 1.3% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $856K | 1.2% | |
| MassMutual Select MidCap Growth Mutual Fund | Other securities | — | — | $813K | 1.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $807K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $803K | 1.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $781K | 1.1% | |
| Principal LifeTime Hybrid Inc. Common and Collective Trust | Common Collective Trusts | — | — | $564K | 0.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $564K | 0.8% | |
| T.Rowe Price International Discovery Mutual Fund | Other securities | — | — | $548K | 0.8% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $468K | 0.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $426K | 0.6% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $294K | 0.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $287K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $229K | 0.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $126K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $81K | 0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $75K | 0.1% | |
| John Hancock Discovery Value Mutual Fund | Other securities | — | — | $69K | <0.1% | |
| (E) | Other securities | — | — | $69K | <0.1% | |
| Principal Small Cap Value II Pooled Separate Account | Pooled Separate Accounts | — | — | $35K | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $35K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $11K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% | |
| (E) | Other securities | — | — | $4K | <0.1% |
