Kristina Rienzi signed National Exchange Carrier Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Exchange Carrier Association, Inc.'s EIN is 22-2484310.
Download the official 2024 Form 5500 (PDF) for National Exchange Carrier Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Exchange Carrier Association, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $173K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | 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 |
|---|---|---|---|---|---|
| NATIONAL EXCHANGE CARRIER ASSOCIATI | 22-2484310 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Guaranteed Option | Common Stocks | — | — | $34.2M | 16.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $23.0M | 11.3% | |
| Principal Life Insurance Company Principal Large Cap Growth Separate Account | Pooled Separate Accounts | — | — | $20.9M | 10.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $20.9M | 10.2% | |
| American Century Investments, Inc. American Century Equity Growth Institutional Fund | Common Stocks | — | — | $13.7M | 6.7% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $13.0M | 6.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $11.0M | 5.4% | |
| Fidelity Investments Institutional Services Company Fidelity Advisor Small Cap Growth Fund | Mutual Funds | — | — | $8.7M | 4.3% | |
| Robert W. Baird & Co., Inc. Baird Core Plus Bond Fund | Common Stocks | — | — | $8.0M | 3.9% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $7.6M | 3.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $7.6M | 3.7% | |
| Pacific Investment Management Company PIMCO Income Institutional Fund | Mutual Funds | — | — | $6.8M | 3.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $6.4M | 3.2% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.8M | 2.8% | |
| Fidelity Investments Institutional Services Company Fidelity Puritan Fund | Mutual Funds | — | — | $5.0M | 2.5% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.7M | 2.3% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $4.4M | 2.1% | |
| Fidelity Investments Institutional Services Company Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $4.0M | 2.0% | |
| The American Funds American Funds Europacific Growth R6 Fund | Mutual Funds | — | — | $3.6M | 1.8% | |
| Fidelity Investments Institutional Services Company Fidelity International Index Investment Fund | Mutual Funds | — | — | $3.2M | 1.6% | |
| Loomis, Sayles & Company, L.P. Loomis Sayles Small Cap Value Institutional Fund | Common Stocks | — | — | $2.8M | 1.4% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.4M | 1.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.0M | 1.0% | |
| Deutsche RE Securities S Fund | Other securities | — | — | $1.6M | 0.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $720K | 0.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $689K | 0.3% | |
| Oppenheimer Funds, Inc. Invesco Developing Markets Y Fund | Mutual Funds | — | — | $642K | 0.3% | |
| Notes receivable from participants Interest rate at 4.25% to 9.50%, maturing through 2029 | Bonds / Notes | — | — | $616K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $372K | 0.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $200K | <0.1% |
