Cheri-Lynne Catalan signed Princess House, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Princess House, Inc.'s EIN is 22-3320693.
Download the official 2024 Form 5500 (PDF) for Princess House, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Princess House, Inc.'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 | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISORY | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Insurance company general - Fixed Income * Principal Life Insurance Company Guaranteed Option | Common Stocks | — | — | $5.8M | 15.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.4M | 14.6% | |
| s - Large Cap Growth I * Principal Life Insurance Company Separate Account - Z | Pooled Separate Accounts | — | — | $4.7M | 12.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.7M | 12.6% | |
| Am Funds The American Funds EuroPacific Growth R6 Fund | Registered Investment Companies | — | — | $3.1M | 8.4% | |
| PGIM Total Return PGIM Investments Bond R6 Fund | Registered Investment Companies | — | — | $2.7M | 7.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2.7M | 7.2% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $2.3M | 6.3% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $2.1M | 5.8% | |
| MassMutual Mid MassMutual Financial Group Cap Growth I Fund | Registered Investment Companies | — | — | $2.0M | 5.3% | |
| T. Rowe Price Int T. Rowe Price Funds US SC Gr Eq I | Registered Investment Companies | — | — | $1.5M | 4.1% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| DFA US Targeted Dimensional Fund Advisors Value I Fund | Registered Investment Companies | — | — | $1.3M | 3.6% | |
| s - Mid Cap S&P 400 Index * Principal Life Insurance Company Separate Account - Z | Pooled Separate Accounts | — | — | $796K | 2.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $796K | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $676K | 1.8% | |
| Participant Loans Interest rates range from 3.25% to 8.50% $ - | Bonds / Notes | — | — | $466K | 1.3% | |
| (E) | Other securities | — | — | $19K | <0.1% | |
| Treasury MM Inv Vanguard Group Fund | Registered Investment Companies | — | — | $19K | <0.1% |
