Regina GRIM signed Horwith Trucks, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horwith Trucks, Inc.'s EIN is 23-1732270.
Download the official 2023 Form 5500 (PDF) for Horwith Trucks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Horwith Trucks, Inc.'s plan includes profit-sharing, 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP | 27-3463733 | — | INVESTMENT ADVISORY | $27K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Lifetime 2040 Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $2.2M | 14.7% | |
| PRIN LIFETM 2040 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.2M | 14.7% | |
| Principal Lifetime 2030 Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $2.1M | 14.5% | |
| PRIN LIFETM 2030 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.1M | 14.5% | |
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.7M | 11.2% | |
| PRINCIPAL STABLE VALUE SELECT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.7% | |
| JP Morgan Large Cap Growth R5 Fund Mutual fund | Other securities | — | — | $1.3M | 8.4% | |
| Principal Lifetime 2020 Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $1.1M | 7.3% | |
| PRIN LIFETM 2020 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.1M | 7.3% | |
| Principal Capital Appreciation Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $1.1M | 7.2% | |
| PRIN CAPITAL APPR SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.1M | 7.2% | |
| Principal Lifetime 2060 Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $725K | 4.9% | |
| PRIN LIFETM 2060 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $725K | 4.9% | |
| PRIN SAM CONS GROWTH SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $666K | 4.5% | |
| Principal Diversified International Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $653K | 4.4% | |
| PRIN DIV INTL SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $653K | 4.4% | |
| Principal Lifetime 2050 Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $622K | 4.2% | |
| PRIN LIFETM 2050 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $622K | 4.2% | |
| PRIN SAM BALANCED SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $447K | 3.0% | |
| PRIN MIDCAP S&P 400 IDX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $218K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $181K | 1.2% | |
| PRIN SAM STRAT GROWTH SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $120K | 0.8% | |
| PRIN BLUE CHIP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $87K | 0.6% | |
| PRIN EQUITY INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $79K | 0.5% | |
| PRIN CORE PLUS BOND SEP ACT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $75K | 0.5% | |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $60K | 0.4% | |
| PRIN SAM CONS BALANCED SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $47K | 0.3% | |
| Principal Lifetime Str Income Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $36K | 0.2% | |
| PRIN LIFETM STR INC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $36K | 0.2% | |
| MFS Emerging Markets Debt R3 Fund Mutual fund | Mutual Funds | — | — | $30K | 0.2% | |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $22K | 0.2% | |
| PRIN MIDCAP VALUE I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $16K | 0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $14K | <0.1% | |
| (E) | Other securities | — | $47K | $12K | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Principal Global Emerging Markets Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $12K | <0.1% | |
| PRIN GLBL EM MKT SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Principal Lifetime 2070 Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $10K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
