Diana Lande signed The Secant Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Secant Group, LLC's EIN is 23-1944905.
Download the official 2024 Form 5500 (PDF) for The Secant Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Secant Group, 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 | $48K | — |
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 LargeCap Growth I SA-Z | Common Stocks | — | — | $6.4M | 18.2% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | — | $5.2M | 14.6% | |
| Prin MidCap Sep Acct-Z | Pooled Separate Accounts | — | — | $4.5M | 12.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.5M | 12.7% | |
| JanusHenderson SmCp Val N | Other securities | — | — | $4.2M | 12.0% | |
| Participant Loans | Participant loans | — | — | $2.7M | 7.7% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $1.7M | 4.8% | |
| Harbor Small Cap Gr Ret Fund | Other securities | — | — | $1.7M | 4.8% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | — | $1.7M | 4.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.7M | 4.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.5M | 4.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 3.5% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.2M | 3.4% | |
| Principal U.S. Property SA-Z | Common Stocks | — | — | $1.2M | 3.4% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $778K | 2.2% | |
| Fidelity Emerg Mkt Index Fund | Common Collective Trusts | — | — | $693K | 2.0% | |
| Columbia Strat Income I3 Fund | Other securities | — | — | $515K | 1.5% | |
| T. R Price Mid-Cap Val I Fd | Other securities | — | — | $449K | 1.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $414K | 1.2% | |
| Fidelity Total Int Idx Fund | Common Collective Trusts | — | — | $414K | 1.2% | |
| T. Rowe Price Div Grwth I Fd | Other securities | — | — | $246K | 0.7% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $107K | 0.3% | |
| BAIRD CORE PLUS BOND I FUND | Other securities | — | — | $69K | 0.2% | |
| CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $0 | <0.1% |
