This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATION | $120K | — |
| DUNBAR BENDER & ZAPF INC. | 25-1650062 | — | CONTRACT ADMINISTRATOR | $12K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LGCP S&P 5500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $1.5M | 5.0% |
| PRIN MIDCAP S&P 400 IDX SA_Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $527K | 1.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE | 39-1816008 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PRIN SMCAP S&P 600 INDEX SZ-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 |
Pooled Separate Account |
| $349K |
| 1.1% |
