Inteva Products, LLC's EIN is 26-1226551.
Download the official 2024 Form 5500 (PDF) for Inteva Products, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inteva Products, LLC's plan includes 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 | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOC INC | 59-1237041 | — | INVESTMENT ADVISORY | $11K | — |
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 LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.7M | 17.8% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.2M | 14.4% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.0M | 12.7% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.9M | 12.1% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.6M | 10.7% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 7.8% | |
| Notes Receivable from Participants * Participant notes receivable maturing at various dates through November 2050, interest rates ranging from 4.25% to 9.25%. # | Bonds / Notes | — | — | $817K | 5.3% | |
| PIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $500K | 3.3% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 002 | Pooled Separate Account | — | — | $435K | 2.8% | |
| PRIN LIFETIME HYBR 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $361K | 2.4% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $346K | 2.3% | |
| JP Morgan JP Morgan Large Cap Growth Fund # | Other securities | — | — | $318K | 2.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $194K | 1.3% | |
| PRIN LIFETIME HYBR 2065 CIT U PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $150K | 1.0% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $108K | 0.7% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $72K | 0.5% | |
| American Funds American Funds Europacific Growth R6 Fund # | Mutual Funds | — | — | $63K | 0.4% | |
| Principal Life Insurance Principal Mid Cap S&P 400 Index Separate Company Account – Z # | Common Stocks | — | — | $61K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $61K | 0.4% | |
| Principal Life Insurance Principal Core Fixed Income Company Separate Account # | Pooled Separate Accounts | — | — | $47K | 0.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $47K | 0.3% | |
| Neuberger Burman Neuberger Burman Large Cap Value Fund # | Other securities | — | — | $46K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $39K | 0.3% | |
| Invesco Developing Markets Fund # | Mutual Funds | — | — | $37K | 0.2% | |
| MFS Emerging Markets Debt R6 Fund # 151 American Funds American Funds Capital World Growth and Income R6 Fund # | Mutual Funds | — | — | $29K | 0.2% | |
| PRIN SMALLCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $27K | 0.2% | |
| Lord Abbett Lord Abbett Short Duration Income R6 Fund # | Mutual Funds | — | — | $26K | 0.2% | |
| PIMCO Real Return Instl Fund # | Mutual Funds | — | — | $18K | 0.1% | |
| MassMutual Select Mid Cap Growth Inst Fund # | Other securities | — | — | $15K | <0.1% | |
| Vanguard Group Vanguard Midcap Value Investor Fund # | Mutual Funds | — | — | $9K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $8K | <0.1% | |
| American Beacon American Beacon Small Cap Value Institutional Fund # | Other securities | — | — | $6K | <0.1% | |
| Legg Mason ClearBridge Small Cap Growth IS Fund # | Other securities | — | — | $5K | <0.1% | |
| Prudential Funds Prudential High-Yield R6 Fund # | Other securities | — | — | $5K | <0.1% | |
| Transamerica International Equity R6 Fund # | Other securities | — | — | $3K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
