Sasha Ingrid Ragsdale signed Principle USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Principle USA, Inc.'s EIN is 26-1849187.
Download the official 2024 Form 5500 (PDF) for Principle USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Principle USA, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $798K | 14.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $773K | 14.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $700K | 13.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $491K | 9.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $435K | 8.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $361K | 6.7% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $283K | 5.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $254K | 4.7% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $196K | 3.7% | |
| American Century Growth R6 American Century 0 | Other securities | — | — | $152K | 2.8% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $136K | 2.5% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $115K | 2.1% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $101K | 1.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $93K | 1.7% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $88K | 1.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $84K | 1.6% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $70K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $54K | 1.0% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $43K | 0.8% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | Other securities | — | — | $41K | 0.8% | |
| Goldman Sachs Em Mkts Eq Insights R6 Goldman Sachs 0 | Other securities | — | — | $40K | 0.7% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $20K | 0.4% | |
| Federated Hermes Govt Obl PRM Federated 0 Fidelity Advisor Total Bond Z Fidelity 0 | Mutual Funds | — | — | $19K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 131 | Common Collective Trust | — | — | $17K | 0.3% | |
| (CL) Invesco Discovery R6 Invesco 0 | Mutual Funds | — | — | $2K | <0.1% | |
| BlackRock Inflation Protected Bond K BlackRock 0 | Other securities | — | — | $2K | <0.1% | |
| American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
