Joshua Owens signed Payfone, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Payfone, Inc.'s EIN is 26-2231809.
Download the official 2024 Form 5500 (PDF) for Payfone, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Payfone, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 82-1301701 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $3.8M | 16.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $2.9M | 12.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $2.6M | 11.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 10.8% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $2.6M | 10.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $1.7M | 7.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $1.3M | 5.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.2M | 4.9% | |
| Vanguard Balncd Index Admrl Fd | Mutual Funds | — | $0 | $941K | 4.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $832K | 3.5% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $580K | 2.5% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | $0 | $548K | 2.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $548K | 2.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $494K | 2.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $490K | 2.1% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $427K | 1.8% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $398K | 1.7% | |
| Fid Adv High Inc Advant Z Fund | Mutual Funds | — | $0 | $392K | 1.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z | Common Collective Trusts | — | $0 | $374K | 1.6% | |
| Vgd LifeStrategy Growth Inv Fd | Other securities | — | $0 | $328K | 1.4% | |
| Lord Abbett Bd Debenture R6 Fd | Mutual Funds | — | $0 | $299K | 1.3% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | $0 | $283K | 1.2% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $0 | $263K | 1.1% | |
| JP Morgan Govt Bond R6 Fund | U.S. Treasuries | — | $0 | $257K | 1.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $231K | 1.0% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $204K | 0.9% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $198K | 0.8% | |
| Prin Blue Chip SA-Z | Common Stocks | — | $0 | $198K | 0.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $189K | 0.8% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | $0 | $163K | 0.7% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | $0 | $163K | 0.7% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $145K | 0.6% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | $0 | $142K | 0.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $82K | 0.3% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | $0 | $82K | 0.3% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $65K | 0.3% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $48K | 0.2% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $48K | 0.2% | |
| PGIM Global Total Ret R6 Fd | Other securities | — | $0 | $43K | 0.2% | |
| Alger Small Cap Focus Z Fund | Other securities | — | $0 | $43K | 0.2% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $33K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $20K | <0.1% | |
| Prin Equity Income SA-Z | Common Stocks | — | $0 | $20K | <0.1% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $8K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $2K | <0.1% | |
| Prin Gl Real Est Sec SA-Z | Common Stocks | — | $0 | $2K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2K | <0.1% |
