James Keglovits signed Paperworks Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paperworks Industries, Inc.'s EIN is 26-2919931.
Download the official 2024 Form 5500 (PDF) for Paperworks Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Large Cap S&P 500 Index Separate Account | Pooled Separate Accounts | — | $868K | $2.0M | 25.3% | |
| PRIN LGCAP S&P500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.0M | 25.3% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | $630K | $1.2M | 14.6% | |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.2M | 14.6% | |
| Principal Life Insurance Company Principal Diversified International Separate Account | Pooled Separate Accounts | — | $727K | $1.2M | 14.5% | |
| PRIN DIVERSIFIED INTL SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.2M | 14.5% | |
| BlackRock Strategic Income Opportunities Inv Fund | Other securities | — | $1.1M | $1.1M | 13.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $616K | $1.0M | 12.6% | |
| PRIN CORE PLUS BOND SEP ACT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $391K | $426K | 5.3% | |
| Oppenheimer Invesco Developing Markets Fund | Mutual Funds | — | $448K | $374K | 4.6% | |
| PRIN LDI LONG DURATION SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $362K | $337K | 4.2% | |
| Principal Life Insurance Company Principal Spectrum Preferred and Capital Securities Income Fund | Common Stocks | — | $210K | $329K | 4.1% | |
| PRIN SPEC PREF CAP SEC INC R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $329K | 4.1% | |
| Principal Life Insurance Company Principal Liquid Assets Separate Account | Pooled Separate Accounts | — | $86K | $89K | 1.1% | |
| PRIN LIQUID ASSET SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $89K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
