KATE Oppenheimer signed Divco West Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Divco West Services, LLC's EIN is 26-4077049.
Download the official 2024 Form 5500 (PDF) for Divco West Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Divco West Services, LLC's plan includes profit-sharing, 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 | $155K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | 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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $9.3M | 21.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $6.2M | 14.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.2M | 9.7% | |
| Prin Short-term Sep Acct Pooled Separate Accounts ** 125 American Century Ultra R6 Fund Registered Investment Company | Pooled Separate Accounts | — | — | $3.7M | 8.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.2M | 5.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.1M | 4.8% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.9M | 4.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| Blackrock MidCap Growth Equity R Fund Common Collective Trust | Common Collective Trusts | — | — | $1.6M | 3.6% | |
| BLACKROCK MID CAP EQ IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 3.0% | |
| Carillon Eagle MidCap Growth R6 Fund Registered Investment Company | Common Stocks | — | — | $1.1M | 2.7% | |
| American Funds Washington Mutual R6 Fund Registered Investment Company | Mutual Funds | — | — | $1.0M | 2.3% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $882K | 2.0% | |
| Victory Sycamore Established Value R6 Fund Registered Investment Company | Common Stocks | — | — | $855K | 2.0% | |
| American Funds New World R6 Fund Registered Investment Company | Mutual Funds | — | — | $832K | 1.9% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $723K | 1.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $539K | 1.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $482K | 1.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $452K | 1.0% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $416K | 1.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $409K | 0.9% | |
| Harbor Small Cap Growth Retirement Fund Registered Investment Company | Common Stocks | — | — | $299K | 0.7% | |
| PGIM Total Return Bond R6 Fund Registered Investment Company | Common Stocks | — | — | $272K | 0.6% | |
| PIMCO Income Inst Fund Registered Investment Company | Mutual Funds | — | — | $160K | 0.4% | |
| DFA US Targeted Value I Fund Registered Investment Company | Mutual Funds | — | — | $157K | 0.4% | |
| maturing through January 2030 | Other securities | — | — | $156K | 0.4% | |
| AB Bond Infl Stat Z Fund Registered Investment Company | Common Stocks | — | — | $112K | 0.3% | |
| American EuroPacific Growth R6 Fund Registered Investment Company | Common Stocks | — | — | $100K | 0.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $75K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $54K | 0.1% | |
| (E) | Other securities | — | — | $54K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $41K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $7K | <0.1% | |
| PRIN SHORT-TERM INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | — | $125 | <0.1% |
