Daniel Moser signed Threatconnect, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Threatconnect, Inc.'s EIN is 27-2423521.
Download the official 2024 Form 5500 (PDF) for Threatconnect, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Threatconnect, Inc.'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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.5M | 18.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.6M | 10.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.5M | 10.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 7.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 5.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 5.3% | |
| Nuveen Large Cap Gr Indx R6 Mutual fund | Mutual Funds | — | — | $1.2M | 5.0% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.2M | 4.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $790K | 3.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $785K | 3.2% | |
| Vanguard Value Index Admiral Fund Mutual fund | Mutual Funds | — | — | $704K | 2.8% | |
| Nuveen Intl Equity Indx R6 Mutual fund | Mutual Funds | — | — | $450K | 1.8% | |
| AB Large Cap Growth Z Fund Mutual fund | Other securities | — | — | $447K | 1.8% | |
| Vanguard Small Cap Value Index Admiral Fund Mutual fund | Mutual Funds | — | — | $423K | 1.7% | |
| Vanguard ST Corp Bd Index Admiral Fund Mutual fund | Mutual Funds | — | — | $349K | 1.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $333K | 1.3% | |
| MFS Mid Cap Growth Fund Mutual fund | Mutual Funds | — | — | $330K | 1.3% | |
| Vanguard MidCap Value Index Admiral Fund Mutual fund | Mutual Funds | — | — | $295K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $265K | 1.1% | |
| Prin Fixed Income Guaranteed Option Guaranteed interest account | Other securities | — | — | $261K | 1.1% | |
| Vanguard Balanced Index Admiral Fund Mutual fund | Mutual Funds | — | — | $229K | 0.9% | |
| Vanguard Emerging Market Stk Idx Admiral Fund Mutual fund | Common Collective Trusts | — | — | $223K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $218K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $202K | 0.8% | |
| American Funds WshMut Inv R6 Fund Mutual fund | Mutual Funds | — | — | $187K | 0.8% | |
| Amer Funds Amer Bal R6 Fund Mutual fund | Other securities | — | — | $182K | 0.7% | |
| Vanguard Int-Tm Bd Index Admiral Fund Mutual fund | Mutual Funds | — | — | $173K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $166K | 0.7% | |
| Vanguard Real Estate Index Admiral Fund Mutual fund | Mutual Funds | — | — | $160K | 0.6% | |
| JP Morgan Sm Cap Growth Fund Mutual fund | Other securities | — | — | $126K | 0.5% | |
| Loomis Sayles Core Pls Bd N Fd Mutual fund | Other securities | — | — | $115K | 0.5% | |
| American Funds NewWorld R6 Mutual fund | Mutual Funds | — | — | $104K | 0.4% | |
| JP Morgan Equity Income R6 Fund Mutual fund | Other securities | — | — | $93K | 0.4% | |
| (E) | Other securities | — | $72K | $93K | 0.4% | |
| Oakmark International Fund-Instl Mutual fund | Other securities | — | — | $85K | 0.3% | |
| Vanguard High Yield Corp Admiral Fund Mutual fund | Mutual Funds | — | — | $75K | 0.3% | |
| Am Fds Am Hi-Inc Trust R6 Fund Mutual fund | Common Stocks | — | — | $72K | 0.3% | |
| (E) | Other securities | — | — | $70K | 0.3% | |
| PIMCO International Bond Inst Fund Mutual fund | Mutual Funds | — | — | $70K | 0.3% | |
| maturing at various dates, secured by participant account balances | Other securities | — | — | $64K | 0.3% | |
| Vanguard FTSE Soc Index Admiral Fund Mutual fund | Mutual Funds | — | — | $59K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $45K | — |
