Thomas Peitler signed Analygence, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Analygence, Inc.'s EIN is 27-2972135.
Download the official 2024 Form 5500 (PDF) for Analygence, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Analygence, 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 | $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 | |||||
|---|---|---|---|---|---|---|
| AM FDS 2035 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $1.6M | 15.9% | |
| AM FDS 2025 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $1.2M | 12.3% | |
| AM FDS 2040 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $1.1M | 10.6% | |
| FIDELITY 500 INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $867K | 8.6% | |
| AM FDS 2030 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $849K | 8.4% | |
| AM FDS 2045 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $800K | 7.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $525K | 5.2% | |
| AM FDS 2050 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $441K | 4.4% | |
| AM FDS 2015 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $410K | 4.1% | |
| AM FDS 2020 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $273K | 2.7% | |
| AM FDS 2055 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $210K | 2.1% | |
| JPMORGAN MID CAP GROWTH R6 FD Mutual Fund | Other securities | — | — | $206K | 2.0% | |
| AM FDS 2065 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $203K | 2.0% | |
| AM FDS 2010 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $202K | 2.0% | |
| HARTFORD CORE EQUITY R6 FUND Mutual Fund | Other securities | — | — | $179K | 1.8% | |
| AMERICAN FUNDS NEWPRSP R6 FND Mutual Fund | Mutual Funds | — | — | $131K | 1.3% | |
| AM FDS 2060 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $106K | 1.1% | |
| ISHARES MSCI EAFE INT IDX K FD Mutual Fund | Common Collective Trusts | — | — | $89K | 0.9% | |
| FIDELITY SM CAP INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $85K | 0.8% | |
| FIDELITY MID CP INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $79K | 0.8% | |
| FRANKLIN SMALL CAP GRTH R6 FD Mutual Fund | Mutual Funds | — | — | $66K | 0.6% | |
| Notes receivable from participants Participant Loans*** | Participant loans | — | — | $60K | 0.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $53K | 0.5% | |
| DFA INFL PROTECTED SEC I FUND Mutual Fund | Mutual Funds | — | — | $52K | 0.5% | |
| FIDELITY ADVISR INTRNL GR Z FD Mutual Fund | Mutual Funds | — | — | $51K | 0.5% | |
| PRIN FIXED INC GUAR OPTION Insurance General Account | Common Stocks | — | — | $49K | 0.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $46K | 0.5% | |
| JANUS HENDERSON SMCP VAL N Mutual Fund | Mutual Funds | — | — | $32K | 0.3% | |
| AMERICAN CENTUR MID-CAP VAL R6 Mutual Fund | Other securities | — | — | $29K | 0.3% | |
| PGIM HIGH YIELD R6 FUND Mutual Fund | Other securities | — | — | $25K | 0.3% | |
| DFA REAL ESTATE SECS I FD Mutual Fund | Mutual Funds | — | — | $24K | 0.2% | |
| STATE STREET AG BOND INDEX K Mutual Fund | Common Stocks | — | — | $22K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $13K | 0.1% | |
| COLUMBIA OVERSEAS VALUE I3 Mutual Fund | Other securities | — | — | $11K | 0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $23K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
