Grimmway Schools, Inc.'s EIN is 27-3166349.
Download the official 2022 Form 5500 (PDF) for Grimmway Schools, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Grimmway Schools, Inc.'s plan includes a 403(b) annuity.
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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal MSA - Principal Lifetime 2045 Fund | Other securities | — | — | $238K | 28.6% | |
| Principal MSA - Principal Lifetime 2055 Fund | Other securities | — | — | $136K | 16.3% | |
| Principal MSA - Principal Lifetime 2050 Fund | Other securities | — | — | $115K | 13.8% | |
| Principal MSA - Principal Lifetime 2035 Fund | Other securities | — | — | $93K | 11.2% | |
| Principal MSA - Principal Lifetime 2040 Fund | Other securities | — | — | $84K | 10.1% | |
| Principal MSA - Principal Lifetime 2060 Fund | Other securities | — | — | $57K | 6.9% | |
| Principal LargeCap S&P 500 Index Fund | Common Collective Trusts | — | — | $14K | 1.7% | |
| Principal LargeCap Growth Fund I | Other securities | — | — | $14K | 1.7% | |
| Principal MSA - Principal Lifetime 2025 Fund | Other securities | — | — | $11K | 1.3% | |
| Principal MidCap S&P 400 Index fund | Common Collective Trusts | — | — | $7K | 0.8% | |
| Franklin SM CAP GROWTH R FD | Mutual Funds | — | — | $6K | 0.8% | |
| Capital Research American Funds New World Fund Inc | Mutual Funds | — | — | $6K | 0.7% | |
| Principal MidCap Value Fund 1 | Other securities | — | — | $5K | 0.7% | |
| Principal SmallCap S&P 600 Index Fund | Common Collective Trusts | — | — | $3K | 0.3% | |
| Deleware Small Cap Value Fund | Other securities | — | — | $3K | 0.3% | |
| Capital Research The Bond Fund of America | Other securities | — | — | $3K | 0.3% | |
| Capital Research American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $3K | 0.3% | |
| Lord Abbett Lord Abbett Growth Leaders Fund | Mutual Funds | — | — | $3K | 0.3% | |
| Principal Life Insurance Co. Fixed Income Guaranteed Option | Common Stocks | — | — | $2K | 0.3% | |
| American Mutual American Mutual Fund | Other securities | — | — | $2K | 0.2% | |
| Principal SmallCap Fund | Other securities | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
