YOMI Jones signed The Bizzell Group, LLC DBA Bizzell US' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Bizzell Group, LLC DBA Bizzell US' EIN is 27-3680965.
Download the official 2022 Form 5500 (PDF) for The Bizzell Group, LLC DBA Bizzell US from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)The Bizzell Group, LLC DBA Bizzell US' 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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 41-0973005 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $697K | 19.7% | |
| [Assets held in pooled separate account] | Other | — | — | $666K | 18.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $485K | 13.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $474K | 13.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $314K | 8.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $307K | 8.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $262K | 7.4% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $192K | 5.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $142K | 4.0% | |
| Participants August 2041 | Other securities | — | — | $91K | 2.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $78K | 2.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $70K | 2.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $47K | 1.3% | |
| Capital Research & Mgmt Co. American Funds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $40K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $39K | 1.1% | |
| Principal Trust Company Fixed Income Guaranteed Option | Common Stocks | — | — | $37K | 1.1% | |
| Capital Research & Mgmt Co. American Funds NewWorld R6 | Mutual Funds | — | — | $36K | 1.0% | |
| Fidelity Management & Research Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $35K | 1.0% | |
| Fidelity Management & Research Fidelity Total Int Idx Fund | Common Collective Trusts | — | — | $34K | 1.0% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $30K | 0.8% | |
| T. Rowe Price Associates, Inc. US SC Gr Eq I | Common Stocks | — | — | $29K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $28K | 0.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $26K | 0.7% | |
| Dimensional Fund Advisors DFA US Large Cap Value I Fd | Mutual Funds | — | — | $20K | 0.6% | |
| Fidelity Management & Research Fidelity Inf-Pr Bond Index Fd | Mutual Funds | — | — | $20K | 0.6% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $11K | 0.3% | |
| PGIM Investments, LLC PGIM High Yield R6 Fund | Other securities | — | — | $10K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $5K | 0.1% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1K | <0.1% |
