Adina Zelman signed Green Key of Delaware LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Green Key of Delaware LLC's EIN is 27-3742419.
Download the official 2024 Form 5500 (PDF) for Green Key of Delaware LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Green Key of Delaware 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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | OTHER SERVICES | $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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.7M | 12.8% | |
| s * Principal Funds Inc Large Cap S&P 500 Index Fund | Mutual Funds | — | — | $2.5M | 12.2% | |
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.4M | 11.4% | |
| PRIN LIFETIME HY 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.3M | 11.0% | |
| PRIN LIFETIME HY 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.2M | 10.7% | |
| PRIN LIFETIME HY 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.8M | 8.6% | |
| T. Rowe Price Funds Blue Chip Growth Fund | Other securities | — | — | $890K | 4.3% | |
| PRIN LIFETIME HY 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $886K | 4.3% | |
| Principal Funds Inc Mid Cap S&P 400 Index fund | Common Collective Trusts | — | — | $719K | 3.5% | |
| BlackRock High Yield Bond Fund Portfolio | Other securities | — | — | $605K | 2.9% | |
| Principal Funds Inc International Equity Index Fund | Common Collective Trusts | — | — | $587K | 2.8% | |
| Principal Funds Inc Small Cap S&P 600 Index Fund | Common Collective Trusts | — | — | $586K | 2.8% | |
| BlackRock Equity Dividend Fund | Other securities | — | — | $463K | 2.2% | |
| * Principal Life Insurance Company Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $268K | 1.3% | |
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $260K | 1.2% | |
| Metropolitan Life Insurance Co Metropolitan West Total Return Bond Fund | Common Stocks | — | — | $222K | 1.1% | |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $197K | 0.9% | |
| Principal Funds Inc Mid Cap Fund | Common Stocks | — | — | $171K | 0.8% | |
| maturing through 2034 | Other securities | — | — | $161K | 0.8% | |
| Nationwide Geneva Small Cap Growth Fund | Other securities | — | — | $154K | 0.7% | |
| American Century Investments Mid Cap Fund | Other securities | — | — | $129K | 0.6% | |
| MFS Investment Management Global Equity Fund | Mutual Funds | — | — | $107K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $101K | 0.5% | |
| BlackRock Global Allocation Fund | Other securities | — | — | $99K | 0.5% | |
| (E) | Other securities | — | — | $99K | 0.5% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $81K | 0.4% | |
| PRIN LIFETIME HY 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $58K | 0.3% | |
| Principal Global Investors Trust Company LifeTime Hybrid Income Fund | Common Stocks | — | — | $56K | 0.3% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $56K | 0.3% | |
| Delaware Investments Small Cap Value Fund | Other securities | — | — | $43K | 0.2% | |
| PRIN LIQUID ASSETS SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $35K | 0.2% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $27K | 0.1% | |
| Invesco International Bond Fund | Mutual Funds | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | <0.1% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $11K | <0.1% | |
| (E) | Other securities | — | — | $11K | <0.1% |
