This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILAM LAW | 27-5179192 | — | CONTRACT ADMINISTRATOR | $59K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFE TIME 2060 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $82K | 26.8% |
| RIN LIFETIME 2040 SEPT ACCT-R1 |
Pooled Separate Account |
| $37K |
| 11.9% |
| PRIN MIDCAP VALUE I SA-R1 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 043 | Pooled Separate Account | $35K | 11.5% |
| PRIN REAL ESTATE SECS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $29K | 9.6% |
| PRIN LARGECAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $22K | 7.2% |
| PRIN MIDCAP S&P 400 IDX SA-R1 PRINCIPAL INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $18K | 5.8% |
| PRIN MIDCAP GROWTH III SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | $17K | 5.6% |
| PRIN SMCAP S&P 600 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $17K | 5.4% |
| PRIN DIVERSIFIED INTL SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $15K | 4.9% |
| PRIN GLBL EMERG MARKETS SA-R1 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 013 | Pooled Separate Account | $14K | 4.4% |
| RIN LIFETIME 2050 SEPT ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $11K | 3.5% |
| PRIN LIFETIME 2030 SEPT ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $9K | 3.1% |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $479 | 0.2% |
| PRIN LIFETIME 2020 SEPT ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $255 | <0.1% |
| PRIN LIFE TIME STRAT INC SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $124 | <0.1% |
