Steve Flowers signed Knowesis, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Knowesis, Inc.'s EIN is 30-0440588.
Download the official 2024 Form 5500 (PDF) for Knowesis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Knowesis, 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 | $60K | — |
| NEWPORT GROUP INC | 27-2037969 | — | OTHER SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE SECURITIES |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.8M | 11.2% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.8M | 11.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $1.6M | 9.5% | |
| PRIN LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.5M | 9.3% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.3M | 7.6% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $1.2M | 7.6% | |
| PRIN LIFETIME 2035 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.2M | 7.2% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.1M | 6.9% | |
| AB Large Cap Growth Z Fund Registered investment company - | Mutual Funds | — | — | $946K | 5.8% | |
| PRINICPAL LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $835K | 5.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $621K | 3.8% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $491K | 3.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $259K | 1.6% | |
| Victory Pioneer International Equity R6 Fund Registered investment company - | Common Stocks | — | — | $201K | 1.2% | |
| Allspring Special Mid Cap Value R6 Fund Registered investment company - | Common Stocks | — | — | $176K | 1.1% | |
| Notes Receivable from Participants Maturity dates through April 30, 2034, rates of interest 6.00-10.50% - | Bonds / Notes | — | — | $164K | 1.0% | |
| Carillon Eagle Mid Cap Growth R6 Fund Registered investment company - | Common Stocks | — | — | $145K | 0.9% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $125K | 0.8% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $112K | 0.7% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $95K | 0.6% | |
| Columbia Small Cap Growth I3 Fund Registered investment company - | Common Stocks | — | — | $93K | 0.6% | |
| PIMCO Income Institutional Fund Registered investment company - | Mutual Funds | — | — | $88K | 0.5% | |
| JP Morgan Core Plus Bond R6 Fund Registered investment company - | Common Stocks | — | — | $72K | 0.4% | |
| American Funds New World R6 Fund Registered investment company - | Mutual Funds | — | — | $64K | 0.4% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $51K | 0.3% | |
| Principal Lifetime Strategic Income Separate Account-Z Registered investment company - | Pooled Separate Accounts | — | — | $48K | 0.3% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $48K | 0.3% | |
| PRIN U.S. PROPERTY SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $43K | 0.3% | |
| Principal U.S. Property Separate Account-Z Registered investment company - | Pooled Separate Accounts | — | — | $43K | 0.3% | |
| * Principal Life Insurance Company Guaranteed interest account - | Guaranteed Income / GIC | — | — | $37K | 0.2% | |
| MFS Research International R6 Fund Registered investment company - | Mutual Funds | — | — | $27K | 0.2% | |
| PGIM High Yield R6 Fund Registered investment company - | Common Stocks | — | — | $22K | 0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $19K | 0.1% | |
| Franklin Small Cap Growth R6 Fund Registered investment company - | Mutual Funds | — | — | $18K | 0.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $8K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $8K | <0.1% | |
| PRIN LIFETIME 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | 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.
| 59-2730348 |
| — |
| OTHER SERVICES |
| $0 |
| — |
