GINA Zeigler signed The Systems Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Systems Group's EIN is 33-1435693.
Download the official 2024 Form 5500 (PDF) for The Systems Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Systems Group'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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $2.1M | 9.1% | |
| Prin LifeTime Hy Inc CIT Z55 | Common Collective Trusts | — | $0 | $2.1M | 9.0% | |
| Prin LifeTime Hy 2065 CIT Z55 | Common Collective Trusts | — | $0 | $2.0M | 8.6% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.6% | |
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $2.0M | 8.3% | |
| PRIN LIFETIME HY 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $1.9M | 8.1% | |
| PRIN LIFETIME HY 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $1.4M | 5.8% | |
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.2M | 5.2% | |
| Prin LifeTime Hy 2025 CIT Z55 | Common Collective Trusts | — | $0 | $1.2M | 5.2% | |
| PRIN LIFETIME HY 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $1.1M | 4.8% | |
| Prin LifeTime Hy 2020 CIT Z55 | Common Collective Trusts | — | $0 | $1.1M | 4.7% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.0M | 4.4% | |
| PRIN LIFETIME HY 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $1.0M | 4.3% | |
| INVESCO VALUE OPP A FUND | Mutual Funds | — | $0 | $989K | 4.2% | |
| PRIN CORE PLUS BOND SEP ACT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $989K | 4.2% | |
| PGIM JENN GROWTH R2 FUND | Other securities | — | $0 | $982K | 4.2% | |
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $900K | 3.8% | |
| Prin LgCap S&P 500 Index SA-R5 | Common Collective Trusts | — | $0 | $900K | 3.8% | |
| Prin Real Estate Secs SA-R5 | Common Stocks | — | $0 | $592K | 2.5% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $592K | 2.5% | |
| INV DS MCP GTH A FD | Other securities | — | $0 | $572K | 2.4% | |
| PRIN CAPITAL APPR SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $572K | 2.4% | |
| PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $335K | 1.4% | |
| Prin SmallCap Growth I SA-R5 | Common Stocks | — | $0 | $335K | 1.4% | |
| ALGER CAPITAL APP INSTL I FUND | Other securities | — | $0 | $301K | 1.3% | |
| Prin Glbl Emerg Markets SA-R5 | Common Stocks | — | $0 | $296K | 1.3% | |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $296K | 1.3% | |
| FIDELITY ADV DIV GRTH A FUND | Mutual Funds | — | $0 | $275K | 1.2% | |
| PRIN DIVERSIFIED INTL SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $249K | 1.1% | |
| Prin Capital Appr SA-R5 | Common Stocks | — | $0 | $249K | 1.1% | |
| PRIN REAL ESTATE SECS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $228K | 1.0% | |
| Prin SmallCap Value II SA-R5 | Common Stocks | — | $0 | $228K | 1.0% | |
| Prin Core Plus Bond Sep Act-R5 | Other securities | — | $0 | $212K | 0.9% | |
| PRIN GLBL EMERG MARKETS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $212K | 0.9% | |
| Prin SmCap S&P 600 Index SA-R5 | Common Stocks | — | $0 | $197K | 0.8% | |
| PRIN SMALLCAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $197K | 0.8% | |
| PRIN SMALLCAP VALUE II SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $149K | 0.6% | |
| Principal Stable Value Fund | Stable Value | — | $0 | $149K | 0.6% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $137K | 0.6% | |
| Prin Diversified Intl SA-R5 | Common Stocks | — | $0 | $137K | 0.6% | |
| Prin MidCap S&P 400 Idx SA-R5 | Common Collective Trusts | — | $0 | $95K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $95K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $24K | 0.1% | |
| PRIN LIFETIME HY 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $460 | <0.1% | |
| PRIN EQUITY INCOME SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
