Norman Gould signed IMMI Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IMMI Holdings, Inc.'s EIN is 35-1065251.
Download the official 2024 Form 5500 (PDF) for IMMI Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IMMI Holdings, Inc.'s plan includes profit-sharing, 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 | $130K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 88,802 shares | Common Collective Trusts | — | $89K | $18.1M | 23.8% | |
| Principal Mid Cap Separate Account 13,582 units | Pooled Separate Accounts | — | $14K | $7.8M | 10.2% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $7.8M | 10.2% | |
| Principal Large Cap Growth Account 73,652 units | Other securities | — | $74K | $5.9M | 7.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $5.9M | 7.8% | |
| Fidelity Small Cap Index Fund 202,335 shares | Common Collective Trusts | — | $202K | $5.6M | 7.4% | |
| Principal Trust Target 2040 Account 92,936 units | Other securities | — | $93K | $4.5M | 5.9% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.5M | 5.9% | |
| Principal Trust Target 2030 Account 101,069 units | Other securities | — | $101K | $4.2M | 5.5% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.2M | 5.5% | |
| Principal Trust Target 2035 Account 84,018 units | Other securities | — | $84K | $3.8M | 5.0% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.8M | 5.0% | |
| Principal Diversified International Separate Account 28,324 units | Pooled Separate Accounts | — | $28K | $3.7M | 4.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3.7M | 4.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $144K | $3.7M | 4.8% | |
| Principal Trust Target 2050 Account 56,639 units | Other securities | — | $57K | $3.0M | 3.9% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.0M | 3.9% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $43K | $2.7M | 3.5% | |
| Principal Trust Target 2045 Account 41,551 units | Other securities | — | $42K | $2.1M | 2.8% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.1M | 2.8% | |
| Principal Trust Target 2025 Account 52,906 units | Other securities | — | $53K | $2.0M | 2.6% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.0M | 2.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $11K | $1.7M | 2.2% | |
| Principal Trust Target 2055 Account 27,713 units | Other securities | — | $28K | $1.5M | 2.0% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.5M | 2.0% | |
| Principal Trust Target 2060 Account 52,596 units | Other securities | — | $53K | $1.4M | 1.8% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| PIMCO Income Institutional Fund 129,284 shares | Mutual Funds | — | $129K | $1.4M | 1.8% | |
| Principal Trust Target 2020 Account 38,426 units | Other securities | — | $38K | $1.3M | 1.7% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| Principal Trust Income Account 48,828 units | Other securities | — | $49K | $1.1M | 1.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| Principal Trust Target 2065 Account 32,483 units | Other securities | — | $32K | $585K | 0.8% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $585K | 0.8% | |
| Principal Trust Target 2015 Account 3,941 units | Other securities | — | $4K | $121K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $121K | 0.2% | |
| Principal Trust Target 2070 Account 3,361 units | Other securities | — | $3K | $44K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $44K | <0.1% | |
| (E) | Other securities | — | — | $44K | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | 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.
