Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPNAY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $1.5M | 21.4% | |
| Principal Large Cap S&P 500 Index Institutional Fund | Other securities | — | — | $812K | 11.7% | |
| JP Morgan Funds Large Cap Value Fund | Other securities | — | — | $675K | 9.8% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $660K | 9.6% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $616K | 8.9% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $512K | 7.4% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $483K | 7.0% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $446K | 6.4% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $317K | 4.6% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $227K | 3.3% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $142K | 2.1% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $142K | 2.1% | |
| Principal Fixed Income Guaranteed Option Account | Other securities | — | — | $99K | 1.4% | |
| Notes receivable from participants - maturing at various dates through August 2029 with interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $97K | 1.4% | |
| Franklin Templeton Small Cap Growth Fund | Other securities | — | — | $84K | 1.2% | |
| Principal Mid Cap S&P 400 Index Institutional Fund | Other securities | — | — | $32K | 0.5% | |
| PIMCO Income Institutional Fund | Other securities | — | — | $23K | 0.3% | |
| American Funds New World Fund | Other securities | — | — | $19K | 0.3% | |
| Principal Small Cap S&P 600 Index Institutional Fund | Other securities | — | — | $15K | 0.2% | |
| MFS International Intrinsic Value Fund | Other securities | — | — | $12K | 0.2% | |
| Principal Diversified International Institutional Fund | Other securities | — | — | $7K | 0.1% | |
| Fidelity Advisor Total Bond Fund | Other securities | — | — | $3K | <0.1% | |
| JP Morgan Funds Small Cap Value Fund | Other securities | — | — | $3K | <0.1% | |
| PIMCO All Asset Institutional Fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
