Glenkirk's EIN is 36-2345191.
Download the official 2023 Form 5500 (PDF) for Glenkirk from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Glenkirk's plan includes profit-sharing, 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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
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| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFITS CONSULTING GROUP, INC. | 36-3533281 | — | CONTRACT ADMINISTRATOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Global Investors Tru LifeTime Hybrid 2035 Fund 0 | Other securities | — | — | $1.1M | 21.2% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.1M | 21.2% | |
| Principal Global Investors Tru LifeTime Hybrid 2030 Fund 0 | Other securities | — | — | $643K | 12.4% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $643K | 12.4% | |
| Principal Global Investors Tru LIfeTime Hybrid 2040 Fund 0 | Other securities | — | — | $596K | 11.5% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $596K | 11.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $581K | 11.2% | |
| Principal Global Investors Tru LifeTime Hybrid 2025 Fund 0 | Other securities | — | — | $441K | 8.5% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $441K | 8.5% | |
| Principal Global Investors Tru LifeTime Hybrid 2045 Fund 0 | Other securities | — | — | $308K | 5.9% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $308K | 5.9% | |
| Guaranteed interest accounts Held by Valic * VALIC Fixed Account Plus 0 | Other securities | — | — | $293K | 5.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $263K | 5.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $187K | 3.6% | |
| Held by Principal Life Insuran 0 * Principal Global Investors Tru LifeTime Hybrid Income Fund 0 | Common Collective Trusts | — | — | $153K | 3.0% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $153K | 3.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $117K | 2.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $94K | 1.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $39K | 0.8% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $38K | 0.7% | |
| Guaranteed interest account Held by Principal Life Insuran * Principal Life Insurance Co. Fixed Income Guaranteed Option 0 | Common Stocks | — | — | $36K | 0.7% | |
| American Funds New World Fund Inc 0 | Mutual Funds | — | — | $35K | 0.7% | |
| Principal Life Insurance Comp Fixed Income 0 | Other securities | — | — | $22K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $22K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $19K | 0.4% | |
| Principal Life Insurance Comp Large Cap Growth 0 | Other securities | — | — | $16K | 0.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $16K | 0.3% | |
| American Beacon Large Cap Value Fund 0 | Other securities | — | — | $15K | 0.3% | |
| Fidelity Advisor Diversified Stock Fund 0 | Mutual Funds | — | — | $15K | 0.3% | |
| American Funds Balanced Fund 0 | Mutual Funds | — | — | $14K | 0.3% | |
| Notes receivable from particip INTRST RNG FRM 9.00% TO 9.50% 0 | Bonds / Notes | — | — | $13K | 0.3% | |
| Shares of pooled separate acco Held by Principal Life Insur 0 * Principal Life Insurance Comp Mid Cap Value 0 | Other securities | — | — | $13K | 0.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $13K | 0.3% | |
| PIMCO Investments LLC PIMCO Real Return Fund 0 | Mutual Funds | — | — | $9K | 0.2% | |
| Franklin Templeton Small Cap Growth Fund 0 | Mutual Funds | — | — | $9K | 0.2% | |
| Principal Life Insurance Comp Mid Cap S&P 400 Index 0 | Other securities | — | — | $9K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $9K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $7K | 0.1% | |
| Federated Hermes MDT Mid Cap Growth Fund 0 | Other securities | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORSS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% | |
| Held by Principal Life Insuran 0 PIMCO Investments LLC PIMCO Income Fund 0 | Mutual Funds | — | — | $3K | <0.1% | |
| Royce Investment Partners Small-Cap Opportunity Fund 0 | Other securities | — | — | $2K | <0.1% |