Walter Fawcett III signed The Plexus Groupe LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Plexus Groupe LLC's EIN is 36-4116295.
Download the official 2024 Form 5500 (PDF) for The Plexus Groupe LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Plexus Groupe LLC'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 | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMINISTRATIVE RETIREMENT SERVICES | 36-4212397 | — | THIRD PARTY ADMINISTRATO | $3K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.3M | 19.3% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.1M | 15.2% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.8M | 13.8% | |
| Vanguard Group Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $2.0M | 7.5% | |
| Vanguard Group Vanguard US Growth Admiral Fd 0 | Mutual Funds | — | — | $1.3M | 4.7% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 3.9% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.0M | 3.7% | |
| Principal Life Insurance Compa Prin Fixed Inc Guar Option | Common Stocks | — | — | $1000K | 3.7% | |
| JP Morgan Funds JP Morgan US Value R6 Fund | Other securities | — | — | $989K | 3.6% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $897K | 3.3% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $804K | 3.0% | |
| JP Morgan Funds JP Morgan Core Bond R6 Fund | Other securities | — | — | $551K | 2.0% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $516K | 1.9% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | — | $478K | 1.8% | |
| Dimensional Fund Advisors DFA Infl Protected Sec I Fund | Mutual Funds | — | — | $467K | 1.7% | |
| American Beacon Funds American Beacon Int Eq R5 Fd 0 | Other securities | — | — | $381K | 1.4% | |
| MFS Investment Management MFS Core Equity R6 Fund 0 | Mutual Funds | — | — | $298K | 1.1% | |
| PARTICIPANT LOANS INTEREST RATES 3.25% - 8.50% 0 | Bonds / Notes | — | — | $298K | 1.1% | |
| Fidelity Investments Fidelity SM CAP Index Fund | Common Collective Trusts | — | — | $275K | 1.0% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $254K | 0.9% | |
| SEI TRUST COMPANY Allspring Spec M Cap Val R6 Fd 0 | Common Stocks | — | — | $242K | 0.9% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $238K | 0.9% | |
| The American Funds Amer Funds Amer Bal R6 Fd | Mutual Funds | — | — | $205K | 0.8% | |
| PRIN MIDCAP S7P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $197K | 0.7% | |
| American Century Investments Amer Cent Sml Cap Val R6 Fd 0 | Other securities | — | — | $178K | 0.7% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $174K | 0.6% | |
| JP Morgan Funds JP MORGAN EMERG MKTS EQ R6 FD 0 | Other securities | — | — | $92K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $91K | 0.3% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $75K | 0.3% | |
| PRIN LIFE TIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
