Lauren Meyers signed Windquest Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Windquest Group, Inc.'s EIN is 38-2884003.
Download the official 2024 Form 5500 (PDF) for Windquest Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Windquest Group, 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 | $203K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISORY | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $11.0M | 14.0% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $10.4M | 13.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.2M | 11.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.2M | 9.2% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $6.7M | 8.6% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.2M | 7.9% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5.2M | 6.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $4.2M | 5.3% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.3M | 4.2% | |
| WINSLOW LARGE CAP GROWTH CL CT SEI TRUST COMPANY · EIN 84-4930601 / PN 142 | Common Collective Trust | — | — | $2.4M | 3.0% | |
| Principal Trust Company Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.9M | 2.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| JOHN HNCOCK DSC VL TRS CL P1 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $994K | 1.3% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $904K | 1.1% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $877K | 1.1% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $855K | 1.1% | |
| T. Rowe Price Inst MdCp Eq Gr | Other securities | — | — | $843K | 1.1% | |
| T. Rowe Price QM US SC Gr Eq I | Other securities | — | — | $840K | 1.1% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $755K | 1.0% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $738K | 0.9% | |
| Vanguard Intl Growth Adm Fund | Mutual Funds | — | — | $680K | 0.9% | |
| Amer Beacon SmCap Val Instl Fd | Other securities | — | — | $300K | 0.4% | |
| John Hancock Dsc Val Intl R6 | Other securities | — | — | $238K | 0.3% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | — | $224K | 0.3% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 10.50 percent - | Other securities | — | — | $204K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $101K | 0.1% | |
| (E) | Other securities | — | $10K | $58K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $58K | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
