LISA Gould signed Grupo Antolin North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grupo Antolin North America, Inc.'s EIN is 38-3096358.
Download the official 2024 Form 5500 (PDF) for Grupo Antolin North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grupo Antolin North America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 | $229K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $18.8M | 12.5% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $14.1M | 9.3% | |
| Alliance Bernstein AB Large Cap Growth Z Fund | Mutual Funds | — | — | $11.7M | 7.8% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $10.1M | 6.7% | |
| Fidelity Investments Fidelity Adv Tech Z Fund | Mutual Funds | — | — | $9.3M | 6.1% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $9.0M | 5.9% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $8.6M | 5.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.1M | 4.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $6.0M | 4.0% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.9M | 3.9% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $5.9M | 3.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $5.3M | 3.5% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.1M | 3.4% | |
| PIMCO Funds PIMCO Income Institutional Fd | Mutual Funds | — | — | $4.8M | 3.1% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.2M | 2.7% | |
| Notes receivable from participants Maturing at various dates through February 2030, with interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $2.8M | 1.9% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.4M | 1.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.3M | 1.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.2M | 1.5% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.7M | 1.1% | |
| BlackRock Hlth Sci Ops K Fd | Other securities | — | — | $1.5M | 1.0% | |
| The American Funds American Funds NewWorld R6 | Mutual Funds | — | — | $1.4M | 0.9% | |
| American Funds Service Company Am Fds Am Bal R5 Fund | Mutual Funds | — | — | $1.3M | 0.8% | |
| T. Rowe Price Funds T Rowe Price Gl Stock I Fund | Mutual Funds | — | — | $1.1M | 0.7% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $970K | 0.6% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $962K | 0.6% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $922K | 0.6% | |
| American Century Investments Amer Century Sml Cap Val R6 Fd | Other securities | — | — | $859K | 0.6% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | — | $799K | 0.5% | |
| Western Asset Management Co. Western Asset Cr Pls Bd IS Fd | Common Stocks | — | — | $783K | 0.5% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $761K | 0.5% | |
| Victory Funds Victory Sycamore Est Val R6 Fd | Other securities | — | — | $610K | 0.4% | |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 Fd | Other securities | — | — | $430K | 0.3% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $413K | 0.3% | |
| Vanguard Group Vanguard Mtrl Index Adm Fund | Mutual Funds | — | — | $412K | 0.3% | |
| Dimensional Fund Advisors DFA Global Equity I Fund | Mutual Funds | — | — | $381K | 0.3% | |
| PGIM Investments PGIM Jennison Intl Opp R6 Fnd | Other securities | — | — | $339K | 0.2% | |
| Lord Abbett Lord Abbett Dev Growth R6 Fund | Mutual Funds | — | — | $244K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $111K | <0.1% | |
| Vanguard Group Vanguard Intl Value Inv Fund | Mutual Funds | — | — | $90K | <0.1% | |
| T. Rowe Price Funds T. Rowe Price Real Assets I FD | Other securities | — | — | $43K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $33K | <0.1% | |
| (E) | Other securities | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC. | 13-4071393 | — | INVESTMENT ADVISORY | $90K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | ACCOUNTANT | $35K | — |
