Brittany Pierick signed Capspecialty, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capspecialty, Inc.'s EIN is 39-1052658.
Download the official 2024 Form 5500 (PDF) for Capspecialty, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capspecialty, Inc.'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 | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| Principal Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $10.9M | 14.9% | |
| MFS Growth Fund MFS Growth Fund | Mutual Funds | — | — | $6.6M | 9.0% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $6.3M | 8.6% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $6.1M | 8.4% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.8M | 7.9% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.5M | 4.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.3M | 4.5% | |
| Vanguard Group Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $3.1M | 4.2% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.0M | 4.1% | |
| Vanguard Group Vanguard Federal Money | Mutual Funds | — | — | $2.8M | 3.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.7M | 3.7% | |
| Market Investor Fund * Principal Trust Company Jhancock Dis Value MC R6 | Common Stocks | — | — | $2.5M | 3.4% | |
| T. Rowe Price Funds T. Rowe Price Mid-Cap Growth | Other securities | — | — | $2.3M | 3.1% | |
| Principal Trust Company Dodge and Cox Income Fund | Mutual Funds | — | — | $1.8M | 2.5% | |
| Vanguard Group Vanguard Intl Value Inv Fund | Mutual Funds | — | — | $1.7M | 2.3% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.5M | 2.1% | |
| Vanguard Group Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.5M | 2.0% | |
| JP Morgan Investment Management JP Morgan Equity Income R6 | Other securities | — | — | $1.3M | 1.8% | |
| Fund Vanguard Group Vanguard Total Intl Stock Index | Mutual Funds | — | — | $1.2M | 1.7% | |
| Admiral American Beacon Funds American Beacon Small Cp Val | Other securities | — | — | $1.1M | 1.5% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $911K | 1.2% | |
| R5 Fund Vanguard Group Vanguard Total Bd Mkt Idx Adm | Common Collective Trusts | — | — | $834K | 1.1% | |
| Fd Vanguard Group Vanguard Infl-Prot Sec Adm | Mutual Funds | — | — | $445K | 0.6% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $425K | 0.6% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $411K | 0.6% | |
| Fund John Hancock John Hancock International | Other securities | — | — | $393K | 0.5% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $332K | 0.5% | |
| Growth R6 * Principal Trust Company Principal Small Cap Growth I | Common Stocks | — | — | $179K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $98K | 0.1% | |
| (E) | Other securities | — | — | $98K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
