Gregory Windfeldt signed Preferred Credit, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Preferred Credit, Inc.'s EIN is 41-1643940.
Download the official 2024 Form 5500 (PDF) for Preferred Credit, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Preferred Credit, 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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRONG TOWER ADVISORY SERVICES | 86-3753384 | — | INVESTMENT ADVISORY | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| COLUMBIA SMALL CAP INDEX I3 FD | Other securities | — | $0 | $4.4M | 20.0% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $0 | $2.1M | 9.5% | |
| DFA US SMCAP VALUE I FUND | Mutual Funds | — | $0 | $1.9M | 8.9% | |
| DFA WRLD EX US VALUE PORT I FD | Mutual Funds | — | $0 | $1.7M | 7.6% | |
| VANGUARD INTL GROWTH ADM FD | Mutual Funds | — | $0 | $1.6M | 7.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.6M | 7.1% | |
| COLUMBIA MID CAP INDEX I3 FUND | Other securities | — | $0 | $1.5M | 7.0% | |
| BLACKROCK LFPTH INDX 2055 K FD | Other securities | — | $0 | $1.0M | 4.8% | |
| BLACKROCK LFPTH INDX 2030 K FD | Other securities | — | $0 | $796K | 3.7% | |
| PRIN BOND MARKET INDEX SA-Z | Common Stocks | — | $0 | $714K | 3.3% | |
| MFS MID CAP VALUE R6 FUND | Mutual Funds | — | $0 | $706K | 3.2% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $689K | 3.2% | |
| BLACKROCK LFPTH INDX 2045 K FD | Other securities | — | $0 | $630K | 2.9% | |
| BLACKROCK LFPTH IND RTRMT K FD | Other securities | — | $0 | $626K | 2.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z | Pooled Separate Accounts | — | $0 | $449K | 2.1% | |
| BLACKROCK LFPTH INDX 2035 K FD | Other securities | — | $0 | $379K | 1.7% | |
| BLACKROCK LFPTH IDX 2065 K FD | Common Collective Trusts | — | $0 | $346K | 1.6% | |
| PGIM JENNISON MD CP GTH R6 FD | Other securities | — | $0 | $342K | 1.6% | |
| JP MORGAN LRG CAP VALUE R6 FD | Other securities | — | $0 | $332K | 1.5% | |
| BLACKROCK LFPTH INDX 2040 K FD | Other securities | — | $0 | $319K | 1.5% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | $0 | $300K | 1.4% | |
| BLACKROCK LFPTH INDX 2050 K FD | Other securities | — | $0 | $265K | 1.2% | |
| BLACKROCK LFPTH IDX 2060 K FD | Common Collective Trusts | — | $0 | $237K | 1.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $217K | 1.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | $0 | $151K | 0.7% | |
| ISHARES MSCI EAFE INT IDX K FD | Common Collective Trusts | — | $0 | $66K | 0.3% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $66K | 0.3% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
