Rebecca HELM signed Grand View University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grand View University's EIN is 42-0681049.
Download the official 2024 Form 5500 (PDF) for Grand View University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grand View University's plan includes money-purchase contributions, ERISA 404(c) participant direction, 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 | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Government Money Market Fund N/A | Cash / Money Market | — | — | $2.0M | 10.1% | |
| Principal LifeTime Hybrid 2035 Fund R6 N/A | Other securities | — | — | $1.5M | 7.6% | |
| New York Life NYLI Winslow Large Cap Growth Fund R6 N/A | Other securities | — | — | $1.4M | 7.0% | |
| American Funds American Balanced Fund R6 N/A | Mutual Funds | — | — | $1.4M | 6.7% | |
| Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $1.3M | 6.6% | |
| MFS Value Fund R6 N/A | Mutual Funds | — | — | $1.2M | 5.8% | |
| Principal LifeTime Hybrid 2045 Fund R6 N/A | Other securities | — | — | $1.1M | 5.6% | |
| Principal LifeTime Hybrid 2040 Fund R6 N/A | Other securities | — | — | $993K | 4.9% | |
| BlackRock Total Return Investment Fund K N/A | Other securities | — | — | $931K | 4.6% | |
| Principal LifeTime Hybrid 2050 Fund R6 N/A | Other securities | — | — | $931K | 4.6% | |
| American Funds American Funds EuroPacific Growth Fund R6 N/A | Mutual Funds | — | — | $846K | 4.2% | |
| Principal MidCap Fund R6 N/A | Other securities | — | — | $652K | 3.2% | |
| MassMutual Select Mid Cap Growth Fund I N/A | Other securities | — | — | $593K | 2.9% | |
| Principal LifeTime Hybrid 2025 Fund R6 N/A | Other securities | — | — | $592K | 2.9% | |
| Principal LifeTime Hybrid 2030 Fund R6 N/A | Other securities | — | — | $588K | 2.9% | |
| Dodge & Cox Dodge & Cox International Stock Fund N/A | Mutual Funds | — | — | $522K | 2.6% | |
| Principal LifeTime Hybrid 2020 Fund R6 N/A | Other securities | — | — | $473K | 2.3% | |
| Principal LifeTime Hybrid 2055 Fund R6 N/A | Other securities | — | — | $451K | 2.2% | |
| Fidelity Small Cap Index Fund N/A | Common Collective Trusts | — | — | $384K | 1.9% | |
| Principal Capital Appreciation Institutional Fund N/A | Other securities | — | — | $364K | 1.8% | |
| Principal Core Plus Bond Institutional Fund N/A | Other securities | — | — | $325K | 1.6% | |
| Principal MidCap Value Institutional Fund I N/A | Other securities | — | — | $261K | 1.3% | |
| Principal Real Estate Securities Fund R6 N/A | Other securities | — | — | $248K | 1.2% | |
| T. Rowe Price T. Rowe Price International Discovery Fund I N/A | Other securities | — | — | $232K | 1.1% | |
| T. Rowe Price T. Rowe Price Integrated US Small-Cap Growth Equity Fund N/A | Other securities | — | — | $208K | 1.0% | |
| Principal LifeTime Hybrid 2060 Fund R6 N/A | Other securities | — | — | $195K | 1.0% | |
| American Beacon American Beacon Small Cap Value Fund R6 N/A | Other securities | — | — | $189K | 0.9% | |
| Fidelity Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $136K | 0.7% | |
| Principal LifeTime Hybrid 2015 Fund R6 N/A | Other securities | — | — | $110K | 0.5% | |
| Principal LifeTime Hybrid 2065 Fund R6 N/A | Other securities | — | — | $43K | 0.2% | |
| Fidelity US Bond Index Fund N/A | Common Collective Trusts | — | — | $9K | <0.1% | |
| (E) | Other securities | — | $43K | $3K | <0.1% | |
| Principal LifeTime Hybrid 2070 Fund R6 N/A | Other securities | — | — | $3K | <0.1% | |
| Fidelity Total International Index Fund N/A | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
