Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| West Bancorporation, Inc. West Bancorporation Stock | — | — | — | $7.1M |
| Indirect comp |
|---|
| QUALIFIED PLAN CONSULTANTS | 20-0223513 | — | OTHER SERVICES | $0 | — |
| 14.0% |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.9M | 11.6% |
| T. Rowe Price Funds Rowe Price Rtmt 2050 Fund | — | — | — | $5.1M | 10.0% |
| T. Rowe Price Funds Rowe Price Rtmt 2023 Fund | — | — | — | $4.1M | 8.2% |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.8M | 7.6% |
| T. Rowe Price Funds T. Rowe Price Rtmt 2040 Fund | — | — | — | $3.3M | 6.6% |
| MFS Investment Management Value R4 Fund | — | — | — | $3.3M | 6.5% |
| Janus International Holding, LLC JanusHenderson Entrprs S | — | — | — | $2.2M | 4.3% |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.1M | 4.2% |
| PRIN SMALL CAP VALUE II SA- R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $2.1M | 4.1% |
| Legg Mason ClearBridge Intl Grth IS Fd | — | — | — | $1.7M | 3.3% |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.6M | 3.2% |
| T. Rowe Price Funds Rowe Price Rtmt 2020 Fund | — | — | — | $1.4M | 2.8% |
| T. Rowe Price Funds Rowe Price Retirement 2060 | — | — | — | $1.3M | 2.7% |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $859K | 1.7% |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $846K | 1.7% |
| T. Rowe Price Funds T. Rowe Price Rtmt Bal Fund | — | — | — | $835K | 1.6% |
| Dimensional Fund Advisors EMERGING MARKETS I FUND | — | — | — | $685K | 1.4% |
| PRIN GOVT & HQ BOND SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $564K | 1.1% |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $380K | 0.8% |
| Janus International Holding, LLC JanusHenderson Triton N | — | — | — | $364K | 0.7% |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $353K | 0.7% |
| Participant Loans | Participant loans | — | — | $310K | 0.6% |
| T. Rowe Price Funds Rowe Price Rtmt 2010 Fund | — | — | — | $50K | <0.1% |
