Ashley Hackman signed Iowa Donor Network's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iowa Donor Network's EIN is 42-1414092.
Download the official 2024 Form 5500 (PDF) for Iowa Donor Network from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iowa Donor Network'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 | $20K | — |
| 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.
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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| WELLTH ADVISORY SERVICES, LLC | 99-2539506 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $3.4M | 14.4% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.5M | 10.6% | |
| Western Asset Management Co. Core Plus Bond Fund | Common Stocks | — | — | $2.3M | 9.9% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $2.3M | 9.8% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.2M | 9.5% | |
| Lord Abbett High Yield R6 Fund | Mutual Funds | — | — | $2.0M | 8.5% | |
| Vanguard Group Developing Markets Index Admiral Fund | Mutual Funds | — | — | $1.4M | 5.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.3M | 5.3% | |
| Baron Capital Emerging Markets R6 Fund | Other securities | — | — | $1.1M | 4.7% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $930K | 3.9% | |
| Fidelity Investments Small-Cap Index Fund | Common Collective Trusts | — | — | $921K | 3.9% | |
| Fidelity Investments Mid-CP Index Fund | Common Collective Trusts | — | — | $723K | 3.1% | |
| MFS Investment Management New Discovery Value R6 Fund | Mutual Funds | — | — | $642K | 2.7% | |
| Registered Investment Companies SEI Trust Company Allspring Spec M Cap Value R6 | Common Stocks | — | — | $544K | 2.3% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $532K | 2.3% | |
| Participant Notes Receivable Interest Rates Ranging From 5.25% to 10.50% | Bonds / Notes | — | — | $163K | 0.7% |
