This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE 1 | 43-1240518 | — | EMPLOYEE | $116K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $111K | — |
| EMPLOYEE 2 | 43-1240518 | — | EMPLOYEE | $98K | — |
| MARQUETTE & ASSOCIATES | 36-3485298 | — | NONE | $34K | — |
| EKON BENEFITS | 43-1317863 | — | NONE | $33K | — |
| ROMOLO & ASSOCIATES, LLC | 84-2885766 |
| Provider | Nondisclosure info |
|---|---|
| NEUBERGER BERMAN INVESTMENT ADVISER | DID NOT RESPOND TO REQUEST FOR SCHEDULE C INFORMATION |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN CORE PLUS BOND SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $13.8M | 17.5% |
| — |
| NONE |
| $29K |
| — |
| CONGRESS ASSET MANAGEMENT | 04-2848965 | — | NONE | $28K | — |
| HAMMOND & SHINNERS, PC | 43-1429257 | — | NONE | $19K | — |
| ENTERPRISE TRUST | 43-1472619 | — | NONE | $15K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES, LL | 20-0292745 | — | NONE | $6K | — |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $9.7M | 12.2% |
| PRIN LGCP S&P 500 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $6.1M | 7.7% |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $5.5M | 6.9% |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | $3.9M | 5.0% |
| HARBOURVEST 2018 GLOBAL FUND LP HARBOURVEST 2018 GLOBAL FUND LP · EIN 82-4027136 / PN 001 | 103-12 Investment Entity | $3.5M | 4.4% |
| MESIROW COLLECTIVE INV MASTER TRUST SIE TRUST COMPANY · EIN 82-0633167 / PN 105 | Common Collective Trust | $3.2M | 4.1% |
| NEUBERGER BERMAN US EQUITY INDEX NEUBERGER BERMAN INVESTMENT ADVISERS LLC · EIN 81-4341513 / PN 001 | 103-12 Investment Entity | $2.1M | 2.7% |
| PARAMETRIC DEFENSIVE EQUITY FUND LL PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001 | 103-12 Investment Entity | $2.1M | 2.7% |
| HARBOURVEST 2021 GLOBAL FUND LP HARBOURVEST 2021 GLOBAL FUND LP · EIN 98-1561630 / PN 001 | 103-12 Investment Entity | $1.4M | 1.8% |
