ROBB Schlimgen signed The Evangelical Lutheran Good Samaritan Society's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Evangelical Lutheran Good Samaritan Society's EIN is 45-0228055.
Download the official 2024 Form 5500 (PDF) for The Evangelical Lutheran Good Samaritan Society from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Evangelical Lutheran Good Samaritan Society'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 | $1.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2025 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $41.7M | 15.0% | |
| PRIN LIFETIME HY 2030 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $41.1M | 14.8% | |
| PRIN LIFETIME HY 2035 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $34.2M | 12.3% | |
| PRIN LIFETIME HY 2045 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $26.8M | 9.6% | |
| PRIN LIFETIME HY INC CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $25.9M | 9.3% | |
| PRIN LIFETIME HY 2040 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $24.6M | 8.9% | |
| PRIN LIFETIME HY 2050 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $22.0M | 7.9% | |
| PRIN LIFETIME HY 2055 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $18.8M | 6.7% | |
| PRIN LIFETIME HY 2060 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $11.0M | 3.9% | |
| Fidelity 500 Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $8.0M | 2.9% | |
| PRIN LIFETIME HY 2065 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $5.8M | 2.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.2M | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.2M | 0.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.8M | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.5M | 0.5% | |
| PRIN LIFETIME HYB 2070 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1.5M | 0.5% | |
| PIMCO Income Institutional Fund Mutual fund N/A | Mutual Funds | — | — | $1.1M | 0.4% | |
| DFA Emerging Market Core Equity Fund Mutual fund N/A | Mutual Funds | — | — | $448K | 0.2% | |
| Principal Core Fixed Income Separate Account Pooled separate account N/A | Pooled Separate Accounts | — | — | $126K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $126K | <0.1% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Mutual fund N/A | Mutual Funds | — | — | $93K | <0.1% | |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Mutual fund N/A | Common Collective Trusts | — | — | $53K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $27K | <0.1% | |
| (E) | Other securities | — | — | $27K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
