Natalie Rock signed SUZY, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SUZY, Inc.'s EIN is 45-2873420.
Download the official 2024 Form 5500 (PDF) for SUZY, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SUZY, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $130 | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option Guaranteed investment contract | Stable Value | — | — | $2.9M | 16.2% | |
| iShares MSCI EAFE International Index Fund Mutual fund | Common Collective Trusts | — | — | $1.9M | 10.7% | |
| DFA US Large Cap Value Fund Mutual fund | Mutual Funds | — | — | $1.8M | 9.9% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.6M | 8.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.4M | 8.0% | |
| iShares U.S. Aggregate Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $1.4M | 8.0% | |
| Fidelity Emerging Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $1.4M | 7.5% | |
| DFA US Targeted Value Fund Mutual fund | Mutual Funds | — | — | $1.0M | 5.6% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $929K | 5.2% | |
| American Funds American High-Income Fund Mutual fund | Mutual Funds | — | — | $873K | 4.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $664K | 3.7% | |
| Schwab Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $660K | 3.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $504K | 2.8% | |
| Principal Mid-Cap Growth Separate Account Fund Pooled separate account | Pooled Separate Accounts | — | — | $412K | 2.3% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $412K | 2.3% | |
| BlackRock Advantage Small Cap Growth Fund Mutual fund | Other securities | — | — | $412K | 2.3% | |
| Participant Loans Interest rates from 5.25% to 10.50% $0 | Bonds / Notes | — | — | $117K | 0.6% | |
| Fidelity Mid Cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| (E) | Other securities | — | $3K | $3K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Principal Diversified International Separate Account Fund Pooled separate account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Principal American Funds New Perspective Fund Mutual fund | Mutual Funds | — | — | $2K | <0.1% | |
| LINCOLN NEW YORK SEP ACCOUNT LINCOLN LIFE & ANNUITY CO OF NY · EIN 22-0832760 / PN 401 | Pooled Separate Account | — | — | $0 | <0.1% |
