LISA Lomonico signed P97 Networks, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P97 Networks, LLC's EIN is 45-4428048.
Download the official 2024 Form 5500 (PDF) for P97 Networks, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P97 Networks, LLC'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 | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option | Other securities | — | — | $1.7M | 17.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 14.1% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $974K | 10.2% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $917K | 9.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $787K | 8.2% | |
| Principal Core Fixed Income | Other securities | — | — | $779K | 8.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $779K | 8.1% | |
| Principal Diversified International | Other securities | — | — | $642K | 6.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $642K | 6.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $433K | 4.5% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $400K | 4.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $353K | 3.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $312K | 3.3% | |
| Allspring Spec Small Cap Value R6 | Other securities | — | — | $234K | 2.4% | |
| Victory Sycamore Est Value R6 | Other securities | — | — | $209K | 2.2% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | — | $171K | 1.8% | |
| Neuberger Berm Genesis R6 Fund | Other securities | — | — | $153K | 1.6% | |
| Participant loans with terms ranging from 2 to 5 years and interest rates ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $100K | 1.0% | |
| Cohen & Steers Real Estate | Other securities | — | — | $24K | 0.3% | |
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
