Jacqueline Scheuerman signed True Capital Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
True Capital Partners, LLC's EIN is 45-4747947.
Download the official 2024 Form 5500 (PDF) for True Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)True Capital Partners, 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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISORY | $44K | — |
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 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $6.9M | 14.0% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $5.9M | 12.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $4.3M | 8.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.1M | 8.3% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $3.8M | 7.8% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $3.4M | 6.9% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $3.2M | 6.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.0M | 6.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $1.9M | 3.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.5M | 3.0% | |
| Vanguard Group Vanguard International Value Inv Fund | Mutual Funds | — | — | $1.3M | 2.6% | |
| The American Funds American Funds New Perspective R6 Fund | Mutual Funds | — | — | $861K | 1.8% | |
| Vanguard Group Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $826K | 1.7% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $812K | 1.7% | |
| Fidelity Freedom Index 2050 Ins Pre | Mutual Funds | — | — | $766K | 1.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $761K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $757K | 1.5% | |
| Vanguard Group Vanguard Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $700K | 1.4% | |
| Vanguard Group Vanguard Inflation-Protected Securities Admiral Fund | Mutual Funds | — | — | $567K | 1.2% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $507K | 1.0% | |
| American Funds Service Company American Funds International Growth and Income R6 Fund | Mutual Funds | — | — | $442K | 0.9% | |
| PIMCO Investment Management PIMCO GLBL BD (USD-HDG) I FD | Mutual Funds | — | — | $396K | 0.8% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $387K | 0.8% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $328K | 0.7% | |
| Principal Life Insurance Company Core Fixed Income Separate Account | Pooled Separate Accounts | — | — | $313K | 0.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $313K | 0.6% | |
| Fidelity Freedom Index 2055 Ins Pre | Mutual Funds | — | — | $279K | 0.6% | |
| Participants Various terms, 5.25%-10.50% interest rates maturing through 2054 | Bonds / Notes | — | — | $268K | 0.5% | |
| Janus International Holding, LLC Janus Henderson Triton N Fund | Mutual Funds | — | — | $250K | 0.5% | |
| Eventide Funds Eventide Gilead N Fund | Other securities | — | — | $205K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $140K | 0.3% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $82K | 0.2% | |
| Fidelity Freedom Index 2060 Ins Pre | Mutual Funds | — | — | $63K | 0.1% | |
| Principal Life Insurance Company Principal LifeTime Strategic Income Fund SA-Z | Common Stocks | — | — | $34K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $34K | <0.1% | |
| Fidelity Freedom Index 2045 Ins Pre | Mutual Funds | — | — | $29K | <0.1% | |
| Fidelity Freedom Index 2040 Ins Pre | Mutual Funds | — | — | $26K | <0.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $23K | <0.1% | |
| (E) | Other securities | — | — | $23K | <0.1% | |
| Fidelity Freedom Index 2065 Ins Pre | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2030 Ins Pre 423 Fidelity Freedom Index 2035 Ins Pre | Mutual Funds | — | — | $2K | <0.1% | |
| (E) | Other securities | — | — | $1K | <0.1% | |
| Principal Life Insurance Company Principal LifeTime 2070 Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
