LISA Miller signed Digital Intelligence Systems, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Digital Intelligence Systems, LLC's EIN is 45-5636447.
Download the official 2024 Form 5500 (PDF) for Digital Intelligence Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Digital Intelligence Systems, LLC'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 | $393K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | 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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | $0 | $17.7M | 13.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $14.0M | 10.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $12.7M | 9.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $12.7M | 9.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $11.4M | 8.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $11.4M | 8.4% | |
| JP Morgan Funds | Other securities | — | $0 | $9.4M | 7.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $9.4M | 7.0% | |
| Vanguard Group | Mutual Funds | — | $0 | $6.0M | 4.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $5.8M | 4.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $5.8M | 4.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $4.7M | 3.4% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.7M | 3.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $4.6M | 3.4% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.6M | 3.4% | |
| Franklin Templeton Investments | Mutual Funds | — | $0 | $4.5M | 3.3% | |
| Fidelity Investments | Mutual Funds | — | $0 | $4.4M | 3.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $3.2M | 2.3% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.2M | 2.3% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.1M | 2.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $3.1M | 2.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $2.9M | 2.1% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.9M | 2.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $2.7M | 2.0% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.7M | 2.0% | |
| Vanguard Group | Mutual Funds | — | $0 | $2.7M | 2.0% | |
| Vanguard Group | Mutual Funds | — | $0 | $2.6M | 1.9% | |
| Fidelity Investments | Mutual Funds | — | $0 | $2.5M | 1.8% | |
| Vanguard Group | Mutual Funds | — | $0 | $2.5M | 1.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $2.4M | 1.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.4M | 1.8% | |
| Vanguard Group | Mutual Funds | — | $0 | $2.4M | 1.8% | |
| Fidelity Investments | Mutual Funds | — | $0 | $2.2M | 1.6% | |
| Dimensional Fund Advisors | Mutual Funds | — | $0 | $2.0M | 1.5% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.8M | 1.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.8M | 1.3% | |
| Fidelity Investments | Mutual Funds | — | $0 | $1.8M | 1.3% | |
| Participant Loans | Participant loans | — | $0 | $1.3M | 1.0% | |
| American Century Investments | Other securities | — | $0 | $813K | 0.6% | |
| T. Rowe Price Funds | Other securities | — | $0 | $713K | 0.5% | |
| The American Funds | Mutual Funds | — | $0 | $605K | 0.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $452K | 0.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $452K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $437K | 0.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $437K | 0.3% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $400K | 0.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $400K | 0.3% | |
| T. Rowe Price Funds | Other securities | — | $0 | $367K | 0.3% | |
| Columbia Funds | Other securities | — | $0 | $314K | 0.2% | |
| Baillie Gifford | Other securities | — | $0 | $170K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
