Directviz Solutions LLC's EIN is 46-0795124.
Download the official 2024 Form 5500 (PDF) for Directviz Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Directviz Solutions 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 | — | CONTACT ADMIN | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTMENT ADVISORY | $31K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES LLC | 52-1053785 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 IDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.3M | 14.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 12.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.8M | 11.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 7.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.0M | 6.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $980K | 6.2% | |
| Principal Largecap Growth I SA-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $686K | 4.3% | |
| PRIN LARGECAP GROWYH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $686K | 4.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $620K | 3.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $576K | 3.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $417K | 2.6% | |
| * Principal Fixed Income Guaranteed Option Credit with Interest at 1.55% | Guaranteed Income / GIC | — | — | $381K | 2.4% | |
| Vanguard Sm Cap Gr Idx Adm Mutual Fund | Common Collective Trusts | — | — | $375K | 2.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $316K | 2.0% | |
| Vanguard Value Index Adm Mutual Fund | Mutual Funds | — | — | $298K | 1.9% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $295K | 1.9% | |
| Vanguard Sm Cap Gr Val Adm Mutual Fund | Mutual Funds | — | — | $285K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $257K | 1.6% | |
| Vanguard Itl Growth Adm Mutual Fund | Mutual Funds | — | — | $248K | 1.6% | |
| Vanguard Infl-Prot Sec Adm Mutual Fund | Mutual Funds | — | — | $167K | 1.1% | |
| Vanguard Mdcap Val Idx Adm Mutual Fund | Common Collective Trusts | — | — | $136K | 0.9% | |
| Participant Loans to 10.50% - | Bonds / Notes | — | — | $118K | 0.7% | |
| PRIN SMCAP S&P 600 NDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $76K | 0.5% | |
| Vanguard Emg Mk Stk Idx Adm Mutual Fund | Common Collective Trusts | — | — | $64K | 0.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $59K | 0.4% | |
| Vanguard Hi-Yld Corp Adm Mutual Fund | Mutual Funds | — | — | $52K | 0.3% | |
| Vanguard International Value Inv Fund Mutual Fund | Mutual Funds | — | — | $31K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $16K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% |
