This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | $718K | 4.7% |
| PRIN SAM STRAT GROWTH SA-Z |
| Indirect comp |
|---|
| AMERIPRISE FINANCIAL SERVICES INC | 51-6041053 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Pooled Separate Account |
| $344K |
| 2.2% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $270K | 1.8% |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | $194K | 1.3% |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | $173K | 1.1% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $84K | 0.5% |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | $12K | <0.1% |
