Christine Simpson signed PIN of GA, LLC DBA Phoenix Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PIN of GA, LLC DBA Phoenix Systems' EIN is 46-3419037.
Download the official 2024 Form 5500 (PDF) for PIN of GA, LLC DBA Phoenix Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PIN of GA, LLC DBA Phoenix Systems' 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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 30.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $736K | 20.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $270K | 7.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $219K | 6.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $172K | 4.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $126K | 3.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $108K | 3.0% | |
| Vanguard Growth Index Adm Fund Mutual Fund | Mutual Funds | — | — | $106K | 3.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $94K | 2.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $79K | 2.2% | |
| Vanguard ValueIndex Adm Fund Mutual Fund | Mutual Funds | — | — | $71K | 2.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $70K | 1.9% | |
| DRAFT * Participant Loans Interest Rates - 5.25% - 10.50% | Bonds / Notes | — | — | $54K | 1.5% | |
| Principal Guaranteed Option Fixed Annuities | Other securities | — | — | $53K | 1.5% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $52K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $37K | 1.0% | |
| Prin LifeTime Hybrid 2070 CIT Common Collective Trust ** 295 iShs US Agg Bond Index K Fund Mutual Fund | Common Collective Trusts | — | — | $35K | 1.0% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $26K | 0.7% | |
| PGIM High Yield R6 Fund Mutual Fund | Other securities | — | — | $26K | 0.7% | |
| JP Morgan Intl Equity RF Fund Mutual Fund | Other securities | — | — | $23K | 0.6% | |
| Delaware Small Cap Value R6 Fd Mutual Fund | Other securities | — | — | $18K | 0.5% | |
| American Funds New World RG Mutual Fund | Mutual Funds | — | — | $18K | 0.5% | |
| Virtus NFJ Mid Cap Val R6 Fd Mutual Fund | Other securities | — | — | $14K | 0.4% | |
| American Funds Cap World Bnd R6 Mutual Fund | Mutual Funds | — | — | $14K | 0.4% | |
| PGIM Jennison Md Cap Gth R6 Fd Mutual Fund | Other securities | — | — | $13K | 0.4% | |
| DFA Infl Protected Sec I Fund Mutual Fund | Mutual Funds | — | — | $12K | 0.3% | |
| Hartford Core Equity R6 Fund Mutual Fund | Other securities | — | — | $10K | 0.3% | |
| Vanguard Explorer Admiral Fund Mutual Fund | Mutual Funds | — | — | $10K | 0.3% | |
| Vanguard Intl Value Inv Fund Mutual Fund | Mutual Funds | — | — | $9K | 0.3% | |
| Vanguard Intl Growth Adm Fd Mutual Fund | Mutual Funds | — | — | $5K | 0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $5K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $295 | <0.1% |
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 |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
