Jason Neifield signed Plexus Worldwide, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plexus Worldwide, LLC's EIN is 46-5571152.
Download the official 2024 Form 5500 (PDF) for Plexus Worldwide, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plexus Worldwide, 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 | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $15.0M | 69.1% | |
| 7 Principal Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.3M | 10.4% | |
| 24 Principal Trust Company TIAA-CREF Lifecycle Index 2040 | Mutual Funds | — | — | $2.2M | 10.4% | |
| 25 Principal Trust Company TIAA-CREF Lifecycle Index 2045 | Mutual Funds | — | — | $2.2M | 10.2% | |
| 23 Principal Trust Company TIAA-CREF Lifecycle Index 2035 | Mutual Funds | — | — | $2.2M | 10.1% | |
| 26 Principal Trust Company TIAA-CREF Lifecycle Index 2050 | Mutual Funds | — | — | $2.1M | 9.6% | |
| 27 Principal Trust Company TIAA-CREF Lifecycle Index 2055 | Mutual Funds | — | — | $2.0M | 9.2% | |
| 22 Principal Trust Company TIAA-CREF Lifecycle Index 2030 | Mutual Funds | — | — | $1.8M | 8.4% | |
| 28 Principal Trust Company TIAA-CREF Lifecycle Index 2060 | Mutual Funds | — | — | $1.1M | 5.2% | |
| 15 Principal Trust Company Vanguard US Growth Admiral | Mutual Funds | — | — | $825K | 3.8% | |
| 19 Principal Trust Company TIAA-CREF Lifecycle Index 2015 ** 57 20 Principal Trust Company TIAA-CREF Lifecycle Index 2020 | Mutual Funds | — | — | $628K | 2.9% | |
| 9 Principal Trust Company Fidelity LargeCap Growth Index Fund | Common Collective Trusts | — | — | $482K | 2.2% | |
| 5 Principal Trust Company DFA US Targeted Value | Mutual Funds | — | — | $481K | 2.2% | |
| 21 Principal Trust Company TIAA-CREF Lifecycle Index 2025 | Mutual Funds | — | — | $464K | 2.1% | |
| 10 Principal Trust Company Fidelity MidCap Index Fund | Common Collective Trusts | — | — | $414K | 1.9% | |
| 14 Principal Trust Company Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $365K | 1.7% | |
| 1 Principal Trust Company American Funds American Mutual Fund | Mutual Funds | — | — | $364K | 1.7% | |
| Notes receivable from participants Maturing at various times through 2029 | Other securities | — | — | $269K | 1.2% | |
| 8 Principal Trust Company Fidelity International Index | Mutual Funds | — | — | $214K | 1.0% | |
| 31 * Principal Trust Company Principal Diversified International Separate Account | Pooled Separate Accounts | — | — | $202K | 0.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $202K | 0.9% | |
| 11 Principal Trust Company Fidelity SmallCap Index Fund | Common Collective Trusts | — | — | $191K | 0.9% | |
| 2 Principal Trust Company Baird Core Plus Bond | Common Stocks | — | — | $187K | 0.9% | |
| 29 Principal Trust Company TIAA-CREF Lifecycle Index 2065 | Mutual Funds | — | — | $174K | 0.8% | |
| 6 Principal Trust Company Fidelity LargeCap Value Index Fund | Common Collective Trusts | — | — | $126K | 0.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $112K | 0.5% | |
| 13 Principal Trust Company PGIM High Yield Fund | Common Stocks | — | — | $67K | 0.3% | |
| 4 Principal Trust Company DFA Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | — | $57K | 0.3% | |
| 12 Principal Trust Company Invesco Developing Markets Fund Class | Mutual Funds | — | — | $55K | 0.3% | |
| 16 Principal Trust Company Victory Trivalent International SmallCap Fund | Common Stocks | — | — | $37K | 0.2% | |
| 30 Principal Trust Company TIAA-CREF Lifecycle Index Retirement Income | Mutual Funds | — | — | $18K | <0.1% | |
| 3 Principal Trust Company DFA Emerging Markets Fund | Mutual Funds | — | — | $2K | <0.1% | |
| 18 Principal Trust Company TIAA-CREF Lifecycle Index 2010 | Mutual Funds | — | — | $2K | <0.1% |
