Kelsey Diers signed Immanuel's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Immanuel's EIN is 47-0733774.
Download the official 2024 Form 5500 (PDF) for Immanuel from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Immanuel'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 | $122K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | INVESTMENT ADVISORY | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $8.9M | 16.7% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $8.4M | 15.8% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $6.2M | 11.6% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.1M | 11.4% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.2M | 7.8% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.8M | 7.2% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.9M | 5.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.5M | 4.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.5M | 2.7% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 2.1% | |
| American Funds American Funds Amcap R6 Fund N/A | Mutual Funds | — | — | $1.1M | 2.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.9% | |
| Participant Loans Maturing from January 2025 - December 2029 Interest rates of 5.25% to 10.50% N/A | Bonds / Notes | — | — | $944K | 1.8% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index SA-Z N/A | Common Stocks | — | — | $726K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $726K | 1.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $639K | 1.2% | |
| MFS Investment Management MFS Value R6 Fund N/A | Mutual Funds | — | — | $628K | 1.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $518K | 1.0% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $436K | 0.8% | |
| American Funds American Funds Europacific Growth R6 Fund N/A | Mutual Funds | — | — | $423K | 0.8% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $386K | 0.7% | |
| JP Morgan JP Morgan Core Bond R6 Fund N/A | Other securities | — | — | $363K | 0.7% | |
| JP Morgan JP Morgan Large Cap GR R6 Fund N/A | Other securities | — | — | $263K | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets I Fund N/A | Mutual Funds | — | — | $203K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $25K | <0.1% | |
| Principal Funds Inc Principal Government Money Market R6 Fund N/A | Cash / Money Market | — | — | $9K | <0.1% | |
| (E) | Other securities | — | $25K | $9K | <0.1% |
