Principle Choice Solutions, LLC's EIN is 47-2275889.
Download the official 2024 Form 5500 (PDF) for Principle Choice Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Principle Choice Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $27K | — |
| PENSION ADMINISTRATORS LLC | 20-4043839 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $827K | 19.8% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $596K | 14.2% | |
| AMERICAN FUNDS FUNDMNTL INVST RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 843 | Pooled Separate Account | — | — | $434K | 10.4% | |
| AMERICAN FUNDS WASH MUTUAL INVST RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 846 | Pooled Separate Account | — | — | $410K | 9.8% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $409K | 9.8% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $385K | 9.2% | |
| AMERICAN FUNDS EUROPACIFIC GR RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $381K | 9.1% | |
| AMERICAN FUNDS SMALLCAP WORLD RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 845 | Pooled Separate Account | — | — | $216K | 5.2% | |
| DFA EMERGING MRKTS PORTFOLIO RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 525 | Pooled Separate Account | — | — | $181K | 4.3% | |
| maturing through May 2029 | Other securities | — | — | $117K | 2.8% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $82K | 2.0% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $34K | 0.8% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $25K | 0.6% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $24K | 0.6% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $8K | 0.2% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $5K | 0.1% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-1416330 |
| — |
| INVESTMENT AD VISORY - PL |
| $13K |
| — |
