Sherry Ryan signed Precision Capital, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precision Capital, Ltd.'s EIN is 47-3043619.
Download the official 2024 Form 5500 (PDF) for Precision Capital, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precision Capital, Ltd.'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 | $74K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | $0 | $2.1M | 11.1% | |
| Participant Loans | Participant loans | — | $0 | $2.1M | 11.0% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $1.5M | 7.9% | |
| Prin High Yield Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1.4M | 7.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.4M | 7.5% | |
| PIMCO Intl Bond (USD-Hdg) I Fd | Mutual Funds | — | $0 | $1.4M | 7.5% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $844K | 4.5% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $741K | 3.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $718K | 3.8% | |
| AMERICAN CENTURY SC GR R6 FD | Other securities | — | $0 | $620K | 3.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $619K | 3.3% | |
| T.Rowe Price Lg Cp Gwth I Fund | Other securities | — | $0 | $617K | 3.3% | |
| Columbia Div Income I3 Fund | Other securities | — | $0 | $563K | 3.0% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $525K | 2.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $464K | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $460K | 2.5% | |
| Neub Berman Real Estate R6 Fd | Other securities | — | $0 | $431K | 2.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $420K | 2.2% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $416K | 2.2% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $404K | 2.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $384K | 2.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $320K | 1.7% | |
| ClearBridge Intl Grth IS Fd | Other securities | — | $0 | $282K | 1.5% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | $0 | $245K | 1.3% | |
| Neuberger Berm Strat Inc R6 Fd | Common Stocks | — | $0 | $232K | 1.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $218K | 1.2% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | $0 | $179K | 1.0% | |
| PGIM High Yield R6 Fund | Other securities | — | $0 | $116K | 0.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $95K | 0.5% | |
| Prin LifeTime Hybr 2035 CIT Z | Common Collective Trusts | — | $0 | $92K | 0.5% | |
| Allspring Spec Sm Cp Value R6 | Other securities | — | $0 | $77K | 0.4% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $77K | 0.4% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | $0 | $66K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $63K | 0.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $55K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $14K | <0.1% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | $0 | $14K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $12K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $5K | <0.1% |
