Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
| ORENDA RETIREMENT LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Registered Investment Company - BlackRock LFPTH Index 2025 K Fund | Other securities | — | — | $4.5M | 36.9% | |
| BlackRock Registered Investment Company - BlackRock LFPTH Index 2030 K Fund | Other securities | — | — | $2.5M | 20.5% | |
| BlackRock Registered Investment Company - BlackRock LFPTH Index 2040 K Fund | Other securities | — | — | $886K | 7.3% | |
| BlackRock Registered Investment Company - BlackRock LFPTH Index 2035 K Fund | Other securities | — | — | $727K | 6.0% | |
| Fidelity Investments Registered Investment Company - Fidelity 500 Index Fund | Other securities | — | — | $693K | 5.7% | |
| BlackRock Registered Investment Company - BlackRock LFPTH Index 2050 K Fund | Other securities | — | — | $569K | 4.7% | |
| BlackRock Registered Investment Company - BlackRock LFPTH Index 2045 K Fund | Other securities | — | — | $482K | 3.9% | |
| Principal Life Principal Fixed Income Guaranteed Option | Other securities | — | — | $379K | 3.1% | |
| Notes receivable * from participants Range of interest rates range from 4.25 – 9.50% | Bonds / Notes | — | — | $292K | 2.4% | |
| BlackRock Registered Investment Company - BlackRock LFPTH Index 2055 K Fund | Other securities | — | — | $285K | 2.3% | |
| BlackRock Registered Investment Company - BlackRock LFPTH Index 2060 K Fund | Other securities | — | — | $165K | 1.3% | |
| T. Rowe Price Registered Investment Company - T. Rowe Price BL Chip GR I Fund | Other securities | — | — | $145K | 1.2% | |
| Fidelity Investments Registered Investment Company - Fidelity Mid CP Index Fund | Other securities | — | — | $144K | 1.2% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $90K | 0.7% | |
| BlackRock Registered Investment Company - BlackRock LFPTH Index 2065 K Fund | Other securities | — | — | $90K | 0.7% | |
| T. Rowe Price Registered Investment Company - T. Rowe Price New Horizon I Fund | Other securities | — | — | $70K | 0.6% | |
| BlackRock Registered Investment Company - BlackRock Total Return K Fund | Other securities | — | — | $67K | 0.6% | |
| Fidelity Investments Registered Investment Company - Fidelity SM CP Index Fund | Other securities | — | — | $53K | 0.4% | |
| Fidelity Investments Registered Investment Company - Fidelity Intl IDX Fund | Other securities | — | — | $51K | 0.4% | |
| Vanguard Registered Investment Company – Global Equity Fund | Other securities | — | — | $42K | 0.3% | |
| Goldman Sachs Registered Investment Company - Goldman LG CP VAL Ins R6 Fund | Other securities | — | — | $42K | 0.3% | |
| Calvert Funds Registered Investment Company - Calvert US LC CR RSP Index R6 Fund | Other securities | — | — | $16K | 0.1% | |
| BlackRock Registered Investment Company - BlackRock LFPTH Index RTRMT K Fund | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4877979 |
| — |
| CONTRACT ADMINISTRATOR |
| $7K |
| — |
