Clyde Agnewjr signed The ARC Montgomery County's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The ARC Montgomery County's EIN is 52-0639953.
Download the official 2023 Form 5500 (PDF) for The ARC Montgomery County from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The ARC Montgomery County's plan includes money-purchase contributions, ERISA 404(c) participant direction, 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 | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Principal Fixed Income Option 401(a)/k N/A (1) | Guaranteed Income / GIC | — | — | $361K | 23.0% | |
| Principal Capital App R5 Fund 3,263 (1) | Other securities | — | — | $224K | 14.3% | |
| Principal LifeTime 2030 R5 Fund 16,224 (1) | Other securities | — | — | $219K | 14.0% | |
| Principal SmallCap R6 Fund 33 (1) 905 * Principal LargeCap Growth I R6 Fund 11,094 (1) | Other securities | — | — | $193K | 12.3% | |
| Principal LifeTime 2025 R5 Fund 14,844 (1) | Other securities | — | — | $160K | 10.2% | |
| Principal LifeTime 2040 R5 Fund 6,155 (1) | Other securities | — | — | $94K | 6.0% | |
| Principal LifeTime 2045 R5 Fund 4,240 (1) | Other securities | — | — | $57K | 3.6% | |
| American Funds Am Balanced R6 Fund 1,483 (1) | Mutual Funds | — | — | $47K | 3.0% | |
| Principal LifeTime 2035 R5 Fund 3,214 (1) | Other securities | — | — | $39K | 2.5% | |
| Principal Equity Income Institutional Fund 1,000 (1) | Other securities | — | — | $38K | 2.4% | |
| Principal LifeTime 2015 R5 Fund 3,663 (1) | Other securities | — | — | $31K | 1.9% | |
| Principal LifeTime Str Inc R5 Fund 2,709 (1) | Common Stocks | — | — | $30K | 1.9% | |
| Principal MidCap Value I R6 Fund 1,327 (1) | Other securities | — | — | $22K | 1.4% | |
| Principal LifeTime 2020 R5 Fund 1,629 (1) | Other securities | — | — | $20K | 1.2% | |
| American Funds EuroPacific Growth R6 Fund 253 (1) | Mutual Funds | — | — | $14K | 0.9% | |
| Principal LifeTime 2050 R5 Fund 562 (1) | Other securities | — | — | $9K | 0.6% | |
| s * Principal LargeCap S&P 500 Index R5 Fund 153 (1) | Mutual Funds | — | — | $4K | 0.2% | |
| Principal SmallCap S&P 600 Index R6 Fund 111 (1) | Other securities | — | — | $3K | 0.2% | |
| Midcap S&P 400 Index R6 Fund 75 (1) | Other securities | — | — | $2K | 0.1% | |
| Principal Real Estate Secs R6 Fund 55 (1) | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
