JOY Creelman signed MONA Electric Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MONA Electric Group, Inc.'s EIN is 52-0846122.
Download the official 2024 Form 5500 (PDF) for MONA Electric Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MONA Electric Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | 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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.7M | 14.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.7M | 14.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.5M | 13.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.0M | 10.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 10.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $903K | 4.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $707K | 3.7% | |
| Fidelity Investments Fidelity Advisor Technology Fund | Mutual Funds | — | — | $589K | 3.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $511K | 2.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $472K | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $453K | 2.4% | |
| BlackRock High Yield Portfolio | Mutual Funds | — | — | $393K | 2.1% | |
| * Principal Life Insurance Company Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $392K | 2.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $384K | 2.0% | |
| Principal Life Insurance Company Principal Core Fixed Income Separate Account-Z | Pooled Separate Accounts | — | — | $351K | 1.8% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $351K | 1.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $216K | 1.1% | |
| Loomis Sayles Loomis Sayles Bond Fund | Other securities | — | — | $210K | 1.1% | |
| Columbia Balanced Fund | Other securities | — | — | $201K | 1.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $175K | 0.9% | |
| New Perspective New Perspective Fund | Other securities | — | — | $145K | 0.8% | |
| maturing through May 2030 | Other securities | — | — | $137K | 0.7% | |
| New World New World Fund Inc | Common Stocks | — | — | $132K | 0.7% | |
| Franklin Templeton Investments Templeton Global Total Return Fund 306 BlackRock Health Sciences Opportunities Portfolio | Mutual Funds | — | — | $130K | 0.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $126K | 0.7% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund | Mutual Funds | — | — | $104K | 0.5% | |
| MFS Utilities Fund | Mutual Funds | — | — | $87K | 0.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $85K | 0.4% | |
| (E) | Other securities | — | $21K | $85K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $75K | 0.4% | |
| (E) | Other securities | — | — | $75K | 0.4% | |
| Fidelity Investments Fidelity Leveraged Company Stock Fund | Mutual Funds | — | — | $52K | 0.3% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $40K | 0.2% | |
| Oakmark International Fund | Other securities | — | — | $33K | 0.2% | |
| Fidelity Investments Fidelity Advisor Diversified Stock Fund | Mutual Funds | — | — | $29K | 0.2% | |
| Hartford Mutual Funds Hartford MidCap Fund/The | Other securities | — | — | $26K | 0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $21K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Invesco Funds Group, Inc. Invesco Comstock Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Investments Fidelity Advisor Energy Fund | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $716 | <0.1% |
