Realterm US, Inc.'s EIN is 52-2097545.
Download the official 2024 Form 5500 (PDF) for Realterm US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Realterm US, 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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Registered investment company | Common Collective Trusts | — | — | $4.3M | 17.9% | |
| Loomis Sayles Growth Fund Registered investment company | Common Stocks | — | — | $2.2M | 9.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.0M | 8.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.8M | 7.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 6.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 6.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.5M | 6.2% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Registered investment company | Common Stocks | — | — | $1.4M | 5.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.4M | 5.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 4.4% | |
| Janus Investment Fund - Janus Henderson Triton Fund Registered investment company | Mutual Funds | — | — | $876K | 3.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $700K | 2.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $518K | 2.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $512K | 2.1% | |
| Western Asset Core Plus Bond Fund Registered investment company | Common Stocks | — | — | $465K | 1.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $445K | 1.8% | |
| Vanguard Developed Markets Index Fund Registered investment company | Common Collective Trusts | — | — | $332K | 1.4% | |
| Delaware Value Fund Registered investment company | Common Stocks | — | — | $258K | 1.1% | |
| Vanguard Total Bond Market Index Fund Registered investment company | Common Collective Trusts | — | — | $224K | 0.9% | |
| Participants Loans maturity dates through May 15, 2043 - | Participant loans | — | — | $180K | 0.7% | |
| Fixed Income Guaranteed Option Insurance company general account contract | Common Stocks | — | — | $179K | 0.7% | |
| Invesco International Diversified Fund Registered investment company | Mutual Funds | — | — | $155K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund Registered investment company | Common Stocks | — | — | $106K | 0.4% | |
| Virtus SGA Emerging Markets Equity Fund Registered investment company | Common Stocks | — | — | $99K | 0.4% | |
| Undiscovered Managers Behavioral Value Fund Registered investment company | Common Stocks | — | — | $98K | 0.4% | |
| Allspring Special Mid Cap Value Fund Registered investment company | Common Stocks | — | — | $18K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME BENEFITS, INC. | 52-2204662 | — | CONTRACT ADMINISTRATOR | $6K | — |
