This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS, LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
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.
| % of plan | |||
|---|---|---|---|
| PRIN SAM BALANCED SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | $978K | 10.2% |
| PRIN LGCP S&P 500 INDEX SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $710K | 7.4% |
| PRIN SAM CONS BALANCED SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | $673K | 7.0% |
| PRIN LIFETM 2035 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | $364K | 3.8% |
| PRIN LARGECAP GROWTH I SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $328K | 3.4% |
| PRIN SAM STRATEGIC GROWTH SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | $304K | 3.2% |
| PRIN SAM CONS GROWTH SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | $299K | 3.1% |
| PRIN LIFETM 2040 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $280K | 2.9% |
| PRIN SMALL CAP SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | $272K | 2.8% |
| PRIN MIDCAP S&P 400 INDEX SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $264K | 2.8% |
| PRIN LIFETM 2025 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | $250K | 2.6% |
| PRIN LIFETM 2030 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $242K | 2.5% |
| PRIN CORE PLUS BOND SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $240K | 2.5% |
| PRIN LIFETM 2045 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | $203K | 2.1% |
| PRIN LIFETM 2020 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $196K | 2.0% |
| PRIN LIFETM 2060 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $179K | 1.9% |
| PRIN LIFETM 2050 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $163K | 1.7% |
| PRIN LIFETM STRAT INC SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $142K | 1.5% |
| PRIN LIFETM 2055 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Common Collective Trust | $134K | 1.4% |
| PRIN SAM FLEXIBLE INCOME SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | $74K | 0.8% |
| PRIN LIFETM 2015 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | $51K | 0.5% |
| PRIN LIFETM 2010 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | $50K | 0.5% |
| PRIN REAL ESTATE SECS SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $21K | 0.2% |
| PRIN SHORT TERM INC SA Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | $14K | 0.2% |
| PRIN LIFETM 2065 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | $11K | 0.1% |
| QUALIFIED PLAN ADMINISTRATORS, INC. |
| 56-1721260 |
| — |
| CONTRACT ADMINISTRATOR |
| $30K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUCO SECURITIES LLC | 90-1018590 | — | OTHER SERVICES | $0 | — |
