Sarah Johnson signed The Wright Rehabilitation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Wright Rehabilitation's EIN is 58-2173078.
Download the official 2024 Form 5500 (PDF) for The Wright Rehabilitation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Wright Rehabilitation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANCTUARY SECURITIES INC | 36-2957364 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.1M | 17.3% | |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 15.0% | |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.7M | 13.9% | |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 8.6% | |
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $818K | 6.7% | |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $619K | 5.1% | |
| Principal Life Insurance Company Large Cap Growth I SA | Common Stocks | — | — | $589K | 4.8% | |
| PRIN LARGECAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $589K | 4.8% | |
| * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $538K | 4.4% | |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $356K | 2.9% | |
| American Beacon Funds Large Cap Value Advisor Fund | Other securities | — | — | $352K | 2.9% | |
| The American Funds American Balanced R3 Fund | Mutual Funds | — | — | $341K | 2.8% | |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $300K | 2.5% | |
| PRIN CAPITAL APPR SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $281K | 2.3% | |
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $274K | 2.2% | |
| Eaton Vance Atlanta Capital SMID-Cap A Fund | Other securities | — | — | $150K | 1.2% | |
| Eagle Financial Services, Inc. Carillon Eagle Small Cap Growth R3 Fund | Common Stocks | — | — | $80K | 0.7% | |
| Franklin Templeton Investments Templeton Global Bond R Fund 2 Oakmark International Investor Fund | Mutual Funds | — | — | $71K | 0.6% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index SA | Common Stocks | — | — | $69K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $69K | 0.6% | |
| American Beacon Funds Small Cap Value Advisor Fund | Other securities | — | — | $58K | 0.5% | |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $58K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $58K | 0.5% | |
| Blackrock Advisors Global Allocation Investor A Fund | Other securities | — | — | $57K | 0.5% | |
| American Funds Service Company New World R3 Fund | Mutual Funds | — | — | $57K | 0.5% | |
| Notes receivable from participants * Loans to participants Interest rates from 4.75% to 10.00% | Bonds / Notes | — | — | $55K | 0.4% | |
| Principal Life Insurance Company Mid Cap Value I SA | Common Stocks | — | — | $53K | 0.4% | |
| PRIN MIDCAP VALUE I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $53K | 0.4% | |
| PRIN REAL ESTATE SECS SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $51K | 0.4% | |
| Franklin Templeton Investments Franklin High Income R Fund | Mutual Funds | — | — | $41K | 0.3% | |
| The American Funds Europacific Growth R3 Fund | Mutual Funds | — | — | $34K | 0.3% | |
| Principal Life Insurance Company Core Fixed Income SA | Common Stocks | — | — | $22K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $22K | 0.2% | |
| PIMCO Funds Real Return R Fund | Mutual Funds | — | — | $20K | 0.2% | |
| PRIN EQUITY INCOME SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $15K | 0.1% | |
| PRIN LIFETIME HY INC CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $13K | 0.1% | |
| PRIN INTL EQUITY INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $11K | <0.1% | |
| PRIN CORE PLUS BOND SEP ACT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $8K | <0.1% | |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $3K | <0.1% |
