Kathryn Purcell signed America II Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
America II Group LLC's EIN is 59-3270107.
Download the official 2024 Form 5500 (PDF) for America II Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)America II Group LLC'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 | $69K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.6M | 13.6% | |
| American Funds NewPrsp R6 Fnd Mutual Fund | Mutual Funds | — | — | $3.3M | 8.1% | |
| Vanguard Tgt Rmt 2035 Inv Fund Mutual Fund | Mutual Funds | — | — | $3.1M | 7.6% | |
| Vanguard Tgt Rmt 2030 Inv Fund Mutual Fund | Mutual Funds | — | — | $3.1M | 7.5% | |
| PRIN/BR LG CAP GROWTH CIT N SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $2.9M | 7.1% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.8% | |
| American Fds WshMut Inv R6 Fd Mutual Fund | Other securities | — | — | $2.4M | 5.7% | |
| Vanguard Tgt Rmt 2040 Inv Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 5.6% | |
| Vanguard Tgt Rmt 2045 Inv Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 5.5% | |
| Vanguard Tgt Rmt 2025 Inv Fund Mutual Fund | Mutual Funds | — | — | $2.1M | 5.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.7M | 4.0% | |
| Carillon Eage MidCapGwth I Fd Mutual Fund | Other securities | — | — | $1.2M | 2.9% | |
| Vanguard Tgt Rmt 2050 Inv Fund Mutual Fund | Mutual Funds | — | — | $988K | 2.4% | |
| Fidelity Puritan Fund Mutual Fund | Mutual Funds | — | — | $964K | 2.3% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $954K | 2.3% | |
| T. Rowe Price Mid-Cap Val I Fd Mutual Fund | Other securities | — | — | $924K | 2.2% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd Mutual Fund | Common Collective Trusts | — | — | $786K | 1.9% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $773K | 1.9% | |
| Vanguard Tgt Rmt 2020 Inv Fund Mutual Fund | Mutual Funds | — | — | $701K | 1.7% | |
| MFS Intl Diversification R4 Fd Mutual Fund | Mutual Funds | — | — | $657K | 1.6% | |
| Participant loans 4.25% - 9.50% | Bonds / Notes | — | — | $653K | 1.6% | |
| Vanguard Tgt Rmt Inc Inv Fund Mutual Fund | Mutual Funds | — | — | $409K | 1.0% | |
| Dodge & Cox Balanced I Fund Mutual Fund | Mutual Funds | — | — | $282K | 0.7% | |
| Vanguard Tgt Rmt 2055 Inv Fund Mutual Fund | Mutual Funds | — | — | $224K | 0.5% | |
| Principal Fixed Inc Guard Option Guaranteed investment contract | Stable Value | — | — | $210K | 0.5% | |
| T. Rowe Price Rtm Bal I Fund Mutual Fund | Other securities | — | — | $166K | 0.4% | |
| Vanguard Tgt Rmt 2060 Inv Fund Mutual Fund | Mutual Funds | — | — | $153K | 0.4% | |
| Vanguard Tgt Rmt 2065 Inv Fund Mutual Fund | Mutual Funds | — | — | $21K | <0.1% | |
| Vanguard Tgt Rmt 2070 Inv Fund Mutual Fund | Mutual Funds | — | — | $16K | <0.1% |
