Kelly Desoto signed Primed Management Consulting Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Primed Management Consulting Services, Inc.'s EIN is 68-0193329.
Download the official 2024 Form 5500 (PDF) for Primed Management Consulting Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primed Management Consulting Services, Inc.'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 | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $23.7M | 16.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $20.3M | 13.7% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $19.5M | 13.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $18.9M | 12.7% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $6.6M | 4.4% | |
| Growth Fund of America Mutual Fund | Other securities | — | — | $6.1M | 4.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $6.0M | 4.0% | |
| Principal Mid Cap Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $5.3M | 3.5% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $5.3M | 3.5% | |
| Principal Diversified International Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $4.7M | 3.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $4.7M | 3.1% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $3.8M | 2.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $3.8M | 2.5% | |
| Investment Company of America Mutual Fund | Common Stocks | — | — | $3.5M | 2.3% | |
| Principal Capital Appreciation Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $3.4M | 2.3% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $3.4M | 2.3% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $3.3M | 2.2% | |
| Principal Mid Cap S&P 400 Index Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $2.9M | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.9M | 1.9% | |
| T. Rowe Price Mid Cap Growth I Fund Mutual Fund | Other securities | — | — | $2.9M | 1.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.8% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | — | $2.5M | 1.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2.3M | 1.5% | |
| Notes receivable from participants Interest rates range 6.25% - 11.50% - | Bonds / Notes | — | — | $1.7M | 1.2% | |
| Principal International Emerging Markets Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 0.8% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $1.2M | 0.8% | |
| AM Century Inflation Adjusted Bond R6 Fund Mutual Fund | Other securities | — | — | $1.2M | 0.8% | |
| DFA US Targeted Value Portfolio Mutual Fund | Mutual Funds | — | — | $1.1M | 0.7% | |
| AM Funds US Government Securities R6 Fund Mutual Fund | Other securities | — | — | $680K | 0.5% | |
| Principal LifeTime Strategic Income Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $570K | 0.4% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $570K | 0.4% | |
| Principal LifeTime 2070 Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $18K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $18K | <0.1% | |
| (E) | Other securities | — | — | $18K | <0.1% |
