Vicki Peace signed The Systems Group's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Systems Group's EIN is 71-0567684.
Download the official 2023 Form 5500 (PDF) for The Systems Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Systems Group'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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.4M | 11.1% | |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.0M | 9.2% | |
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 8.2% | |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.4M | 6.6% | |
| Franklin Templeton Investments, Inc. Franklin DynaTech Fund | Mutual Funds | — | — | $1.4M | 6.4% | |
| PGIM Investments, LLC PGIM Jennison Growth Fund | Other securities | — | — | $1.3M | 6.1% | |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 5.7% | |
| PRIN EQUITY INCOME SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.1M | 5.2% | |
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.0M | 4.9% | |
| Principal Life Insurance Company Principal Global Investors Large Cap S&P 500 Index Separate Account | Pooled Separate Accounts | — | — | $950K | 4.4% | |
| PRIN LGCAP S&P 500 IDX SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $950K | 4.4% | |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $932K | 4.4% | |
| CORE PLUS BOND SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $825K | 3.9% | |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $825K | 3.9% | |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $748K | 3.5% | |
| Principal Life Insurance Company Principal Global Investors Capital Appreciation Separate Account | Pooled Separate Accounts | — | — | $434K | 2.0% | |
| PRIN CAPITAL APPR SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $434K | 2.0% | |
| PRIN LIFETIME HY 2065 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $418K | 2.0% | |
| Delaware Management Company Mid Cap Growth Fund | Common Stocks | — | — | $410K | 1.9% | |
| Investments Mutual funds Allianz Global Investors AllianzGI NFJ Mid Cap Value I Fund | Other securities | — | — | $350K | 1.6% | |
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $336K | 1.6% | |
| Principal Life Insurance Company Principal Global Investors Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $287K | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $287K | 1.3% | |
| PRIN REAL ESTATE SECS SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $274K | 1.3% | |
| Principal Life Insurance Company Principal Global Investors Diversified International Separate Account | Pooled Separate Accounts | — | — | $245K | 1.1% | |
| PRIN DIV INTL SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $245K | 1.1% | |
| s * Principal Life Insurance Company Alliance Bernstein Small Cap Growth I Separate Account | Pooled Separate Accounts | — | — | $223K | 1.0% | |
| PRIN SMALLCAP GROWTH I SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $223K | 1.0% | |
| Principal Life Insurance Company Principal Global Investors International Emerging Markets Separate Account | Pooled Separate Accounts | — | — | $208K | 1.0% | |
| PRIN GLBL EM MKT SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $208K | 1.0% | |
| Principal Life Insurance Company Vaughan Nelson Small Cap Value II Separate Account | Pooled Separate Accounts | — | — | $173K | 0.8% | |
| PRIN SMALLCAP VALUE II SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $173K | 0.8% | |
| Principal Life Insurance Company Principal Global Investors Small Cap S&P 600 Index Separate Account | Pooled Separate Accounts | — | — | $116K | 0.5% | |
| PRIN SMCAP S&P 600 IDX SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $116K | 0.5% | |
| PRIN LIFETIME HY INC CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $109K | 0.5% | |
| PRIN LIFETIME HYB 2070 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1K | <0.1% | |
| PRIN LIFETIME HY 2010 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
