Custom Labels, Inc.'s EIN is 72-0711876.
Download the official 2023 Form 5500 (PDF) for Custom Labels, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Custom Labels, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | 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.
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 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $19K | $785K | 19.9% | |
| PRINCIPAL LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $13K | $509K | 12.9% | |
| Fidelity Advisor Large Cap M Fund 9,192 shares | Mutual Funds | — | $9K | $435K | 11.0% | |
| PRINCIPAL LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $12K | $433K | 11.0% | |
| Invesco Comstock R Fund 7,308 shares | Mutual Funds | — | $7K | $223K | 5.7% | |
| PRINCIPAL LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $4K | $182K | 4.6% | |
| PRINCIPAL LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $5K | $155K | 3.9% | |
| Maturing October 2024 to September 2029 | Other securities | — | — | $125K | 3.2% | |
| *Principal Fixed Income Guaranteed Option 0.90% | Guaranteed Income / GIC | — | — | $111K | 2.8% | |
| PRINCIPAL LARGECAP GROWTH I SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $2K | $101K | 2.6% | |
| Eaton Vance Atlanta Capital SMID-Cap R Fund 2,201 shares | Other securities | — | $2K | $74K | 1.9% | |
| PRINCIPAL LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $2K | $70K | 1.8% | |
| PRINCIPAL LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $1K | $67K | 1.7% | |
| PRINCIPAL MIDCAP S&P 400 IDX SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $66K | 1.7% | |
| PRINCIPAL LIFETIME HY INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $3K | $64K | 1.6% | |
| Franklin Small Cap Growth R Fund 3,153 shares | Mutual Funds | — | $3K | $62K | 1.6% | |
| PRINCIPAL LGCAP S&P 500 IDX SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $54K | 1.4% | |
| PRINCIPAL LIFETIME HY 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $1K | $49K | 1.2% | |
| Invesco Global R Fund 490 shares | Mutual Funds | — | — | $48K | 1.2% | |
| Principal SmallCap Separate Account-Signature 178 units | Pooled Separate Accounts | — | — | $46K | 1.2% | |
| PRINCIPAL SMCAP SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $46K | 1.2% | |
| PIMCO Income R Fund 3,981 shares | Mutual Funds | — | $4K | $42K | 1.1% | |
| PRINCIPAL MIDCAP VALUE SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $37K | 1.0% | |
| Fidelity Advisor High Income Advantage M Fund 2,615 shares | Mutual Funds | — | $3K | $31K | 0.8% | |
| MFS International Growth R2 Fund 750 shares | Mutual Funds | — | — | $29K | 0.7% | |
| PRINCIPAL LIFETIME HY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $1K | $29K | 0.7% | |
| Delaware Emerging Markets R Fund 1,179 shares | Other securities | — | $1K | $26K | 0.7% | |
| PRINCIPAL LIFETIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $25K | 0.6% | |
| PRINCIPAL REAL ESTATE SECS SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $18K | 0.5% | |
| JP Morgan Government Bond R2 Fund 1,809 shares | U.S. Treasuries | — | $2K | $10K | 0.3% | |
| PRINCIPAL SMALLCAP VALUE II SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $9K | 0.2% | |
| Delaware Corporate Bond R Fund 406 shares | Other securities | — | — | $6K | 0.2% | |
| Oakmark International Fund-Investor Class 233 shares | Other securities | — | — | $6K | 0.2% | |
| American Funds Capital World Bond R3 Fund 364 shares | Mutual Funds | — | — | $6K | 0.1% | |
| PRINCIPAL GI REAL EST SEC SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PRINCIPAL LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $907 | <0.1% |
