Billi Genre signed The Newtron Group, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Newtron Group, L.L.C.'s EIN is 72-0955705.
Download the official 2024 Form 5500 (PDF) for The Newtron Group, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Newtron Group, L.L.C.'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 | $131K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | — | $15.2M | 12.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $9.2M | 7.8% | |
| Lord Abbett | Mutual Funds | — | — | $9.2M | 7.8% | |
| Vanguard Group | Mutual Funds | — | — | $8.5M | 7.2% | |
| Vanguard Group | Mutual Funds | — | — | $8.3M | 7.0% | |
| Vanguard Group | Mutual Funds | — | — | $6.3M | 5.3% | |
| Vanguard Group | Mutual Funds | — | — | $6.2M | 5.2% | |
| Vanguard Group | Mutual Funds | — | — | $5.8M | 4.9% | |
| Principal Life Insurance Company | Common Stocks | — | — | $5.3M | 4.5% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $5.3M | 4.5% | |
| Vanguard Group | Mutual Funds | — | — | $4.8M | 4.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $4.5M | 3.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $4.5M | 3.8% | |
| Dodge and Cox Funds | Mutual Funds | — | — | $3.8M | 3.3% | |
| T. Rowe Price Funds | Other securities | — | — | $3.7M | 3.1% | |
| Participant Loans | Participant loans | — | — | $3.5M | 3.0% | |
| Vanguard Group | Mutual Funds | — | — | $3.5M | 3.0% | |
| Vanguard Group | Mutual Funds | — | — | $3.5M | 2.9% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2.8M | 2.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.8M | 2.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.8M | 2.4% | |
| Fidelity Investments | Mutual Funds | — | — | $2.7M | 2.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.7M | 2.3% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $2.3M | 1.9% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.3M | 1.9% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.2M | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.0M | 1.7% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.0M | 1.7% | |
| Vanguard Group | Mutual Funds | — | — | $1.9M | 1.6% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.6M | 1.4% | |
| SEI TRUST COMPANY | Common Stocks | — | — | $1.6M | 1.3% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.5M | 1.3% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $1.5M | 1.2% | |
| Fidelity Investments | Mutual Funds | — | — | $1.2M | 1.0% | |
| Vanguard Group | Mutual Funds | — | — | $1.2M | 1.0% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $1.1M | 1.0% | |
| SEI TRUST COMPANY | Common Stocks | — | — | $808K | 0.7% | |
| Principal Life Insurance Company | Common Stocks | — | — | $494K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $494K | 0.4% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $153K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVI | 26-0516431 | — | INVESTMENT ADVISORY | $33K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANNIS T BOURGEOIS | 72-0636725 | — | ACCOUNTANT | $25K | — |
