Courtney Henson signed Assurance Financial Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Assurance Financial Group LLC's EIN is 72-1505298.
Download the official 2024 Form 5500 (PDF) for Assurance Financial Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Assurance Financial Group LLC'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 | $19K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.2M | 16.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $3.2M | 16.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.7M | 13.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $2.7M | 13.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $2.3M | 11.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.3M | 11.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.8M | 9.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.8M | 9.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.4M | 6.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.4M | 6.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.3M | 6.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.1M | 5.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 5.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $790K | 4.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $790K | 4.0% | |
| Participant Loans | Participant loans | — | $0 | $647K | 3.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $644K | 3.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $644K | 3.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $572K | 2.9% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $572K | 2.9% | |
| Principal Life Insurance Company | Common Stocks | — | — | $460K | 2.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $460K | 2.3% | |
| Principal Life Insurance Company | Common Stocks | — | — | $395K | 2.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $395K | 2.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $380K | 1.9% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $380K | 1.9% | |
| Principal Life Insurance Company | Common Stocks | — | — | $292K | 1.5% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $292K | 1.5% | |
| Principal Life Insurance Company | Common Stocks | — | — | $275K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $275K | 1.4% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $274K | 1.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $274K | 1.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $246K | 1.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $246K | 1.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $240K | 1.2% | |
| Principal Life Insurance Company | Common Stocks | — | — | $240K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $127K | 0.6% | |
| Principal Life Insurance Company | Common Stocks | — | — | $127K | 0.6% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $93K | 0.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $93K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $43K | 0.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $43K | 0.2% | |
| Principal Life Insurance Company | Common Stocks | — | — | $24K | 0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $24K | 0.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $11K | <0.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $11K | <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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $0 | — |
