Spencer Porter signed Sellmark Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sellmark Corporation's EIN is 75-2912874.
Download the official 2024 Form 5500 (PDF) for Sellmark Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sellmark Corporation'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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULZ WEALTH, LTD. | 47-1178525 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCL INDEX 2030 R6 | Mutual Funds | — | — | $529K | 14.6% | |
| Principal Guaranteed Option | Other securities | — | — | $492K | 13.6% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $458K | 12.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $345K | 9.5% | |
| NUVEEN LIFECYCL INDEX 2050 R6 | Mutual Funds | — | — | $274K | 7.6% | |
| NUVEEN LARGE CAP GR INDX R6 | Mutual Funds | — | — | $229K | 6.3% | |
| NUVEEN LIFECYCL INDEX 2040 R6 | Mutual Funds | — | — | $189K | 5.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $174K | 4.8% | |
| NUVEEN LIFECYCL INDEX 2045 R6 | Mutual Funds | — | — | $170K | 4.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $141K | 3.9% | |
| DFA US VECTOR EQ PRTF INST FD | Mutual Funds | — | — | $137K | 3.8% | |
| NUVEEN LIFECYCL INDEX 2025 R6 | Mutual Funds | — | — | $137K | 3.8% | |
| NUVEEN LIFECYCL INDEX 2035 R6 | Mutual Funds | — | — | $132K | 3.6% | |
| DFA EMERG MKT CORE EQTY I FD | Mutual Funds | — | — | $49K | 1.4% | |
| NUVEEN LIFECYCL INDEX 2065 R6 | Mutual Funds | — | — | $46K | 1.3% | |
| NUVEEN LIFECYCL INDEX 2055 R6 | Mutual Funds | — | — | $36K | 1.0% | |
| DFA US LARGE CAP VALUE I FD | Mutual Funds | — | — | $29K | 0.8% | |
| DFA GLOBAL EQUITY I FUND | Mutual Funds | — | — | $19K | 0.5% | |
| DFA US TARGETED VALUE I FUND | Mutual Funds | — | — | $13K | 0.4% | |
| DFA US LARGE COMPANY I FUND | Mutual Funds | — | — | $12K | 0.3% | |
| NUVEEN LIFECYCL INDEX 2060 R6 | Mutual Funds | — | — | $11K | 0.3% | |
| DFA INTL CORE EQUITY I FD | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | 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.
