Patricia Anderson signed The Recon Group, DBA Gotrg's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Recon Group, DBA Gotrg's EIN is 75-3267400.
Download the official 2023 Form 5500 (PDF) for The Recon Group, DBA Gotrg from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Recon Group, DBA Gotrg'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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $8K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $299K | 15.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $281K | 14.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $267K | 13.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $258K | 13.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $118K | 6.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $112K | 5.7% | |
| 3rinc!pal Global Investors Trust Co, 3rincipal UfeTime Hybrid 2030 PIT | Common Stocks | — | — | $90K | 4.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $90K | 4.6% | |
| (E) | Other securities | — | — | $80K | 4.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $80K | 4.0% | |
| /anguard Group /anauard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $66K | 3.4% | |
| /anguard Group /anauard tntermediate-Term Treasury Index Admiral 10 31ac!<Rock Advisors Shares S&P 500 Index Fund | Common Collective Trusts | — | — | $60K | 3.0% | |
| :idelity investments fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $44K | 2.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $31K | 1.6% | |
| capital Research and Mgmt Co American Funds EuroPaclfic Growth R6 Fund | Mutual Funds | — | — | $18K | 0.9% | |
| /anguard Group /anguard Value index Fund Admiral Shares | Common Collective Trusts | — | — | $15K | 0.8% | |
| capital Research and Mgmt Co American Funds Growth Fund of America R6 | Mutual Funds | — | — | $8K | 0.4% | |
| fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $8K | 0.4% | |
| franklin Templeton Investments Templeton Foreign R6 Fund 261 Vanguard Group Vanguard Emerging Markets Index Admiral Fund 1,56^S VanguardGrpyja. Vanguard tnternational Value Investment Fund | Mutual Funds | — | — | $7K | 0.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $5K | 0.2% | |
| « 3fincipai Life Insurance Company 3rindpal Liquici Assets Separate Account 279 3!ackRock Advisors Shares U,S. Aggregate Bond Index Fund | Pooled Separate Accounts | — | — | $4K | 0.2% | |
| fidelity Investments ;idelity Inflation-Protected Bond index Fund | Common Collective Trusts | — | — | $4K | 0.2% | |
| capital Research and Mgmt Co American Funds NewWorld R6 125 capital Research and Mgmt Co American Funds American High-lncome Trust R6 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $279 | <0.1% | |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
