This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER RETIREMENT ADVISORS LLC | 61-1740806 | — | ADVISOR | $62K | — |
| Name | EIN | Location | Relation |
|---|
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PLT HYBRID 2050 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | $22.4M | 12.0% |
| PLT HYBRID 2045 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | $17.7M | 9.5% |
| Direct comp |
|---|
| Indirect comp |
|---|
| NOVAK BIRKS P.C | 43-1122456 | — | ACCOUNTANT/AUDITOR | $15K | — |
Common Collective Trust |
| $17.7M |
| 9.5% |
| PLT HYBRID 2055 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | $14.9M | 8.0% |
| PLT HYBRID 2035 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | $14.2M | 7.6% |
| PLT HYBRID 2030 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | $13.7M | 7.3% |
| PLT HYBRID 2025 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | $11.2M | 6.0% |
| PLT HYBRID 2060 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | $4.2M | 2.3% |
| PLT HYBRID 2065 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | $1.9M | 1.0% |
| PLT HYBRID 2020 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | $1.6M | 0.9% |
| PLT HYBRID 2015 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | $1.4M | 0.8% |
| PLT HYBRID INC X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | $180K | <0.1% |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | <0.1% |
