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 | $195K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT | $53K | — |
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 LDI SHORT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127 | Pooled Separate Account | — | — | $19.7M | 93.8% | |
| ANNUITY CONTRACT NUMBER 8-13427 | Other securities | — | $17.0M | $19.7M | 93.8% | |
| Fidelity Investments | Other securities | — | $389K | $426K | 2.0% | |
| Principal Life Insurance Company | Other securities | — | $376K | $360K | 1.7% | |
| Fidelity Investments | Other securities | — | $220K | $232K | 1.1% | |
| Fidelity Investments | Other securities | — | $155K | $151K | 0.7% | |
| Fidelity Investments | Other securities | — | $66K | $71K | 0.3% | |
| Fidelity Investments | Other securities | — | $44K | $48K | 0.2% | |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Fidelity Investments | Other securities | — | $138K | $6K | <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 |
|---|---|---|---|---|---|
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | LEGAL | $23K | — |
