PS Intermediate Holdco II LLC's EIN is 81-2306672.
Download the official 2024 Form 5500 (PDF) for PS Intermediate Holdco II LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PS Intermediate Holdco II LLC'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | — | GLASTONBURY, CT | INVESTMENT ADVISORY | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $4.6M | 15.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $4.3M | 14.6% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $2.6M | 8.8% | |
| Vanguard Large Cap Index Fund | Common Collective Trusts | — | — | $2.6M | 8.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.6M | 8.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.4M | 8.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.0M | 6.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.8M | 6.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.6M | 5.4% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $510K | 1.7% | |
| Vanguard Cash Reserves Federal Money Market Fund | Mutual Funds | — | — | $436K | 1.5% | |
| DFA US Small Cap Growth Fund | Mutual Funds | — | — | $349K | 1.2% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $306K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $294K | 1.0% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $192K | 0.7% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $185K | 0.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $178K | 0.6% | |
| Vanguard Developed Mkts Index Fund | Common Collective Trusts | — | — | $113K | 0.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $111K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $105K | 0.4% | |
| Schwab Fundamental U.S. Large Comp Index Fund | Common Collective Trusts | — | — | $99K | 0.3% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $89K | 0.3% | |
| DFA U.S. Vector Equity Fund | Mutual Funds | — | — | $86K | 0.3% | |
| JPMorgan High Yield Fund | Other securities | — | — | $80K | 0.3% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $71K | 0.2% | |
| Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $55K | 0.2% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $45K | 0.2% | |
| DFA Emerging Markets Core Equity Fund | Mutual Funds | — | — | $44K | 0.2% | |
| Schwab Fundamental Intl Equity Index Fund | Common Collective Trusts | — | — | $39K | 0.1% | |
| Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $31K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $20K | <0.1% | |
| PIMCO Diversified Income Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard LifeStrategy Consv Growth Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | 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.
