Kristen Nolan signed Teamworks Innovations, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Teamworks Innovations, Inc.'s EIN is 81-2787532.
Download the official 2024 Form 5500 (PDF) for Teamworks Innovations, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Teamworks Innovations, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 81-3433658 | — | INVESTMENT ADVISORY | $58K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | 11-3271022 | — | CONTACT ADMINISTRATOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.1M | 26.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.1M | 19.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.1M | 13.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.0M | 12.6% | |
| PRIN LCCP S & P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $774K | 4.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $715K | 4.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $442K | 2.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $359K | 2.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $235K | 1.5% | |
| Principal Financial Group Principal LifeTime Hybrid 2030 Z | Common Stocks | — | — | $230K | 1.5% | |
| PRINLIFETIME HYBR 2030CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $230K | 1.5% | |
| JPMorgan US Equity Fund | Other securities | — | — | $220K | 1.4% | |
| PRIN SMCAP S & P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $140K | 0.9% | |
| PRIN MIDCAP S & P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $139K | 0.9% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $127K | 0.8% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $125K | 0.8% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $125K | 0.8% | |
| American Funds New World Fund Inc | Mutual Funds | — | — | $118K | 0.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $101K | 0.6% | |
| T Rowe Price T Rowe Price Growth Stock Fund Inc | Mutual Funds | — | — | $97K | 0.6% | |
| Invesco Diversified Dividend Fund | Mutual Funds | — | — | $91K | 0.6% | |
| PGIM Investments PGIM Jennison Growth Fund | Other securities | — | — | $84K | 0.5% | |
| Participants 5.25% – 10.50%; maturing through 2054 | Bonds / Notes | — | — | $78K | 0.5% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $68K | 0.4% | |
| Fidelity Advisor Strategic Income Fund | Mutual Funds | — | — | $65K | 0.4% | |
| MFS Value Fund | Mutual Funds | — | — | $62K | 0.4% | |
| Templeton Global Bond Fund/United States 495 Goldman Sachs Goldman Sachs Mid Cap Growth Fund | Mutual Funds | — | — | $54K | 0.3% | |
| Janus Henderson Venture Fund | Mutual Funds | — | — | $40K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $20K | 0.1% | |
| Invesco Oppenheimer International Growth Fund | Mutual Funds | — | — | $15K | <0.1% | |
| PGIM Investments PGIM Total Return Bond Fund | Other securities | — | — | $9K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Principal Global Investors Principal Diversified International Z | Other securities | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $51 | <0.1% |
