Matt Sidhom signed Integrity Marketing Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integrity Marketing Group's EIN is 81-3098308.
Download the official 2024 Form 5500 (PDF) for Integrity Marketing Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrity Marketing Group'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $413K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC | 43-1270780 | — | INVESTMENT ADVISORY | $100K | — |
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 HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $28.8M | 10.7% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $28.5M | 10.6% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $27.3M | 10.1% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $25.5M | 9.5% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $25.5M | 9.5% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $23.6M | 8.8% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $20.7M | 7.7% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $16.4M | 6.1% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $10.9M | 4.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $8.3M | 3.1% | |
| * Principal Life Insurance Company Fixed Income Guaranteed Option N/R | Guaranteed Income / GIC | — | — | $6.5M | 2.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $5.5M | 2.0% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.9M | 1.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $4.8M | 1.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $4.3M | 1.6% | |
| Dodge & Cox Funds Dodge & Cox Stock Fund N/R | Mutual Funds | — | — | $4.1M | 1.5% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $3.5M | 1.3% | |
| Dimensional Fund Advisors DFA Global Equity Fund N/R | Mutual Funds | — | — | $3.2M | 1.2% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.3M | 0.9% | |
| Fidelity Investments Fidelity Total Int Index Fund N/R | Common Collective Trusts | — | — | $2.2M | 0.8% | |
| Eaton Vance Corporation Eaton Vance Atlanta Capital SMID-Cap N/R | Common Stocks | — | — | $2.2M | 0.8% | |
| Fund PIMCO Income Institutional Fund N/R | Mutual Funds | — | — | $2.1M | 0.8% | |
| American Funds American Funds EuroPacific Growth Fund N/R | Mutual Funds | — | — | $1.9M | 0.7% | |
| Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $1.8M | 0.7% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.4M | 0.5% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| Principal Life Insurance Company Principal Real Estate Separate Account - N/R | Pooled Separate Accounts | — | — | $784K | 0.3% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $784K | 0.3% | |
| Lord, Abbett & Co Lord Abbett Total Return R5 Fund N/R | Mutual Funds | — | — | $472K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $265K | <0.1% | |
| The Vanguard Group Vanguard Federal Money Market Investor N/R | Mutual Funds | — | — | $137K | <0.1% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $0 | <0.1% |
