Amber Unser signed TAK Broadband CA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TAK Broadband CA, LLC's EIN is 82-2593213.
Download the official 2024 Form 5500 (PDF) for TAK Broadband CA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TAK Broadband CA, LLC'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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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 LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $967K | 15.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $921K | 14.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $905K | 14.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $680K | 10.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $597K | 9.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $559K | 8.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $429K | 6.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $304K | 4.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $291K | 4.6% | |
| Principal Large Cap S&P 500 Index Institutional Fund Mutual fund | Common Collective Trusts | — | — | $197K | 3.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $64K | 1.0% | |
| MFS Value Fund Mutual fund | Mutual Funds | — | — | $52K | 0.8% | |
| Principal Small Cap S&P 600 Index Fund Mutual fund | Common Collective Trusts | — | — | $49K | 0.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $47K | 0.7% | |
| BlackRock iShares MSCI EAFE International Index I Fund Mutual fund | Other securities | — | — | $35K | 0.6% | |
| American Funds New World Fund Mutual fund | Mutual Funds | — | — | $34K | 0.5% | |
| BNY Mellon Bond Market Index I Fund Mutual fund | Other securities | — | — | $23K | 0.4% | |
| due through January 2028 | Other securities | — | — | $22K | 0.4% | |
| Principal Large Cap Growth I Fund Mutual fund | Other securities | — | — | $21K | 0.3% | |
| PGIM Total Return Bond Fund Mutual fund | Other securities | — | — | $19K | 0.3% | |
| American Funds EuroPacific Growth Fund Mutual fund | Mutual Funds | — | — | $18K | 0.3% | |
| Principal Real Estate Securities Fund Mutual fund | Other securities | — | — | $11K | 0.2% | |
| Principal Small Cap Value II Fund Mutual fund | Other securities | — | — | $10K | 0.2% | |
| PIMCO Real Return Admin Fund Mutual fund | Mutual Funds | — | — | $9K | 0.1% | |
| Principal Guaranteed Option Investment contract | Other securities | — | — | $9K | 0.1% | |
| PGIM Jennison Small Company Fund Mutual fund | Common Stocks | — | — | $8K | 0.1% | |
| PGIM High Yield Fund Mutual fund | Other securities | — | — | $6K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | 26-2091417 | — | CONTRACT ADMINISTRATOR | $8K | — |
