Suzanne Adams signed Source CODE Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Source CODE Holdings LLC's EIN is 82-4981760.
Download the official 2024 Form 5500 (PDF) for Source CODE Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Source CODE Holdings 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.6M | 16.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.4M | 15.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.6M | 13.2% | |
| Principal Global Investors LargeCap S&P 500 Index R5 Fund | Common Collective Trusts | — | — | $3.4M | 9.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.6M | 7.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.3M | 6.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.4M | 4.1% | |
| Franklin Mutual Advisers, LLC Franklin DynaTech R Fund | Mutual Funds | — | — | $960K | 2.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $843K | 2.4% | |
| Principal Global Investors SmallCap S&P 600 Index R4 Fund | Other securities | — | — | $811K | 2.3% | |
| PRIN LIFETIME HYBRID 2065 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $741K | 2.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $649K | 1.9% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $647K | 1.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $637K | 1.8% | |
| Principal Global Investors Midcap S&P 400 Index R4 Fund | Other securities | — | — | $562K | 1.6% | |
| Participant loans Interest rates ranging from 3.25 % to 8.50% - | Bonds / Notes | — | — | $550K | 1.6% | |
| Columbia Management Advisors Small Cap Growth I A FD | Other securities | — | — | $437K | 1.3% | |
| Capital Research and MGMT Co. AM Funds New Economy R4 Fund | Common Stocks | — | — | $433K | 1.2% | |
| American Beacon Amer Bea LG C VL ADV FD | Other securities | — | — | $428K | 1.2% | |
| Macquarie Small Cap Value A FD | Other securities | — | — | $315K | 0.9% | |
| Capital Research and MGMT Co. American FDs New World R4 Fund | Common Stocks | — | — | $298K | 0.9% | |
| American Beacon AM Funds New Economy R4 Fund | Other securities | — | — | $277K | 0.8% | |
| Principal Global Investors International Equity Index R5 Fund | Common Collective Trusts | — | — | $267K | 0.8% | |
| PIMCO Income R Fund | Mutual Funds | — | — | $266K | 0.8% | |
| Capital Research and MGMT Co. AM FDS EuroPacific GRTH R4 FD | Common Stocks | — | — | $145K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $139K | 0.4% | |
| Macquarie Diversified Income A | Other securities | — | — | $111K | 0.3% | |
| PRIN LIFETIME HYBR 2010 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HB 2070 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY INC CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | 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 |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | 04-2530412 | — | CONTRACT ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | OTHER SERVICES | $0 | — |
