Surepoint Technologies, Inc.'s EIN is 82-5159054.
Download the official 2024 Form 5500 (PDF) for Surepoint Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Surepoint Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $36K | — |
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 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.5M | 20.4% | |
| Fidelity Investments Fidelty 500 Index Fund 0 | Common Collective Trusts | — | — | $2.3M | 13.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 11.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 9.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 7.7% | |
| Principal Life Insurance Compa PRINCIPAL GUARANTEED OPTION 0 | Other securities | — | — | $827K | 4.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $826K | 4.9% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST CO · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $722K | 4.3% | |
| Fidelity Investments Fidelty Midcap Index Fund 0 | Common Collective Trusts | — | — | $710K | 4.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $595K | 3.5% | |
| Fidelity Investments Fidelity US Bond Index Fund 0 | Common Collective Trusts | — | — | $547K | 3.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $530K | 3.1% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $343K | 2.0% | |
| Oppenheimer INV DISCOV R6 Fund 0 | Mutual Funds | — | — | $292K | 1.7% | |
| Fidelity Investments Fidelity Total Int'l Index Fd 0 | Mutual Funds | — | — | $230K | 1.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund 0 | Common Collective Trusts | — | — | $229K | 1.4% | |
| Participant Loans Rates Range From 4.25% to 9.50 0 | Bonds / Notes | — | — | $124K | 0.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $106K | 0.6% | |
| John Hancock JOHN HANCOCK BOND R6 Fund 0 | Other securities | — | — | $83K | 0.5% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST CO. · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $53K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $43K | 0.3% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $26K | 0.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $24K | 0.1% | |
| MFS Investment Management MFS INTL Diversification R6 Fd 0 | Mutual Funds | — | — | $10K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST CO · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $9K | <0.1% | |
| Principal Life Insurance Compa PRIN MIDCAP S&P 400 IDX SA-NE 0 | Common Collective Trusts | — | — | $5K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $5K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $4K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST CO · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $526 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUS 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 |
|---|---|---|---|---|---|
| THE BENEFITS CONSULTING GROUP, INC. | 36-3533281 | — | OTHER SERVICES | $0 | — |
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
