NEAR North Title Group, LLC's EIN is 83-3626480.
Download the official 2023 Form 5500 (PDF) for NEAR North Title Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)NEAR North Title Group, 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 ADMINISTRAT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | 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 HY 2030 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 24.8% | |
| PRIN LIFETIME HY 2035 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $632K | 13.8% | |
| PRIN LIFETIME HY 2045 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $563K | 12.3% | |
| PRIN LIFETIME HY 2025 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $424K | 9.2% | |
| PRIN LIFETIME HY 2050 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $357K | 7.8% | |
| PRIN LIFETIME HY 2040 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $315K | 6.9% | |
| PRIN LARGECAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $174K | 3.8% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $138K | 3.0% | |
| PRIN LGCAP S&P 500 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $106K | 2.3% | |
| Maturing through May 2026 — | Other securities | — | — | $97K | 2.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $83K | 1.8% | |
| PRIN LIFETIME HY 2055 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $82K | 1.8% | |
| PRIN SMALLCAP VALUE II SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $74K | 1.6% | |
| PRIN SMALLCAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $45K | 1.0% | |
| PRIN CAPITAL APPR SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $39K | 0.9% | |
| PRIN REAL ESTATE SECS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $36K | 0.8% | |
| PRIN LIFETIME HY 2060 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $36K | 0.8% | |
| PRIN EQUITY INCOME SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $33K | 0.7% | |
| PRIN LIFETIME HY 2020 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $30K | 0.6% | |
| PRIN MIDCAP SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $29K | 0.6% | |
| PRIN CORE FIX INC SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $26K | 0.6% | |
| PRIN DIVERSIFIED INTL SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $25K | 0.5% | |
| PRIN MIDCAP GROWTH III SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $24K | 0.5% | |
| PRIN LIFETIME HY INC CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $14K | 0.3% | |
| PRIN MIDCAP VALUE I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $12K | 0.3% | |
| PRIN GLBL EMERG MARKETS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $10K | 0.2% | |
| PRIN INFLATION PROTECT SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $10K | 0.2% | |
| PRIN CORE PLUS BOND SEP ACT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $8K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $8K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $8K | 0.2% | |
| PRIN HIGH INCOME SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $6K | 0.1% | |
| PRINCIPAL BOND MKT INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN LIFETIME HY 2015 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETIME HY 2010 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | 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 |
|---|---|---|---|---|---|
| NEAR NORTH | 83-3626480 | — | ACCOUNTANT | $26K | — |
