Karla Konecne signed Trustees for the George W Clayton Trust AKA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees for the George W Clayton Trust AKA's EIN is 84-0432238.
Download the official 2024 Form 5500 (PDF) for Trustees for the George W Clayton Trust AKA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees for the George W Clayton Trust AKA'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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | 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 | |||||
|---|---|---|---|---|---|---|
| Principal Global Investors Trust Co | Common Stocks | — | — | $991K | 14.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $991K | 14.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $834K | 12.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $834K | 12.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $645K | 9.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $645K | 9.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $557K | 8.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $557K | 8.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $545K | 7.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $545K | 7.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $452K | 6.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $452K | 6.5% | |
| Fidelity investments | Mutual Funds | — | — | $387K | 5.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $349K | 5.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $349K | 5.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $327K | 4.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $327K | 4.7% | |
| PGIM investments LLC | Other securities | — | — | $232K | 3.4% | |
| AllianceBernstein | Other securities | — | — | $231K | 3.3% | |
| Janus Henderson Investors US, LLC | Mutual Funds | — | — | $168K | 2.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $154K | 2.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $154K | 2.2% | |
| Fidelity investments | Mutual Funds | — | — | $131K | 1.9% | |
| Franklin Templeton Investements | Mutual Funds | — | — | $119K | 1.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $112K | 1.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $112K | 1.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $100K | 1.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $100K | 1.4% | |
| MFS | Mutual Funds | — | — | $98K | 1.4% | |
| American Century Investments | Other securities | — | — | $81K | 1.2% | |
| Participant Loans | Participant loans | — | — | $71K | 1.0% | |
| Victory Capital Management Inc. | Common Stocks | — | — | $63K | 0.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $56K | 0.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $56K | 0.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $50K | 0.7% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $50K | 0.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $46K | 0.7% | |
| Fidelity investments | Mutual Funds | — | — | $41K | 0.6% | |
| Fidelity investments | Mutual Funds | — | — | $37K | 0.5% | |
| Fidelity investments | Mutual Funds | — | — | $27K | 0.4% | |
| Fidelity investments | Mutual Funds | — | — | $8K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $4K | <0.1% | |
| JP Morgan | Other securities | — | — | $250 | <0.1% | |
| Cohen & Steers | Other securities | — | — | $93 | <0.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
