This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 93-6274328 / PN 001 | Pooled Separate Account | $0 | — |
| PRINCIPAL STABLE VALUE Z FUND |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERGIN ROBERTS & CO, LLC | 26-4567336 | — | INVESTMENT/FINANCIAL ADVI | $5K | — |
Common Collective Trust |
| $0 |
| — |
| MORLEY STABLE VALUE-25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | — |
