Scott Pelech signed Jupiter I, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jupiter I, L.L.C.'s EIN is 84-1454189.
Download the official 2024 Form 5500 (PDF) for Jupiter I, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jupiter I, L.L.C.'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 | $111K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | 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 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $4.8M | 13.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.3M | 12.0% | |
| Prin MidCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $4.3M | 12.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.6M | 10.2% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $3.6M | 10.2% | |
| Prin LifeTime Hybr 2025 CIT Z | Common Collective Trusts | — | $0 | $3.5M | 9.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.5M | 9.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.9M | 5.4% | |
| Prin LifeTime Hybr 2020 CIT Z | Common Collective Trusts | — | $0 | $1.9M | 5.4% | |
| Prin SmCap Growth I Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1.7M | 4.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 4.9% | |
| Prin LifeTime Hybr 2015 CIT Z | Common Collective Trusts | — | $0 | $1.7M | 4.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 4.4% | |
| Prin Liquid Assets Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1.6M | 4.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.5M | 4.3% | |
| Principal Div Real Asset SA-Z | Common Stocks | — | $0 | $1.5M | 4.3% | |
| T Rowe Price Mid-Cap Gr Fund | Mutual Funds | — | $0 | $1.4M | 4.1% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $1.2M | 3.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | $0 | $1.1M | 3.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1000K | 2.8% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $1000K | 2.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $698K | 2.0% | |
| Participant Loans | Participant loans | — | $0 | $677K | 1.9% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | $0 | $576K | 1.6% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | $0 | $528K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $519K | 1.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $519K | 1.5% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $519K | 1.5% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $486K | 1.4% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $486K | 1.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $449K | 1.3% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $217K | 0.6% | |
| Prin LifeTime Hybr 2040 CIT Z | Common Collective Trusts | — | $0 | $217K | 0.6% | |
| Vanguard GNMA Admiral Fund | Agency / Mortgage-Backed | — | $0 | $211K | 0.6% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $165K | 0.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $165K | 0.5% | |
| Vanguard L-T Treasury Adm Fd | Mutual Funds | — | $0 | $161K | 0.5% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | $0 | $158K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $158K | 0.4% | |
| Prin Intl Equity Index SA-Z | Common Collective Trusts | — | $0 | $131K | 0.4% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $119K | 0.3% | |
| Prin Intl SmallCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $119K | 0.3% | |
| Prin LifeTime Hybr 2055 CIT Z | Common Collective Trusts | — | $0 | $119K | 0.3% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $119K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $106K | 0.3% | |
| Prin LifeTime Hybr 2065 CIT Z | Common Collective Trusts | — | $0 | $106K | 0.3% | |
| Prin Bond Market Index SA-Z | Common Stocks | — | $0 | $52K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $52K | 0.1% | |
| American Century Ultra I Fd | Other securities | — | $0 | $44K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
