Paula Erickson signed Northwinds Technology Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northwinds Technology Solutions LLC's EIN is 84-1939908.
Download the official 2024 Form 5500 (PDF) for Northwinds Technology Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northwinds Technology Solutions 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 ADMINISTRATOR | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Sm Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $17.3M | 29.9% | |
| Fidelity International Idx Fd Mutual fund | Common Collective Trusts | — | — | $6.4M | 11.0% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $3.8M | 6.6% | |
| PIMCO RealPath Bld 2055 Ins Fd Mutual fund | Mutual Funds | — | — | $3.5M | 6.0% | |
| PIMCO STABLE INCOME FD CL 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $3.5M | 6.0% | |
| LORD ABBETT TL RET TR II BP FD WILMINGTON TRUST CO. · EIN 51-6521510 / PN 324 | Common Collective Trust | — | — | $2.6M | 4.5% | |
| PIMCO RealPath Bld 2040 Ins Fd Mutual fund | Mutual Funds | — | — | $2.5M | 4.3% | |
| PIMCO RealPath Bld 2065 Ins Fd Mutual fund | Mutual Funds | — | — | $2.3M | 4.1% | |
| PIMCO RealPath Bld 2060 Ins Fd Mutual fund | Mutual Funds | — | — | $2.2M | 3.9% | |
| PIMCO RealPath Bld 2045 Ins Fd Mutual fund | Mutual Funds | — | — | $2.2M | 3.8% | |
| Fidelity Mid Cp Index Fund Mutual fund | Common Collective Trusts | — | — | $2.1M | 3.7% | |
| Vanguard Fed Money Mrkt Inv Fd Mutual fund | Mutual Funds | — | — | $1.5M | 2.6% | |
| PIMCO RealPath Bld 2035 Ins Fd Mutual fund | Mutual Funds | — | — | $795K | 1.4% | |
| PIMCO RealPath Bld 2030 Ins Fd Mutual fund | Mutual Funds | — | — | $634K | 1.1% | |
| PIMCO RealPath Bld Inc Inst Fd Mutual fund | Mutual Funds | — | — | $587K | 1.0% | |
| Notes receivable from participants Interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $517K | 0.9% | |
| DFA Emerg Mkt Core Eqty I Fd Mutual fund | Mutual Funds | — | — | $214K | 0.4% | |
| DFA Int'l Small Company I Fd Mutual fund | Mutual Funds | — | — | $181K | 0.3% | |
| PIMCO RealPath Bld 2025 Ins Fd Mutual fund | Mutual Funds | — | — | $52K | <0.1% | |
| PIMCO Intl Bond (USD-Hdg) I Fd Mutual fund | Mutual Funds | — | — | $42K | <0.1% | |
| Principal Diversified Real Asset R6 Mutual fund | Other securities | — | — | $19K | <0.1% | |
| (E) | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
