Ryan Gray signed GOAL Investment Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GOAL Investment Group, Inc.'s EIN is 85-1815415.
Download the official 2024 Form 5500 (PDF) for GOAL Investment Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GOAL Investment Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $8K | — |
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 LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.8M | 15.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.4M | 12.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.4M | 11.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $972K | 8.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $849K | 7.4% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $757K | 6.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $689K | 6.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $654K | 5.7% | |
| Vanguard Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $534K | 4.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $423K | 3.7% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $356K | 3.1% | |
| Janus Henderson Enterprise Collective Fd Collective Investment Fund | Common Collective Trusts | — | — | $348K | 3.0% | |
| JANUS HEND ENT COLL FD CL U GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $348K | 3.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $261K | 2.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $251K | 2.2% | |
| DFA Large Cap International Fund Mutual Fund | Mutual Funds | — | — | $218K | 1.9% | |
| iShares US Aggregate Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $84K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $70K | 0.6% | |
| (E) | Other securities | — | — | $61K | 0.5% | |
| Participant Loans/Notes receivable * from participants Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $61K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $60K | 0.5% | |
| DFA US Small Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $46K | 0.4% | |
| Principal Guaranteed Option Fund Guaranteed Fund | Other securities | — | — | $40K | 0.4% | |
| American Funds New World Fund Mutual Fund | Mutual Funds | — | — | $32K | 0.3% | |
| American Funds Bond Fund of America Fd Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $24K | 0.2% | |
| Allspring Special Mid Cap Value Fund Collective Investment Fund | Common Collective Trusts | — | — | $23K | 0.2% | |
| ALLSPRING SP MIDCAP VAL U CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $23K | 0.2% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $22K | 0.2% | |
| PIMCO International Bond Fund Mutual Fund | Mutual Funds | — | — | $15K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $12K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $10K | <0.1% | |
| Principal LifeTime Hybrid Income Fund Collective Investment Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $8K | <0.1% | |
| Putnam Large Cap Value Trust Fund Collective Investment Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| PUTNAM LG CP VAL TRST II U GREAT GRAY TRUST COMPANY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $6K | <0.1% | |
| DFA US Targeted Value Fund Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
