James Randle signed Florence Immigrant and Refugee Rights Project's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Florence Immigrant and Refugee Rights Project's EIN is 86-0658103.
Download the official 2024 Form 5500 (PDF) for Florence Immigrant and Refugee Rights Project from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Florence Immigrant and Refugee Rights Project's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 51-0120742 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 18 Principal Trust Company Fidelity Advisor Balanced | Mutual Funds | — | — | $2.8M | 61.9% | |
| 10 Principal Trust Company Calvert Growth Allocation | Common Stocks | — | — | $514K | 11.3% | |
| 14 Principal Trust Company Calvert Moderate Allocation | Common Stocks | — | — | $405K | 8.9% | |
| 15 Principal Trust Company Calvert U.S. LargeCap Responsible Index | Common Stocks | — | — | $190K | 4.2% | |
| 6 Principal Trust Company Calvert Conservative Allocation | Common Stocks | — | — | $128K | 2.8% | |
| 7 Principal Trust Company Calvert Equity | Common Stocks | — | — | $123K | 2.7% | |
| 19 Principal Trust Company Fidelity Advisor Equity Growth | Mutual Funds | — | — | $60K | 1.3% | |
| Notes receivable from participants Maturing at various times through 2028 -0- | Other securities | — | — | $37K | 0.8% | |
| 4 Principal Trust Company Calvert Balanced | Common Stocks | — | — | $37K | 0.8% | |
| 25 Principal Trust Company Fidelity Advisor Mortgage Securities ** 100 26 Principal Trust Company JPMorgan Government Bond | U.S. Treasuries | — | — | $36K | 0.8% | |
| 12 Principal Trust Company Calvert International Equity | Common Stocks | — | — | $33K | 0.7% | |
| 13 Principal Trust Company Calvert Mid Cap | Common Stocks | — | — | $31K | 0.7% | |
| 22 Principal Trust Company Fidelity Advisor Strategic Dividend & Income | Mutual Funds | — | — | $30K | 0.7% | |
| 5 Principal Trust Company Calvert Bond | U.S. Treasuries | — | — | $23K | 0.5% | |
| 1 Principal Trust Company AB Sustainable Global Thematic | Common Stocks | — | — | $19K | 0.4% | |
| 21 Principal Trust Company Fidelity Advisor Stock Selector MidCap | Mutual Funds | — | — | $12K | 0.3% | |
| 9 Principal Trust Company Calvert Global Water | Common Stocks | — | — | $10K | 0.2% | |
| 11 Principal Trust Company Calvert Income | Common Stocks | — | — | $9K | 0.2% | |
| 23 Principal Trust Company Fidelity Advisor Strategic Income ** 1 24 Principal Trust Company Fidelity Advisor Worldwide | Mutual Funds | — | — | $8K | 0.2% | |
| 8 Principal Trust Company Calvert Global Energy Solutions | Common Stocks | — | — | $6K | 0.1% | |
| 3 Principal Trust Company American Funds Washington Mutual Investors | Mutual Funds | — | — | $5K | 0.1% | |
| 16 Principal Trust Company Fidelity Advisor Diversified Growth | Mutual Funds | — | — | $4K | <0.1% | |
| 17 Principal Trust Company Fidelity Advisor High Income Advantage | Mutual Funds | — | — | $4K | <0.1% | |
| 20 Principal Trust Company Fidelity Advisor MidCap Value | Mutual Funds | — | — | $4K | <0.1% | |
| 2 Principal Trust Company AllSpring Emerging Markets Equity Income | Common Stocks | — | — | $3K | <0.1% | |
| 27 Principal Trust Company UBS International Sustainable Equity | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
