Janet Grenda signed Statistical Research, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Statistical Research, Inc.'s EIN is 86-0670179.
Download the official 2024 Form 5500 (PDF) for Statistical Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Statistical Research, 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 | $3K | — |
| ASCENSUS | 82-3719843 | — | OTHER SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Large Cap Growth | Common Stocks | — | — | $2.9M | 23.3% | |
| PRIN LARGECAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.9M | 23.3% | |
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.3M | 18.4% | |
| PRIN LIFETIME 2030 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.2M | 18.0% | |
| PRIN LIFETIME 2050 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.0M | 8.2% | |
| PRIN LIFETIME 2040 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $895K | 7.3% | |
| PRINCIPAL BOND MKT INDEX SAR5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $570K | 4.6% | |
| PRIN LIFETIME 2020 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $381K | 3.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $336K | 2.7% | |
| Principal Life Insurance Company Collective Trust | Common Collective Trusts | — | — | $255K | 2.1% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $255K | 2.1% | |
| PRIN LIFETIME 2055 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $188K | 1.5% | |
| PRIN INTL EQUITY INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $147K | 1.2% | |
| Am Fds EuroPacific Grth R3 Fund Mutual Fund | Other securities | — | — | $140K | 1.1% | |
| Voya Intermediate Bond A Fund Mutual Fund | Other securities | — | — | $122K | 1.0% | |
| MFS Value R3 Fund Mutual Fund | Mutual Funds | — | — | $122K | 1.0% | |
| Principal Life Insurance Company Lifetime Strategic Income | Common Stocks | — | — | $111K | 0.9% | |
| PRIN LIFETIME STRAT INC SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $111K | 0.9% | |
| PGIM High Yield R2 Fund Mutual Fund | Other securities | — | — | $104K | 0.8% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index | Common Stocks | — | — | $86K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $86K | 0.7% | |
| PRIN LIFETIME 2035 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $83K | 0.7% | |
| PRIN LIFETIME 2060 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $51K | 0.4% | |
| AB Global Bond A Fund Mutual Fund | Other securities | — | — | $47K | 0.4% | |
| Principal Life Insurance Company LifeTime 2045 | Common Stocks | — | — | $45K | 0.4% | |
| PRINLIFETIME 2045 SEP ACCT R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $45K | 0.4% | |
| Principal Life Insurance Company Small Cap Growth | Common Stocks | — | — | $42K | 0.3% | |
| PRIN SMALLCAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $42K | 0.3% | |
| PRINCIPAL OVERSEAS SEP ACCT R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $36K | 0.3% | |
| PRIN GI REAL ESTATE SEC SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $29K | 0.2% | |
| PRIN LIFETIME 2025 SEP ACCT R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $27K | 0.2% | |
| American Funds New World R3 Fund Mutual Fund | Mutual Funds | — | — | $25K | 0.2% | |
| PRIN LIFETIME 2065 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $7K | <0.1% | |
| PIMCO Real Return A Fund Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Principal Life Insurance Company LifeTime 2015 | Common Stocks | — | — | $3K | <0.1% | |
| PRINLIFETIME 2015 SEP ACCT R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN SMALLCAP VALUE II SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
