Sharon Burdett signed Contexture LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Contexture LLC's EIN is 87-2742463.
Download the official 2024 Form 5500 (PDF) for Contexture LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Contexture 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 | $32K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.1M | 18.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.1M | 12.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.9M | 11.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 10.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.7M | 10.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.0M | 6.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $961K | 5.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $670K | 4.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $502K | 3.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $369K | 2.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $309K | 1.8% | |
| Participant Loans Rates Ranging from 4.25% - 10.50% | Bonds / Notes | — | — | $283K | 1.7% | |
| JPMorgen Equity Income Fund | Other securities | — | — | $215K | 1.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $194K | 1.2% | |
| AB Large Cap Growth Fund Inc | Common Stocks | — | — | $190K | 1.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $178K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $138K | 0.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $124K | 0.7% | |
| PIMCO Income Fund | Mutual Funds | — | — | $117K | 0.7% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $102K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $94K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $82K | 0.5% | |
| New World New World Fund Inc | Common Stocks | — | — | $77K | 0.5% | |
| Calvert US Large Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $75K | 0.4% | |
| Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $66K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $61K | 0.4% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $57K | 0.3% | |
| Calvert Bond Fund 833 Carillon Eagle Mid Cap Growth Fund | U.S. Treasuries | — | — | $54K | 0.3% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $52K | 0.3% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $30K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $28K | 0.2% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $25K | 0.1% | |
| PGIM Global Total Return Fund | Other securities | — | — | $18K | 0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4K | <0.1% | |
| (E) | Other securities | — | — | $4K | <0.1% |
