This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME 2055 SET ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | $1.3M | 34.6% |
| PRIN LIFETIME 2045 SET ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | $749K | 19.2% |
| PRIN LIFETIME 2060 SET ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 |
Pooled Separate Account |
| $369K |
| 9.4% |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $345K | 8.8% |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $327K | 8.4% |
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $151K | 3.9% |
| PRIN LIFETIME 2035 SET ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | $73K | 1.9% |
| PRIN LIFETIME 2065 SET ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | $62K | 1.6% |
| PRIN LIFETIME 2010 SEP ACCT Z PRINCIPAL LIFE INSURANC COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | $36K | 0.9% |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | $31K | 0.8% |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $9K | 0.2% |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | $1K | <0.1% |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $262 | <0.1% |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | $261 | <0.1% |
