Denice MOAN signed Perteet, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perteet, Inc.'s EIN is 91-1505037.
Download the official 2024 Form 5500 (PDF) for Perteet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perteet, Inc.'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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 LIFETIME HYB 2040 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.3M | 11.6% | |
| Principal LargeCap S&P 500 Index Mutual fund | Common Collective Trusts | — | — | $1.7M | 8.9% | |
| PRIN LIFETIME HYB 2045 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 8.2% | |
| PRIN LIFETIME HYB 2030 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.5M | 7.7% | |
| PRIN LIFETIME HYB 2035 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 7.5% | |
| PRIN LIFETIME HYB 2055 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.4M | 7.0% | |
| PRIN LIFETIME HYB 2050 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 6.3% | |
| PRIN LIFETIME HYB 2060 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $988K | 5.1% | |
| PGIM Total Return Bond A Mutual fund | Other securities | — | — | $939K | 4.8% | |
| PRIN LIFETIME HYB 2020 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $889K | 4.6% | |
| Principal Trust Company AB Global Bond A Mutual fund | Common Stocks | — | — | $702K | 3.6% | |
| Principal MidCap Institutional Mutual fund | Other securities | — | — | $656K | 3.4% | |
| T. Rowe Price LargeCap Growth I Institutional Mutual fund | Other securities | — | — | $600K | 3.1% | |
| Principal Capital Appreciation Institutional Mutual fund | Other securities | — | — | $529K | 2.7% | |
| Principal SmallCap S&P 600 Index Institutional Mutual fund | Other securities | — | — | $419K | 2.2% | |
| PRIN LIFETIME HYB 2025 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $413K | 2.1% | |
| Investment contract with * Principal Fixed Income Guaranteed Option insurance company | Common Stocks | — | — | $368K | 1.9% | |
| Lord Abbett Developing Growth A Mutual fund | Mutual Funds | — | — | $316K | 1.6% | |
| Invesco Developing Markets A Mutual fund | Mutual Funds | — | — | $296K | 1.5% | |
| Principal Equity Income Institutional Mutual fund | Other securities | — | — | $256K | 1.3% | |
| American Funds EuroPacific Growth R4 Mutual fund | Mutual Funds | — | — | $218K | 1.1% | |
| PRIN LIFETIME HYB 2065 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $172K | 0.9% | |
| Principal Real Estate Securities Institutional Mutual fund | Other securities | — | — | $139K | 0.7% | |
| Carillon Eagle MidCap Growth A Mutual fund | Other securities | — | — | $98K | 0.5% | |
| participant's vested account balance, maturing at various * Notes receivable from participants dates through 2029. - | Other securities | — | — | $95K | 0.5% | |
| Invesco Oppenheimer International Growth A Mutual fund | Mutual Funds | — | — | $93K | 0.5% | |
| Allspring Special Smal Cap Value Mutual fund | Other securities | — | — | $65K | 0.3% | |
| (E) | Other securities | — | — | $65K | 0.3% | |
| PRIN LIFETIME HYB 2015 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $35K | 0.2% | |
| Virtus Ceredex MidCap Value Equity I Mutual fund | Other securities | — | — | $31K | 0.2% | |
| Principal Trust Company * Principal LifeTime Hybrid Income Collective trust fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
