Self Enhancement, Inc.'s EIN is 93-1086629.
Download the official 2024 Form 5500 (PDF) for Self Enhancement, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Self Enhancement, 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 | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS | 95-2755361 | — | INVESTMENT ADVISORY | $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.
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 |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Lifetime Strategic Income Separate Account-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $1.3M | 20.6% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $1.3M | 20.6% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $1.1M | 16.6% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $968K | 15.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $593K | 9.2% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $453K | 7.1% | |
| PRIN LIFETIME 2030 SEP ACCT- PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $407K | 6.3% | |
| American Funds New World R6 Fund Registered Investment Company 363 Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $274K | 4.3% | |
| Principal Lifetime 2040 Separate Account-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $262K | 4.1% | |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $262K | 4.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $231K | 3.6% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $230K | 3.6% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $101K | 1.6% | |
| Principal Stable Value Z Fund Collective investment trust | Stable Value | — | — | $95K | 1.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $33K | 0.5% | |
| Fidelity Total International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $26K | 0.4% | |
| Mfs Value R6 Fund Registered Investment Company | Mutual Funds | — | — | $16K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $16K | 0.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $14K | 0.2% | |
| Principal Smallcap Value Ii Separate Account-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $14K | 0.2% | |
| Pgim Total Return Bond R6 Fund Registered Investment Company | Common Stocks | — | — | $11K | 0.2% | |
| American Funds Europacific Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $11K | 0.2% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $11K | 0.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL LIFE INSURANCE COMPANY · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $10K | 0.2% | |
| Principal Midcap S&P 400 Index Separate Account-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $8K | 0.1% | |
| PRINMIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Fidelity Us Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $7K | 0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Fidelity Inflation-Protection Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $4K | <0.1% | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Registered Investment Company | Common Stocks | — | — | $4K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $885 | <0.1% |
