Jacob Shafer signed The Partners Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Partners Group, Ltd.'s EIN is 93-1300504.
Download the official 2024 Form 5500 (PDF) for The Partners Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Partners Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER RETIREMENT SERVICES INC | 93-1327877 | — | CONTRACT ADMINISTRATOR | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $6.0M | 16.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.4M | 14.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.2M | 11.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.4M | 9.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.2M | 8.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.9M | 7.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 3.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.3M | 3.6% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $1.1M | 2.9% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $1.0M | 2.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $921K | 2.5% | |
| Schwab Funds Schwab International Index Fund | Common Collective Trusts | — | — | $665K | 1.8% | |
| Vanguard Group Vanguard Emg Mk Stk Idx Adm Fd | Common Collective Trusts | — | — | $480K | 1.3% | |
| Columbia Funds Columbia Strat Income Adv Fund | Other securities | — | — | $457K | 1.2% | |
| JP Morgan Funds JP Morgan Large CAP GR R6 FD | Other securities | — | — | $448K | 1.2% | |
| Participant Loans maturing through December 2029 | Participant loans | — | — | $430K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $296K | 0.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $288K | 0.8% | |
| Schwab Funds Self-Directed Brokerage Acct | Self-Directed Brokerage | — | — | $271K | 0.7% | |
| SEI Trust Company Allspring Core Bond R6 Fd | Common Stocks | — | — | $269K | 0.7% | |
| Vanguard Group Vanguard Windsor II Adm Fund | Mutual Funds | — | — | $241K | 0.7% | |
| Vanguard Group Vanguard Wellington Adm Fund | Mutual Funds | — | — | $232K | 0.6% | |
| Vanguard Group Vanguard RE Index Adm Fund | Mutual Funds | — | — | $226K | 0.6% | |
| Dimensional Fund Advisors DFA Int’l Small Company I Fd | Mutual Funds | — | — | $225K | 0.6% | |
| Hood River Capital Management Hood River SM-CP Growth Ret FD | Other securities | — | — | $114K | 0.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $88K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $39K | 0.1% | |
| Goldman Sachs Goldman Sch Sm Cp Vl Ins R6 Fd | Other securities | — | — | $30K | <0.1% | |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
