Shinnita Jaglall signed 1ST LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
1ST LLC's EIN is 93-4623614.
Download the official 2024 Form 5500 (PDF) for 1ST LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)1ST LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $30K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Co. | Common Stocks | — | $0 | $9.4M | 12.2% | |
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $9.4M | 12.2% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $8.1M | 10.6% | |
| PRIN LIFETM 2030 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $8.1M | 10.6% | |
| The American Funds | Mutual Funds | — | $0 | $6.0M | 7.8% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $6.0M | 7.8% | |
| PRIN LIFETM 2020 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $6.0M | 7.8% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $5.5M | 7.1% | |
| PRIN LIFETM 2025 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $5.5M | 7.1% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $5.4M | 7.0% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $4.7M | 6.1% | |
| PRIN LIFETM 2035 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $4.7M | 6.1% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $4.1M | 5.4% | |
| PRIN LIFETM 2040 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $4.1M | 5.4% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $2.7M | 3.6% | |
| PRIN LIFETM 2050 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $2.7M | 3.6% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $2.7M | 3.5% | |
| PRIN MIDCAP S&P 400 IDX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.7M | 3.5% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $2.6M | 3.3% | |
| PRIN LIFETM 2045 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $2.6M | 3.3% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $2.3M | 3.0% | |
| PRIN SMCAP S&P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.3M | 3.0% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $2.3M | 3.0% | |
| PRIN EQUITY INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2.3M | 3.0% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $2.1M | 2.7% | |
| PRIN LIFETM 2015 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $2.1M | 2.7% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $2.1M | 2.7% | |
| PRIN LIFETM STR INC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $2.1M | 2.7% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $1.6M | 2.0% | |
| PRIN DIV INTL SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.6M | 2.0% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $1.5M | 1.9% | |
| PRIN MIDCAP GROWTH III SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $1.5M | 1.9% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $1.4M | 1.8% | |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $1.4M | 1.8% | |
| PRINCIPAL BOND MKT INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| Notes receivable from participant's | Other securities | — | $0 | $1.1M | 1.4% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $1.1M | 1.4% | |
| PRIN CORE PLUS BOND SEP ACT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $742K | 1.0% | |
| PRIN LIFETM 2055 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $742K | 1.0% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $713K | 0.9% | |
| PRIN INTL EQ SEPARATE ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $713K | 0.9% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $685K | 0.9% | |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $685K | 0.9% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $380K | 0.5% | |
| PRIN U.S. PROPERTY SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $380K | 0.5% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $374K | 0.5% | |
| PRIN LIFETM 2060 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $374K | 0.5% | |
| Principal Life Insurance Co. | Common Stocks | — | $0 | $33K | <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 | — |