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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROEHL-YI INVESTMENT ADVISORS, LLC | 94-1249395 | — | CONSULTING | $19K |
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.
| % of plan | |||
|---|---|---|---|
| PRINCIPAL LIFETIME HYBRID 2035 U PRINCIPAL · EIN 26-6447574 / PN 006 | Common Collective Trust | $11.4M | 15.4% |
| PRINCIPAL LIFETIME HYBRID 2030 U PRINCIPAL · EIN 26-6447574 / PN 005 | Common Collective Trust | $10.7M | 14.5% |
| PRINCIPAL LIFETIME HYBRID 2025 U PRINCIPAL · EIN 26-6447574 / PN 004 | Common Collective Trust | $9.6M | 13.0% |
| PRINCIPAL LIFETIME HYBRID 2040 U PRINCIPAL · EIN 26-6447574 / PN 007 | Common Collective Trust | $8.0M | 10.8% |
| PRINCIPAL LIFETIME HYBRID 2045 U PRINCIPAL · EIN 26-6447574 / PN 008 | Common Collective Trust | $7.5M | 10.1% |
| PRINCIPAL LIFETIME HYBRID 2050 U PRINCIPAL · EIN 26-6447574 / PN 009 | Common Collective Trust | $5.6M | 7.6% |
| PRINCIPAL LIFETIME HYBRID 2020 U PRINCIPAL · EIN 26-6447574 / PN 003 | Common Collective Trust | $3.6M | 4.8% |
| PRINCIPAL LIFETIME HYBRID 2055 U PRINCIPAL · EIN 26-6447574 / PN 010 | Common Collective Trust | $2.8M | 3.8% |
| PRINCIPAL LIFETIME HYBRID 2015 U PRINCIPAL · EIN 26-6447574 / PN 002 | Common Collective Trust | $2.7M | 3.6% |
| PRINCIPAL LIFETIME HYBRID INCOME U PRINCIPAL · EIN 26-6447574 / PN 011 | Common Collective Trust | $1.6M | 2.1% |
| PRINCIPAL LIFETIME HYBRID 2060 U PRINCIPAL · EIN 26-6447574 / PN 012 | Common Collective Trust | $1.6M | 2.1% |
| PRINCIPAL LIFETIME HYBRID 2065 U PRINCIPAL · EIN 26-6447574 / PN 003 | Common Collective Trust | $498K | 0.7% |
| PRINCIPAL LIFETIME HYBRID 2070 U PRINCIPAL · EIN 26-6447574 / PN 003 | Common Collective Trust | $57K | <0.1% |
| COHEN & STEERS U.S. REALTY CLASS A COHEN · EIN 47-1211722 / PN 003 | Common Collective Trust | $16K | <0.1% |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | AUDITOR | $84K | — |
| PRIME PENSIONS NORTHWEST LLC | 87-3599091 | — | ACCOUNTING | $25K | — |
| KERNUTT STOKES (LLC) | 93-0396435 | — | AUDITOR | $12K | — |