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 | — | RECORDKEEPER | $72K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT ADVISORY | $60K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM LARGE CAP VALUE TRUST II CLA PUTNAM · EIN 86-1899009 / PN 676 | Common Collective Trust | $6.9M | 8.5% |
| PGIM TOTAL RETURN BOND CLASS U PGIM · EIN 38-4097323 / PN 471 | Common Collective Trust | $6.0M | 7.4% |
| PRINCIPAL LIFETIME HYBRID CIT 2050 |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891517 | — | AUDIT | $63K | — |
Common Collective Trust |
| $990K |
| 1.2% |
| PRINCIPAL LIFETIME HYBRID CIT 2035 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | $968K | 1.2% |
| PRINCIPAL LIFETIME HYBRID CIT 2045 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | $867K | 1.1% |
| PRINCIPAL LIFETIME HYBRID CIT 2060 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | $711K | 0.9% |
| PRINCIPAL LIFETIME HYBRID CIT 2040 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | $594K | 0.7% |
| PRINCIPAL LIFETIME HYBRID CIT 2030 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | $590K | 0.7% |
| PRINCIPAL LIFETIME HYBRID CIT 2055 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | $545K | 0.7% |
| PRINCIPAL LIFETIME HYBRID CIT 2025 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | $313K | 0.4% |
| PRINCIPAL LIFETIME HYBRID CIT 2020 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | $297K | 0.4% |
| PRINCIPAL LIFETIME HYBRID CIT 2015 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | $47K | <0.1% |
| PRINCIPAL LIFETIME HYBRID CIT 2065 PRINCIPAL · EIN 26-6447574 / PN 013 | Common Collective Trust | $22K | <0.1% |
| PRINCIPAL LIFETIME HYBRID CIT INCOM PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | $7K | <0.1% |
