Kirsten Calhoon signed Asurion LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Asurion LLC's EIN is 94-3197174.
Download the official 2024 Form 5500 (PDF) for Asurion LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Asurion LLC'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 | $1.1M | — |
| 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.
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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Northern Trust Global Investments Collective S&P 500 Index Fund | Common Collective Trusts | — | — | $95.3M | 13.0% | |
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $95.3M | 13.0% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $81.6M | 11.1% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $80.6M | 11.0% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $71.1M | 9.7% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $65.6M | 9.0% | |
| HARBOR CAPITAL APPREC CIT CL R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $51.0M | 7.0% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $45.8M | 6.2% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $36.1M | 4.9% | |
| Northern Trust Global Investments Collective Extended Equity Market Index | Common Collective Trusts | — | — | $31.7M | 4.3% | |
| NT COL EXTD EQ MKT IDX DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $31.7M | 4.3% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $27.3M | 3.7% | |
| NY LIFE ANCHOR IV STABLE FUND NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $21.8M | 3.0% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $13.7M | 1.9% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $13.4M | 1.8% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $12.9M | 1.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $12.2M | 1.7% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $10.5M | 1.4% | |
| Fidelity Inst Asset Mgmt Trust Co CR PL Comm PL | Mutual Funds | — | — | $10.0M | 1.4% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $10.0M | 1.4% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $8.5M | 1.2% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $7.8M | 1.1% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $7.3M | 1.0% | |
| Northern Trust Global Investments All Country World Index Ex-US Fund | Other securities | — | — | $7.0M | 1.0% | |
| NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $7.0M | 1.0% | |
| Northern Trust Global Investments Collective Aggregate Bond Index | Common Collective Trusts | — | — | $6.1M | 0.8% | |
| NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $6.1M | 0.8% | |
| SEI Trust Co Allspring Special Small Cap Value Fund | Common Stocks | — | — | $5.4M | 0.7% | |
| Principal Global Investors Trust Co LifeTime Hybrid Income | Common Stocks | — | — | $4.2M | 0.6% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4.2M | 0.6% | |
| Principal Life Insurance Company Small Cap Growth I Account | Common Stocks | — | — | $4.0M | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $4.0M | 0.5% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $960K | 0.1% |
