Katrina Mollenkopf signed Capsa Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capsa Solutions, LLC's EIN is 94-3381518.
Download the official 2024 Form 5500 (PDF) for Capsa Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capsa Solutions, 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 | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | INVESTMENT ADVISORY | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $4.0M | 11.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $4.0M | 11.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.9M | 11.5% | |
| Prin LifeTime Hybr 2020 CIT Z | Common Collective Trusts | — | $0 | $3.9M | 11.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $3.4M | 10.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $2.5M | 7.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $2.0M | 6.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $1.8M | 5.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.3M | 3.8% | |
| Prin LifeTime Hybr 2015 CIT Z | Common Collective Trusts | — | $0 | $1.3M | 3.8% | |
| Prin LifeTime Hybr 2025 CIT Z | Common Collective Trusts | — | $0 | $1.1M | 3.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.1M | 3.2% | |
| Prin LifeTime Hybr 2030 CIT Z | Common Collective Trusts | — | $0 | $1.0M | 3.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $982K | 2.9% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $982K | 2.9% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $912K | 2.7% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $912K | 2.7% | |
| FOCUS INTL FOUNDERS CLASS ALTA TRUST COMPANY · EIN 92-2109785 / PN 001 | Common Collective Trust | — | $0 | $823K | 2.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $0 | $771K | 2.3% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $752K | 2.2% | |
| BRANDYWINE EXT MKT FOUNDERS CL ALTA TRUST COMPANY · EIN 92-2109325 / PN 001 | Common Collective Trust | — | $0 | $656K | 1.9% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $488K | 1.4% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | $0 | $481K | 1.4% | |
| PRIN LIFETIME HYB 2070 CIT Z | Common Collective Trusts | — | $0 | $440K | 1.3% | |
| Columbia Small Cap Growth I3 | Other securities | — | $0 | $416K | 1.2% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $389K | 1.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $389K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $345K | 1.0% | |
| Principal Bond Mkt Ind Inst Fd | Other securities | — | $0 | $345K | 1.0% | |
| Participant Loans | Participant loans | — | $0 | $311K | 0.9% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $217K | 0.6% | |
| MFS Int'l New Discovery R6 Fd | Mutual Funds | — | $0 | $176K | 0.5% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | $0 | $158K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $143K | 0.4% | |
| Virtus Cer MC Val Eq R6 Fd | Other securities | — | $0 | $132K | 0.4% | |
| Principal Int'l Eq Ind R6 Fd | Other securities | — | $0 | $115K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $115K | 0.3% | |
| Neub Berman Real Estate R6 Fd | Other securities | — | $0 | $107K | 0.3% | |
| Allspring SMID Cp Gr R6 | Other securities | — | $0 | $24K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $7K | <0.1% |
