Jennifer Lakin signed Aztec Shops, Ltd.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aztec Shops, Ltd.'s EIN is 95-0516240.
Download the official 2023 Form 5500 (PDF) for Aztec Shops, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)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 | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $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 | |||||
|---|---|---|---|---|---|---|
| Investments JPMorgan Core Plus Bond Fund Mutual Fund | Other securities | — | $1.8M | $1.6M | 17.0% | |
| PIMCO Income Institutional Fund Mutual Fund | Mutual Funds | — | $1.4M | $1.3M | 14.3% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | $594K | $1.0M | 10.9% | |
| PRIN LDI SHORT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127 | Pooled Separate Account | — | $863K | $892K | 9.5% | |
| Principal Global Investors LDI Intermediate Duration Separate Account Pooled Separate Account | Pooled Separate Accounts | — | $613K | $613K | 6.5% | |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $613K | 6.5% | |
| Invesco Growth and Income Fund Mutual Fund | Mutual Funds | — | $611K | $570K | 6.1% | |
| T.Rowe Price Overseas Stock I Fund Mutual Fund | Other securities | — | $473K | $558K | 5.9% | |
| DFA International Core Equity Fund Mutual Fund | Mutual Funds | — | $478K | $556K | 5.9% | |
| Goldman Sachs Emerging Markets Equity Insights Fund Mutual Fund | Other securities | — | $533K | $492K | 5.2% | |
| American Century Ultra Fund Mutual Fund | Other securities | — | $290K | $437K | 4.6% | |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $347K | $333K | 3.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | $142K | $188K | 2.0% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | Other securities | — | $172K | $179K | 1.9% | |
| Janus Henderson Triton Fund Mutual Fund | Mutual Funds | — | $107K | $93K | 1.0% | |
| MFS International New Discovery Fund Mutual Fund | Mutual Funds | — | $95K | $90K | 1.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
