Natalie LARA signed VIRA Insight, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VIRA Insight, LLC's EIN is 95-4564717.
Download the official 2024 Form 5500 (PDF) for VIRA Insight, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VIRA Insight, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC. | 27-0636826 | — | INVESTMENT ADVISORY | $29K | — |
| WILSHIRE ADVISORS LLC |
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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.2M | 17.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.6M | 13.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 9.2% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.1M | 9.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $962K | 7.9% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $893K | 7.3% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $741K | 6.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $671K | 5.5% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $571K | 4.7% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $476K | 3.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $365K | 3.0% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $330K | 2.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $213K | 1.7% | |
| T Rowe Price QM U.S. Small-Cap Growth Equity Fund | Mutual Funds | — | — | $204K | 1.7% | |
| Massachusetts Financial Svc Co MFS Value R6 Fund | Mutual Funds | — | — | $171K | 1.4% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $128K | 1.0% | |
| Fidelity Total Int Idx Fund | Common Collective Trusts | — | — | $106K | 0.9% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $102K | 0.8% | |
| participant account balances -0- | Other securities | — | — | $94K | 0.8% | |
| (E) | Other securities | — | — | $94K | 0.8% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $83K | 0.7% | |
| (E) | Other securities | — | $19K | $83K | 0.7% | |
| Capital Group EuroPacific Growth Fund | Common Stocks | — | — | $27K | 0.2% | |
| Principal Real Estate Inv Real Estate Secs Sep Acct+ | Pooled Separate Accounts | — | — | $19K | 0.2% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $19K | 0.2% | |
| Capital Group New World Fund Inc | Common Stocks | — | — | $19K | 0.2% | |
| AB LP AB Global Bond Z Fund | Other securities | — | — | $11K | <0.1% | |
| (E) | Other securities | — | $7K | $9K | <0.1% | |
| PGIM Investments, LLC PGIM High Yield R6 Fund | Other securities | — | — | $9K | <0.1% | |
| Principal Global Investors SP 400 Index Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $7K | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $606 | <0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $480 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $230 | <0.1% |
