Lukeman Ogunyinka signed Phipps Houses' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phipps Houses' EIN is 11-1187480.
Download the official 2024 Form 5500 (PDF) for Phipps Houses from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phipps Houses' 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 | $82K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.3M | 12.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.1M | 11.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.5M | 9.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.3M | 8.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.2M | 7.9% | |
| Vanguard Group 500 Index Admiral Fd Mutual Funds | Common Collective Trusts | — | — | $1.9M | 7.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.8M | 6.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.7M | 6.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.7M | 6.2% | |
| JPMorgan Large Cap Growth Fund R6 Mutual Funds | Other securities | — | — | $1.5M | 5.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $916K | 3.4% | |
| Vanguard Group Ext Mk Index Adm Fd Mutual Funds | Mutual Funds | — | — | $828K | 3.1% | |
| with maturity dates through April 2030 | Other securities | — | — | $765K | 2.8% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $503K | 1.9% | |
| MFS Value Fund R6 Mutual Funds | Mutual Funds | — | — | $455K | 1.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $335K | 1.2% | |
| 2024), which is determined annually by Principal | Other securities | — | — | $314K | 1.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $182K | 0.7% | |
| Vanguard Group Ttl Bd Mkt Index Adm Fd Mutual Funds | Mutual Funds | — | — | $155K | 0.6% | |
| Vanguard Group Ttl Intl Stk Idx Adm Fd Mutual Funds | Common Collective Trusts | — | — | $154K | 0.6% | |
| Dodge and Cox Funds Mutual Funds | Mutual Funds | — | — | $141K | 0.5% | |
| American Funds Europacific Growth Fund R6 Mutual Funds | Mutual Funds | — | — | $74K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $32K | 0.1% | |
| (E) | Other securities | — | $74K | $32K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
