Judith Caplan signed Terra Holdings DBA BHS Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Terra Holdings DBA BHS Holdings, LLC's EIN is 13-3809960.
Download the official 2024 Form 5500 (PDF) for Terra Holdings DBA BHS Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Terra Holdings DBA BHS Holdings, 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 | $107K | — |
| 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 26-4310632 | — | INVESTMENT ADVISORY | $38K | — |
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.7M | 15.0% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $9.1M | 14.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $6.4M | 9.9% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $5.8M | 9.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.2M | 8.0% | |
| Pioneer Fundamental Growth Fund | Other securities | — | — | $4.9M | 7.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $3.2M | 4.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3.2M | 4.9% | |
| Principal Life Insurance Company Principal Diversified International Separate Account-Z | Pooled Separate Accounts | — | — | $2.6M | 4.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.6M | 4.0% | |
| Goldman Sachs Goldman Sachs Mid Cap Growth Fund | Other securities | — | — | $2.3M | 3.5% | |
| Principal Life Insurance Company Principal Government & High Quality Bond Separate Acct-Z | Common Stocks | — | — | $2.2M | 3.4% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $2.2M | 3.4% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $2.1M | 3.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 3.0% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.9M | 3.0% | |
| Principal Life Insurance Company Principal LifeTime Strategic Income Separate Account-Z | Pooled Separate Accounts | — | — | $1.0M | 1.6% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $1.0M | 1.6% | |
| Plan Participants Notes receivable from participants (interest rates: 3.25% to 8.50%) $- | Bonds / Notes | — | — | $978K | 1.5% | |
| Principal Life Insurance Company Principal SmallCap Value II Separate Account-Z | Pooled Separate Accounts | — | — | $580K | 0.9% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $580K | 0.9% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $515K | 0.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $359K | 0.6% | |
| Principal Life Insurance Company Principal SmallCap Growth I Separate Account-Z | Pooled Separate Accounts | — | — | $347K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $347K | 0.5% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $342K | 0.5% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $56K | <0.1% | |
| (E) | Other securities | — | — | $56K | <0.1% | |
| Principal Life Insurance Company Principal LifeTime 2070 Separate Account-Z | Pooled Separate Accounts | — | — | $41K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $41K | <0.1% | |
| (E) | Other securities | — | — | $41K | <0.1% |
