VU TRAN signed Minor Moving LLC DBA Apple Moving's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Minor Moving LLC DBA Apple Moving's EIN is 20-0866572.
Download the official 2024 Form 5500 (PDF) for Minor Moving LLC DBA Apple Moving from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Minor Moving LLC DBA Apple Moving's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $27K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option | Other securities | — | — | $483K | 20.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $213K | 9.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $209K | 8.9% | |
| Western Asset Core Bond Investment Fund | Other securities | — | — | $209K | 8.9% | |
| Principal T. Rowe Price Large Cap Growth Fund | Other securities | — | — | $187K | 8.0% | |
| PRIN LGCP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $187K | 8.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $154K | 6.6% | |
| MFS Research International Fund | Mutual Funds | — | — | $151K | 6.4% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $104K | 4.4% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% 0 | Bonds / Notes | — | — | $100K | 4.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $95K | 4.1% | |
| Cohen & Steers Real Estate Securities Fund ** 306 Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $80K | 3.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $71K | 3.0% | |
| Hartford Core Equity Fund | Other securities | — | — | $63K | 2.7% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $55K | 2.3% | |
| Nuance Mid Cap Value Fund | Other securities | — | — | $51K | 2.2% | |
| Artisan Mid Cap Institutional Fund | Other securities | — | — | $42K | 1.8% | |
| Franklin Small Cap Growth Fund | Mutual Funds | — | — | $42K | 1.8% | |
| PGIM High Yield Fund | Other securities | — | — | $8K | 0.4% | |
| Fidelity Advisor International Growth Fund | Mutual Funds | — | — | $7K | 0.3% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $6K | 0.3% | |
| DFA Inflation Protected Security Fund | Mutual Funds | — | — | $6K | 0.3% | |
| Macquarie Emerging Markets Fund | Other securities | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC. | 93-0987232 | — | OTHER SERVICES | $0 | — |
