Christina Reyes signed Panorama Mortgage Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Panorama Mortgage Group, LLC's EIN is 20-8083209.
Download the official 2024 Form 5500 (PDF) for Panorama Mortgage Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Panorama Mortgage Group, 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 | $38K | — |
| 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 Real Estate Investors - Real Estate securities ** 136 Guaranteed Investment Contract * Guaranteed Investment Contract Fixed Income Guaranteed Option | Pooled Separate Accounts | — | — | $1.8M | 20.5% | |
| TIAA-CREF Large-Cap Growth Index Fund | Registered Investment Companies | — | — | $826K | 9.5% | |
| Fidelity 500 Index Fund | Registered Investment Companies | — | — | $817K | 9.4% | |
| TIAA-CREF Large-Cap Value Index Fund | Registered Investment Companies | — | — | $809K | 9.3% | |
| Brandywine GLOBAL High Yield Fund | Registered Investment Companies | — | — | $800K | 9.2% | |
| iShares US Aggregate Bond Index Fund | Registered Investment Companies | — | — | $793K | 9.1% | |
| PIMCO StocksPLUS International Fund U.S. Dollar Hedged | Registered Investment Companies | — | — | $413K | 4.8% | |
| Fidelity Advisor International Capital Appreciation Fund | Registered Investment Companies | — | — | $391K | 4.5% | |
| DFA Emerging Markets Small Cap Portfolio ** 336 Registered Investment Company DFA International Value Portfolio | Registered Investment Companies | — | — | $388K | 4.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $263K | 3.0% | |
| Schwab Fundamental US Small Company Index Fund | Registered Investment Companies | — | — | $232K | 2.7% | |
| Invesco Small Cap Value Fund | Registered Investment Companies | — | — | $191K | 2.2% | |
| JPMorgan Mortgage-Backed Securities Fund ** 636 Registered Investment Company Victory Core Plus Intermediate Bond Fund ** 950 Registered Investment Company Allspring Special Mid Cap Value Fund | Registered Investment Companies | — | — | $189K | 2.2% | |
| American Century Short Duration Inflation ** 137 Registered Investment Company ClearBridge Select Fund | Registered Investment Companies | — | — | $136K | 1.6% | |
| DFA US Small Cap Growth Portfolio | Registered Investment Companies | — | — | $134K | 1.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $101K | 1.2% | |
| PIMCO StocksPLUS Long Duration Fund | Registered Investment Companies | — | — | $25K | 0.3% | |
| (E) | Other securities | — | — | $5K | <0.1% | |
| Common / Collective Trust Principal LifeTime Hybrid Income | Common Collective Trusts | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5K | <0.1% | |
| Repayments are Included Transaction Exemption 2002-51 Contributions Not Corrected Outside Contributions Pending Corrected VFCP Correction in VFCP $ 2,169 68 $ | Other securities | — | — | $2K | <0.1% | |
| * Pooled Separate Account Principal Diversified income ** 275 * Pooled Separate Account Principal Global Investors - Diversified international | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $447 | <0.1% | |
| PRIN DIV INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 134 | Pooled Separate Account | — | — | $275 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $136 | <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 |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
