ANA Medina signed Spring Hills, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spring Hills, LLC.'s EIN is 22-3701677.
Download the official 2024 Form 5500 (PDF) for Spring Hills, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spring Hills, 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 | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS |
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.
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREWELL ADMINISTRATIO | 81-3429076 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES, L | 83-0414789 | — | ACCOUNTANT | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LAW FIRM OF ANTHONY | 46-4015886 | — | LEGAL | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock iShares US Aggregate Bond Index | Other securities | — | — | $785K | 14.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $676K | 12.3% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $625K | 11.3% | |
| TIAA-CREF Equity Index Fund | Common Collective Trusts | — | — | $458K | 8.3% | |
| TIAA-CREF Large-Cap Growth Index Fund | Common Collective Trusts | — | — | $418K | 7.6% | |
| DFA Global Equity Fund | Mutual Funds | — | — | $391K | 7.1% | |
| Fidelity Emerging Market Index Fund | Common Collective Trusts | — | — | $326K | 5.9% | |
| American Funds US Government Securities Fund | Mutual Funds | — | — | $305K | 5.5% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $209K | 3.8% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $199K | 3.6% | |
| Vanguard Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $151K | 2.7% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $149K | 2.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $125K | 2.3% | |
| Fidelity Advisor International Growth Fund | Mutual Funds | — | — | $104K | 1.9% | |
| Lord Abbett Bond Debenture Fund | U.S. Treasuries | — | — | $90K | 1.6% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $83K | 1.5% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $74K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $68K | 1.2% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $64K | 1.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $38K | 0.7% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $30K | 0.5% | |
| Participant loans Interest rates from 6.75% to 10.50% with maturity range through 2028 | Bonds / Notes | — | — | $25K | 0.4% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $24K | 0.4% | |
| BlackRock iShares Russell Mid-Cap Index Fund | Common Collective Trusts | — | — | $13K | 0.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $12K | 0.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $12K | 0.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $10K | 0.2% | |
| Group Annuity Contract * Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $9K | 0.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $9K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $8K | 0.1% | |
| DFA US Small Cap Growth Fund | Mutual Funds | — | — | $6K | 0.1% | |
| Fidelity Advisor Mid Cap II Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Columbia Strategic Income Fund | Other securities | — | — | $3K | <0.1% | |
| Principal LifeTime Hybrid Collective Investment Trust | Common Collective Trusts | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $130 | <0.1% |
