JOY Lepako signed Everett Cash Mutual Insurance Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everett Cash Mutual Insurance Co.'s EIN is 23-0564640.
Download the official 2024 Form 5500 (PDF) for Everett Cash Mutual Insurance Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everett Cash Mutual Insurance Co.'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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | — | $2.8M | 17.0% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | — | $1.9M | 11.5% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $1.5M | 8.8% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | — | $1.2M | 7.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $875K | 5.3% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | — | $875K | 5.3% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $794K | 4.8% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | — | $794K | 4.8% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | — | $753K | 4.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $653K | 4.0% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $566K | 3.4% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | — | $552K | 3.3% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | — | $459K | 2.8% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | — | $425K | 2.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $425K | 2.6% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $422K | 2.6% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | — | $366K | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $293K | 1.8% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | — | $285K | 1.7% | |
| Invesco Int Sm-Md Comp R6 Fund | Mutual Funds | — | — | $270K | 1.6% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $230K | 1.4% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | — | $228K | 1.4% | |
| Prin SmCap Value II Sep Acct-Z | Pooled Separate Accounts | — | — | $168K | 1.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $168K | 1.0% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | — | $167K | 1.0% | |
| Principal U.S. Property SA-Z | Common Stocks | — | — | $149K | 0.9% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | — | $131K | 0.8% | |
| Inv Gld and Sp Minerals R6 Fnd | Other securities | — | — | $127K | 0.8% | |
| SCHWAB FUND US LRG CMP INDX FD | Mutual Funds | — | — | $117K | 0.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $104K | 0.6% | |
| BNYM Natural Resources I Fund | Other securities | — | — | $70K | 0.4% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | — | $61K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $39K | 0.2% | |
| BLACKROCK ADV INTL K FUND | Other securities | — | — | $39K | 0.2% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | — | $23K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
