LISA Herold signed The Houstonian Campus, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Houstonian Campus, LLC's EIN is 26-0466230.
Download the official 2024 Form 5500 (PDF) for The Houstonian Campus, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Houstonian Campus, 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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES, LLC | 33-0785439 | — | CONSULTANT | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $8.6M | 15.9% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $4.9M | 9.1% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | — | $4.5M | 8.3% | |
| Prin/BR Intl Eq Indx CIT N | Common Collective Trusts | — | — | $4.5M | 8.3% | |
| GALLIARD STABLE RETURN PN15 SEI TRUST COMPANY · EIN 80-6052573 / PN 001 | Common Collective Trust | — | — | $3.9M | 7.2% | |
| NYLI Winslow Lg Cap Gr R1 | Other securities | — | — | $3.7M | 6.8% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | — | $3.6M | 6.7% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | — | $2.4M | 4.4% | |
| Inv Ds Mcp Gth Y Fd | Other securities | — | — | $1.6M | 3.0% | |
| MFS Value A Fund | Mutual Funds | — | — | $1.6M | 3.0% | |
| Metropolitan Wt Tl Rt Bnd M Fd | Other securities | — | — | $1.6M | 2.9% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | — | $1.5M | 2.7% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | — | $1.3M | 2.4% | |
| Prin/BR Bond Index CIT N | Common Collective Trusts | — | — | $1.3M | 2.4% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.3% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | — | $1.1M | 2.0% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | — | $1.1M | 2.0% | |
| T. R Price Mid-Cap Val Adv Fd | Other securities | — | — | $1.0M | 1.9% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | — | $1.0M | 1.9% | |
| Fidelity ADV Hi Inc Advtg Fund | Mutual Funds | — | — | $964K | 1.8% | |
| PRIN/BR BOND INDEX CIT N SEI TRUST COMPANY · EIN 94-3226244 / PN 001 | Common Collective Trust | — | — | $964K | 1.8% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | — | $863K | 1.6% | |
| Am Fds New Persp R4 Fund | Other securities | — | — | $855K | 1.6% | |
| Emerald Growth Inst Fund | Other securities | — | — | $846K | 1.6% | |
| Allspring Spec Sm Cp Value Adm | Other securities | — | — | $762K | 1.4% | |
| Am Funds Am Balanced R4 Fund | Other securities | — | — | $739K | 1.4% | |
| Galliard Stable Return PN15 | Other securities | — | — | $621K | 1.2% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $621K | 1.2% | |
| Am Fds EuroPacific Grth R4 Fd | Other securities | — | — | $525K | 1.0% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | — | $457K | 0.8% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | — | $337K | 0.6% | |
| Participant Loans | Participant loans | — | — | $166K | 0.3% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | — | $70K | 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 |
|---|---|---|---|---|---|
| WEINSTEIN SPIRA & COMPANY, P.C. | 74-2181616 | — | ACCOUNTANT | $18K | — |
