Arasely Valdez signed Movement Mortgage, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Movement Mortgage, LLC's EIN is 26-0595342.
Download the official 2024 Form 5500 (PDF) for Movement Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Movement Mortgage, 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 | $423K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN ANALYTICS, LLC | 47-3768337 | — | CONSULTANT | $28K | — |
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 LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $43.3M | 13.0% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $35.2M | 10.5% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $34.9M | 10.4% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $33.9M | 10.2% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $28.0M | 8.4% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $25.5M | 7.6% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $24.0M | 7.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $22.4M | 6.7% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $14.8M | 4.4% | |
| Participants Participant Loans Rates from 4.75% to 10.50% - | Bonds / Notes | — | — | $9.9M | 3.0% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $7.8M | 2.3% | |
| Capital Research and Mgmt Co American Fds Washington Mutual Investment | Common Stocks | — | — | $7.4M | 2.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $5.0M | 1.5% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $4.8M | 1.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $4.1M | 1.2% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.0M | 1.2% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $3.9M | 1.2% | |
| MFS Investment Mgmt MFS Intl Diversification R6 | Mutual Funds | — | — | $3.1M | 0.9% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $2.9M | 0.9% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $2.8M | 0.8% | |
| Dimensional Fund Advisors DFA US Targeted Value Fund I | Mutual Funds | — | — | $2.3M | 0.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.7M | 0.5% | |
| Dimensional Fund Advisors DFA Global Real Estate Sc I Fund | Mutual Funds | — | — | $1.2M | 0.4% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.0M | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $973K | 0.3% | |
| Principal Trust Company Principal Life Time Hybrid Inc CIT | Common Collective Trusts | — | — | $900K | 0.3% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $900K | 0.3% | |
| Capital Research and Mgmt Co Am Fds of Am R6 | Common Stocks | — | — | $810K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
