Susan Pandolf signed Sourcehov, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sourcehov, LLC's EIN is 26-2270219.
Download the official 2024 Form 5500 (PDF) for Sourcehov, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sourcehov, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $523K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SFC CERTIFIED PUBLIC | 75-2593210 | — | ACCOUNTANT | $19K | — |
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 HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $51.4M | 15.2% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $41.2M | 12.2% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $38.6M | 11.4% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $31.2M | 9.2% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $28.0M | 8.2% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $22.5M | 6.6% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $18.9M | 5.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $13.8M | 4.1% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $12.7M | 3.7% | |
| MFS Investment Management MFS Growth R6 Fund | Mutual Funds | — | — | $9.1M | 2.7% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $7.7M | 2.3% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $6.4M | 1.9% | |
| Janus International Holdings, LLC Janus Henderson Enterprise N Fund | Mutual Funds | — | — | $6.4M | 1.9% | |
| Columbia Funds Columbia Dividend Income I3 Fund | Other securities | — | — | $5.7M | 1.7% | |
| Fidelity Investments Fidelity Mid Capital Index Fund | Common Collective Trusts | — | — | $5.0M | 1.5% | |
| Schwab Funds Participant Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $4.9M | 1.4% | |
| Invesco Funds Group, Inc. Small Capital Value R6 Fund | Mutual Funds | — | — | $3.9M | 1.2% | |
| Participant Loans Notes receivable from participants with interest rates from 3.25% to 9.50%, generally due through 2038. | Bonds / Notes | — | — | $3.8M | 1.1% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3.5M | 1.0% | |
| PIMCO Funds PIMCO Income Institutional Fund | Mutual Funds | — | — | $3.4M | 1.0% | |
| MFS Investment Management MFS International Diversification R6 Fund | Mutual Funds | — | — | $3.3M | 1.0% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $2.8M | 0.8% | |
| Fidelity Investments Fidelity Small Capital Index Fund | Common Collective Trusts | — | — | $2.8M | 0.8% | |
| Loomis Sayles Loomis Sayles Investment Grade Bond N Fund | Other securities | — | — | $2.7M | 0.8% | |
| John Hancock John Hancock Discount Value MC R6 Fund | Other securities | — | — | $2.5M | 0.7% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.4M | 0.7% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $2.1M | 0.6% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| MFS Investment Management MFS Global Real Estate R6 Fund | Mutual Funds | — | — | $357K | 0.1% | |
| PIMCO Funds PIMCO International Bond (USD-HDG) I Fund | Mutual Funds | — | — | $326K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $323K | <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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICE | 13-2638166 | — | INV ADV, PARTICIPANTS | $84K | — |
