Heather Euser signed Avanti Residential, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avanti Residential, LLC's EIN is 27-1922831.
Download the official 2025 Form 5500 (PDF) for Avanti Residential, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Avanti Residential, 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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 24.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $753K | 10.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $727K | 10.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $665K | 9.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $576K | 7.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $559K | 7.7% | |
| Principal Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $499K | 6.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $380K | 5.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $196K | 2.7% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $169K | 2.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $157K | 2.2% | |
| Principal Trust Company Putnam Large Cap Value Fund | Mutual Funds | — | — | $157K | 2.2% | |
| Principal Trust Company Fidelity Advisor Diversified Fund | Mutual Funds | — | — | $121K | 1.7% | |
| Notes receivable from participants Maturing at various times through 2031 -0- | Other securities | — | — | $100K | 1.4% | |
| Principal Trust Company American Century Ultra Fund | Common Stocks | — | — | $83K | 1.1% | |
| Principal Trust Company Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $75K | 1.0% | |
| Principal Trust Company Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $71K | 1.0% | |
| Principal Trust Company PIMCO Income Institutional Fund | Mutual Funds | — | — | $54K | 0.7% | |
| Principal Trust Company Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $42K | 0.6% | |
| Principal Trust Company T. Rowe Price Mid-Cap Growth Fund | Common Stocks | — | — | $34K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $29K | 0.4% | |
| Principal Trust Company Goldman Sachs Small-Cap Value Fund | Common Stocks | — | — | $7K | <0.1% | |
| Principal Trust Company Cohen & Steers Real Estate Sec Fund | Common Stocks | — | — | $6K | <0.1% | |
| Principal Trust Company Invesco Discovery Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Principal Trust Company American Century Mid-Cap Value Fund | Common Stocks | — | — | $4K | <0.1% | |
| Principal Trust Company Pioneer Bond K Fund | Common Stocks | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $886 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $12 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $12 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
