VU TRAN signed Familia Development, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Familia Development, LLC's EIN is 27-2128286.
Download the official 2024 Form 5500 (PDF) for Familia Development, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Familia Development, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | — | INVESTMENT ADVISORY | $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 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 20.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 18.3% | |
| BlackRock Registered Investment Company iShares S&P 500 Index K Fd | Common Collective Trusts | — | — | $943K | 15.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $718K | 11.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $453K | 7.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $418K | 6.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $256K | 4.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $228K | 3.8% | |
| JP Morgan Funds Registered Investment Company JP Morgan US Equity R6 Fund | Common Stocks | — | — | $160K | 2.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $99K | 1.6% | |
| Hartford Mutual Funds Registered Investment Company Hartford Dvdnd and Grwth R6 Fd | Common Stocks | — | — | $82K | 1.3% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $47K | 0.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $45K | 0.8% | |
| The American Funds Registered Investment Company American Fund NewWorld R6 RF | Mutual Funds | — | — | $42K | 0.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $34K | 0.6% | |
| BlackRock Registered Investment Company iShs Russ Md-Cp Index K Fd | Common Stocks | — | — | $28K | 0.5% | |
| Schwab Funds Registered Investment Company Schwab Fdm Intl Lg Co Idx Fd | Common Collective Trusts | — | — | $28K | 0.5% | |
| (E) | Other securities | — | — | $28K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $23K | 0.4% | |
| Principal Life Insurance Company General Prin Fixed Inc Guar Option | Common Stocks | — | — | $23K | 0.4% | |
| Hartford Mutual Funds Registered Investment Company Hartford Schroder Intl Stk SDR | Common Stocks | — | — | $18K | 0.3% | |
| American Century Registered Investment Company Amer Century Sml Cap Val R6 Fd | Common Stocks | — | — | $16K | 0.3% | |
| BlackRock Registered Investment Company iShares Russ Sm/Md-Cp Idx K Fd | Common Collective Trusts | — | — | $13K | 0.2% | |
| PGIM Investments Registered Investment Company PGIM High Yield R6 Fund | Common Stocks | — | — | $9K | 0.1% | |
| Franklin Templeton Registered Investment Company Franklin Intl Growth R6 Fd | Mutual Funds | — | — | $8K | 0.1% | |
| Allianz Registered Investment Company Virtus NFJ MidCap Val R6 Fd - | Common Stocks | — | — | $7K | 0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PGIM Investments Registered Investment Company PGIM Jennison Md Cp Gth R6 Fd | Common Stocks | — | — | $6K | <0.1% | |
| PRIN REAL ESTATE SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $2K | <0.1% | |
| The American Funds Registered Investment Company American Fund Cap Wld Bnd R6 Fd | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO Funds Registered Investment Company PIMCO Real Rtn Inst Fd | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $431 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $23 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $37K | — |
