Jessica Dorazio signed Eagle Creek RE Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eagle Creek RE Management, LLC's EIN is 27-2472732.
Download the official 2024 Form 5500 (PDF) for Eagle Creek RE Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eagle Creek RE Management, 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 | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | CONSULTANT | $30K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $2.9M | 10.6% | |
| Investment Fund The Vanguard Group Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $2.6M | 9.5% | |
| Investment Fund The Vanguard Group Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $2.5M | 9.1% | |
| MFS GROWTH EQUITY L FUND GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $2.4M | 8.8% | |
| Investment Fund The Vanguard Group Vanguard 500 Index Admiral Fund N/R | Common Collective Trusts | — | — | $2.4M | 8.6% | |
| The Vanguard Group Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $2.1M | 7.7% | |
| Investment Fund The Vanguard Group Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $2.1M | 7.7% | |
| Investment Fund The Vanguard Group Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $1.5M | 5.3% | |
| Common Collective Trusts Putnam Fiduciary Trust Company Putnam Stable Value Fund (15) N/R | Stable Value | — | — | $1.5M | 5.3% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 5.0% | |
| Investment Fund The Vanguard Group Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $1.2M | 4.3% | |
| Investment Fund The Vanguard Group Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $1.2M | 4.2% | |
| Investment Fund The Vanguard Group Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $669K | 2.4% | |
| Investment Fund Janus International Holding, LLC Janus Henderson Enterprise N Fund N/R | Mutual Funds | — | — | $636K | 2.3% | |
| The Vanguard Group Vanguard Total International Stock Index N/R | Mutual Funds | — | — | $589K | 2.1% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $585K | 2.1% | |
| Admiral Fund MFS Investment Management MFS International Diversification R4 N/R | Mutual Funds | — | — | $462K | 1.7% | |
| Fund Virtus Investments Advisors, Inc. Virtus KAR Small-Cap Growth Fund R6 N/R | Common Stocks | — | — | $461K | 1.7% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $420K | 1.5% | |
| The Vanguard Group Vanguard External Market Index Admiral N/R | Mutual Funds | — | — | $383K | 1.4% | |
| Fund JP Morgan Investment Undiscovered Managers Behavioral N/R | Other securities | — | — | $216K | 0.8% | |
| The Vanguard Group Vanguard Target Retirement Income N/R | Mutual Funds | — | — | $177K | 0.6% | |
| Investment Fund The Vanguard Group Vanguard Total Bond Market Index N/R | Mutual Funds | — | — | $174K | 0.6% | |
| Admiral Fund T. Rowe Price Funds T. Rowe Price Global Multi-Sector Bond N/R | Other securities | — | — | $173K | 0.6% | |
| Fund - I Class American Century Investments American Century Mid-Cap Value R6 N/R | Other securities | — | — | $142K | 0.5% | |
| Fund The Vanguard Group Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $129K | 0.5% | |
| (E) | Other securities | — | — | $54K | 0.2% | |
| Investment Fund PGIM Investments Management PGIM Total Retirement Bond R6 Fund N/R | U.S. Treasuries | — | — | $54K | 0.2% | |
| Co. The Vanguard Group Vanguard Target Retirement 2070 N/R | Mutual Funds | — | — | $39K | 0.1% | |
| (E) | Other securities | — | — | $39K | 0.1% |
