Brett Mehlman signed Senior Living VII Operator Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Senior Living VII Operator Holdings, LLC's EIN is 27-3564554.
Download the official 2024 Form 5500 (PDF) for Senior Living VII Operator Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Senior Living VII Operator Holdings, 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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.D. RESLEY ASSOCIATES INC. | 35-1970909 | — | OTHER SERVICES | $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 HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.9M | 11.5% | |
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 11.3% | |
| PRIN LIFETIME HY 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.7M | 10.5% | |
| PRIN LIFETIME HY 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 9.7% | |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 9.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.4M | 8.3% | |
| Principal Large Cap Growth I Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.3M | 7.8% | |
| PRIN LARGECAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.3M | 7.8% | |
| PRIN LIFETIME HY 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $786K | 4.8% | |
| PRIN LIFETIME HY 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $770K | 4.7% | |
| PRIN LIFETIME HY 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $608K | 3.7% | |
| Participant Loans (interest rate 5.25% - 10.50%) - | Bonds / Notes | — | — | $400K | 2.4% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $393K | 2.4% | |
| Principal Small Cap Growth I Pooled Separate Accounts | Pooled Separate Accounts | — | — | $386K | 2.4% | |
| PRIN SMALLCAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $386K | 2.4% | |
| PRIN HIGH INCOME SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $345K | 2.1% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $238K | 1.5% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $223K | 1.4% | |
| PRIN EQUITY INCOME SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $166K | 1.0% | |
| Principal Diversified International Pooled Separate Accounts | Pooled Separate Accounts | — | — | $159K | 1.0% | |
| PRIN DIVERSIFIED INTL SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $159K | 1.0% | |
| Principal Mid Cap S&P 400 Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $155K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $155K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $153K | 0.9% | |
| PRIN GLBL EMERG MARKETS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $118K | 0.7% | |
| Principal Global Emerging Markets Pooled Separate Accounts | Pooled Separate Accounts | — | — | $118K | 0.7% | |
| PRIN LIFETIME HY 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $108K | 0.7% | |
| Principal Mid Cap Value I Pooled Separate Accounts | Pooled Separate Accounts | — | — | $75K | 0.5% | |
| PRIN MIDCAP VALUE I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $75K | 0.5% | |
| PRINCIPAL BOND MKT INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $61K | 0.4% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $59K | 0.4% | |
| (E) | Other securities | — | — | $59K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
