KARI Scott signed U.S. Lumber Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Lumber Group LLC's EIN is 27-4877902.
Download the official 2024 Form 5500 (PDF) for U.S. Lumber Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Lumber Group 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 | $433K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT ADVISORY | $72K | — |
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 HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $24.3M | 11.3% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $22.8M | 10.7% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $15.9M | 7.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $15.7M | 7.3% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $15.5M | 7.3% | |
| T. Rowe Price Funds T. Rowe Price Blue Chip Gr I Fd | Other securities | — | — | $14.8M | 6.9% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $13.8M | 6.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $9.6M | 4.5% | |
| MFS Investment Management MFS Intl Diversifications R6 Fund | Mutual Funds | — | — | $9.1M | 4.3% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $8.9M | 4.1% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $7.9M | 3.7% | |
| Vanguard Group Vanguard Equity Inc | Mutual Funds | — | — | $7.8M | 3.6% | |
| Participants Participant Loans Rates from 3.25% to 10.50% | Bonds / Notes | — | — | $6.0M | 2.8% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $4.6M | 2.2% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | Mutual Funds | — | — | $4.5M | 2.1% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $4.2M | 2.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $4.2M | 2.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $3.9M | 1.8% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $3.2M | 1.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 1.4% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $2.8M | 1.3% | |
| Capital Research and Mgmt Co American Funds American Balanced R6 Fund | Mutual Funds | — | — | $2.6M | 1.2% | |
| PIMCO Funds PIMCO Income Admin Fund | Mutual Funds | — | — | $2.4M | 1.1% | |
| Metropolitan Total Return Bond | Other securities | — | — | $2.0M | 0.9% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.7M | 0.8% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| Dimensional Fund Advisors DFA Global Real Estate Sc I Fd | Mutual Funds | — | — | $838K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $448K | 0.2% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $237K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
