Happy Mountains, LLC's EIN is 30-0800383.
Download the official 2024 Form 5500 (PDF) for Happy Mountains, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Happy Mountains, 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 |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE COMPANY | 47-0098400 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMINISTRATOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $13.1M | 96.1% | |
| State Street State Street S&P 500 Index SL H N/R | Common Collective Trusts | — | — | $2.4M | 17.8% | |
| Stadion Growth CL 5 N/R | Other securities | — | — | $1.8M | 13.1% | |
| Stadion Moderate Growth CL 5 N/R | Other securities | — | — | $1.5M | 10.9% | |
| Stadion Maximum Growth CL 5 N/R | Other securities | — | — | $1.1M | 8.2% | |
| JP Morgan JPMorgan Large Cap Growth Class R N/R | Other securities | — | — | $1.1M | 8.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Adv N/R | Other securities | — | — | $1.1M | 7.9% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Adv N/R | Other securities | — | — | $623K | 4.6% | |
| Fully Benefit-Responsive Investment Contract * Ameritas Fixed Rate Option Ameritas Fixed Rate Option N/R | Bonds / Notes | — | — | $417K | 3.0% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Adv N/R | Other securities | — | — | $397K | 2.9% | |
| Stadion Balanced CL 5 N/R | Other securities | — | — | $369K | 2.7% | |
| Stadion Conservative CL 5 N/R | Other securities | — | — | $297K | 2.2% | |
| Franklin Templeton Franklin Small Cap Growth CL A N/R | Mutual Funds | — | — | $296K | 2.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Adv N/R | Other securities | — | — | $293K | 2.1% | |
| Invesco Comstock A N/R | Mutual Funds | — | — | $205K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Adv N/R | Other securities | — | — | $185K | 1.4% | |
| American Century American Century US Gov Money Market CL A N/R | Cash / Money Market | — | — | $161K | 1.2% | |
| JP Morgan JPMorgan Mid-Cap Growth CL A N/R | Common Stocks | — | — | $153K | 1.1% | |
| State Street State Street Russell Small-Cap Index SL N/R | Other securities | — | — | $140K | 1.0% | |
| State Street State Street S&P Mid-Cap Index SL III N/R | Other securities | — | — | $137K | 1.0% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $111K | 0.8% | |
| Macquarie VIP Emerging Markets Service N/R | Other securities | — | — | $110K | 0.8% | |
| Janus Henderson Balanced CL S N/R | Mutual Funds | — | — | $108K | 0.8% | |
| MFS Value R3 N/R | Mutual Funds | — | — | $100K | 0.7% | |
| Loomis Sayles Loomis Sayles Inv Grade Bond Class A N/R | Other securities | — | — | $84K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Adv N/R | Other securities | — | — | $78K | 0.6% | |
| Columbia Overseas Value CL A N/R | Common Stocks | — | — | $78K | 0.6% | |
| State Street State Street International Index SL II N/R | Other securities | — | — | $75K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Adv N/R | Other securities | — | — | $72K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2010 N/R | Other securities | — | — | $42K | 0.3% | |
| State Street State Street US Bond Index SL III N/R | Other securities | — | — | $41K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Adv N/R | Other securities | — | — | $33K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2020 N/R | Other securities | — | — | $23K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Adv N/R | Other securities | — | — | $19K | 0.1% | |
| s * Allspring Special Mid Cap Value A N/R | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| Lord Abbett Lord Abbett Short Duration Inc CL R4 N/R | Mutual Funds | — | — | $3K | <0.1% | |
| State Street State Street Short-Term Investment CL H N/R | Other securities | — | — | $3K | <0.1% | |
| Lord Abbett Lord Abbett Short Duration Inc CL A N/R | Mutual Funds | — | — | $1K | <0.1% |
