Chris Lovett signed Fleetwood Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fleetwood Group, Inc.'s EIN is 38-1880634.
Download the official 2024 Form 5500 (PDF) for Fleetwood Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fleetwood Group, Inc.'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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS INC | 43-1451524 | — | 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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2030 R6 N/A | Mutual Funds | — | — | $2.9M | 35.2% | |
| American Funds Target Date Retirement 2035 R6 N/A | Mutual Funds | — | — | $1.7M | 20.3% | |
| Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $537K | 6.4% | |
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $366K | 4.4% | |
| American Funds Target Date Retirement 2040 R6 N/A | Mutual Funds | — | — | $363K | 4.3% | |
| American Funds Target Date Retirement 2025 R6 N/A | Mutual Funds | — | — | $346K | 4.1% | |
| American Funds Target Date Retirement 2050 R6 N/A | Mutual Funds | — | — | $343K | 4.1% | |
| American Funds Growth Fund of America R6 N/A | Mutual Funds | — | — | $219K | 2.6% | |
| American Funds Target Date Retirement 2045 R6 N/A | Mutual Funds | — | — | $195K | 2.3% | |
| American Funds Target Date Retirement 2055 R6 N/A | Mutual Funds | — | — | $154K | 1.8% | |
| Fidelity Total International Index Fund N/A | Common Collective Trusts | — | — | $122K | 1.5% | |
| American Funds Target Date Retirement 2020 R6 N/A | Mutual Funds | — | — | $116K | 1.4% | |
| American Funds Target Date Retirement 2015 R6 N/A | Mutual Funds | — | — | $107K | 1.3% | |
| American Funds Target Date Retirement 2060 R6 N/A | Mutual Funds | — | — | $106K | 1.3% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $94K | 1.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $80K | 1.0% | |
| JP Morgan Equity Income R6 N/A | Other securities | — | — | $78K | 0.9% | |
| Fidelity Small Cap Index Fund N/A | Common Collective Trusts | — | — | $77K | 0.9% | |
| Fidelity US Bond Index Fund N/A | Common Collective Trusts | — | — | $68K | 0.8% | |
| PGIM Investments Total Retirement Bond R6 N/A | U.S. Treasuries | — | — | $55K | 0.7% | |
| American Funds Target Date Retirement 2065 R6 N/A | Mutual Funds | — | — | $29K | 0.3% | |
| American Funds Target Date Retirement 2010 R6 N/A | Mutual Funds | — | — | $27K | 0.3% | |
| Fidelity Advanced Small Cap Growth Z Fund N/A | Mutual Funds | — | — | $23K | 0.3% | |
| Allspring Global Allspring Special Mid Cap Value R6 N/A | Other securities | — | — | $21K | 0.3% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $8K | <0.1% | |
| PIMCO Investments Income Institutional Fund N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
