Burcham Hills Retirement Center II's EIN is 38-2834545.
Download the official 2024 Form 5500 (PDF) for Burcham Hills Retirement Center II from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burcham Hills Retirement Center II'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC. | 93-0987232 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMER CENT IN RETIRE TRUST I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.1M | 95.8% | |
| American Century Retirement Date 2035 Trust I | Other securities | — | — | $1.3M | 31.0% | |
| American Century Retirement Date 2025 Trust I | Other securities | — | — | $730K | 17.2% | |
| American Century Retirement Date 2045 Trust I | Other securities | — | — | $610K | 14.3% | |
| American Century Retirement Date 2030 Trust I | Other securities | — | — | $533K | 12.5% | |
| American Century Retirement Date 2040 Trust I | Other securities | — | — | $467K | 11.0% | |
| American Century Retirement Date 2055 Trust I | Other securities | — | — | $148K | 3.5% | |
| American Century Retirement Date 2050 Trust I | Other securities | — | — | $130K | 3.0% | |
| * Principal Core Fixed Income 48 Group Annuity Contract * Principal Guaranteed Option | Pooled Separate Accounts | — | — | $83K | 2.0% | |
| American Century Retirement Date 2060 Trust I | Other securities | — | — | $22K | 0.5% | |
| American Century Ultra Fund | Mutual Funds | — | — | $12K | 0.3% | |
| Participants Participant Loans Rates from 7.25% to 9.50% - | Bonds / Notes | — | — | $9K | 0.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9K | 0.2% | |
| American Century Retirement Date 2065 Trust I | Other securities | — | — | $8K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSUARANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $48 | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSUARANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% |
