Kelly McNeely signed Howry Residential Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Howry Residential Services, Inc.'s EIN is 41-1954167.
Download the official 2024 Form 5500 (PDF) for Howry Residential Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Howry Residential Services, 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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | 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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $416K | 13.4% | |
| PRIN LARGECAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $349K | 11.2% | |
| Company Prin Intl Smallcap SA-R3 * Principal Life Insurance Pooled Separate Accounts | Pooled Separate Accounts | — | — | $349K | 11.2% | |
| PRIN LIFETIME 2025 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $314K | 10.1% | |
| PRIN LIFETIME 2045 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $297K | 9.5% | |
| Company Prin Largecap Growth SA-R3 * Principal Life Insurance Pooled Separate Accounts | Pooled Separate Accounts | — | — | $272K | 8.7% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $272K | 8.7% | |
| Company Prin Lifetime 2025 SA-R3 * Principal Life Insurance Pooled Separate Accounts | Pooled Separate Accounts | — | — | $204K | 6.5% | |
| PRIN LIFETIME 2030 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $204K | 6.5% | |
| PRIN LIFETIME 2035 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $176K | 5.7% | |
| PRIN LIFETIME 2050 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $174K | 5.6% | |
| PRIN LIFETIME 2055 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $123K | 3.9% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $112K | 3.6% | |
| Principal Life Insurance Pooled Separate Accounts | Pooled Separate Accounts | — | — | $94K | 3.0% | |
| PRIN LIFETIME 2020 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $94K | 3.0% | |
| Company Prin Smallcap Growth I SA-R3 * Principal Life Insurance Pooled Separate Accounts | Pooled Separate Accounts | — | — | $71K | 2.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $71K | 2.3% | |
| PRIN MIDCAP SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $54K | 1.7% | |
| PRIN LIFETIME 2060 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $49K | 1.6% | |
| Company Prin Smcap S&P 600 Index SA-R3 * Principal Global Investor Trust Common/Collective Trust | Common Collective Trusts | — | — | $42K | 1.3% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $42K | 1.3% | |
| Company Prin Lifetime Strategic Income * Principal Life Insurance Pooled Separate AccountsSA-R3 | Pooled Separate Accounts | — | — | $35K | 1.1% | |
| PRIN DIVERSIFIED INTL SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $35K | 1.1% | |
| Company Prin Midcap SA-R3 * Principal Life Insurance Pooled Separate Accounts | Pooled Separate Accounts | — | — | $34K | 1.1% | |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $34K | 1.1% | |
| PRIN LIFETIME 2065 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $32K | 1.0% | |
| PRIN CORE PLUS BOND SEP ACT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $25K | 0.8% | |
| Company Prin Bond and Mortgage SA-R3 * Principal Life Insurance Pooled Separate Accounts | Pooled Separate Accounts | — | — | $24K | 0.8% | |
| PRIN INTL SMALLCAP SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $24K | 0.8% | |
| PRIN LIFETIME 2015 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $6K | 0.2% | |
| Co Principal Stable Value Sgnture * Principal Life Insurance Pooled Separate Accounts | Stable Value | — | — | $4K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $4K | 0.1% | |
| Company Diversified International SA * Principal Life Insurance Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| PRIN U.S. PROPERTY SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $564 | <0.1% | |
| PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
