Chris Hoagland signed Enterprise Properties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enterprise Properties, Inc.'s EIN is 47-0151785.
Download the official 2024 Form 5500 (PDF) for Enterprise Properties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enterprise Properties, 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 | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $0 | — |
| PRINCIPAL SECURITIES INC |
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.
| 42-0941553 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $2.4M | 14.0% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $2.2M | 12.7% | |
| GREAT GRAY TRUST COMPANY RETIREPILOT AGG RET FUND R1 | Common Stocks | — | $0 | $2.2M | 12.7% | |
| Principal Global Investors Trust Co PRINCIPAL STABLE VALUE Z FUND | Stable Value | — | $0 | $1.7M | 9.7% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $1.7M | 9.7% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $1.5M | 8.8% | |
| Principal Life Insurance Company Principal U.S. Property SA-Z | Common Stocks | — | $0 | $1.5M | 8.8% | |
| GREAT GRAY TRUST COMPANY RETIREPILOT AGG 2035 FUND R1 | Common Stocks | — | $0 | $1.4M | 7.9% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $1.4M | 7.9% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $0 | $1.2M | 6.7% | |
| Principal Life Insurance Company Guaranteed Interest | Common Stocks | — | $0 | $1.1M | 6.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.1M | 6.3% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $1.1M | 6.1% | |
| Principal Life Insurance Company Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $724K | 4.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $724K | 4.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $0 | $699K | 4.0% | |
| Participant Loans | Participant loans | — | $0 | $481K | 2.8% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | $0 | $460K | 2.6% | |
| Dimensional Fund Advisors DFA EMERGING MARKETS I FUND | Mutual Funds | — | $0 | $343K | 2.0% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | $0 | $333K | 1.9% | |
| Principal Life Insurance Company Prin Fin Grp, Inc. Stock SA-R6 | Common Stocks | — | $0 | $315K | 1.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $315K | 1.8% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $292K | 1.7% | |
| GREAT GRAY TRUST COMPANY RETIREPILOT MOD 2065 FUND R1 | Common Stocks | — | $0 | $256K | 1.5% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $256K | 1.5% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $189K | 1.1% | |
| GREAT GRAY TRUST COMPANY RETIREPILOT MOD 2045 FUND R1 | Common Stocks | — | $0 | $189K | 1.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $0 | $175K | 1.0% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $113K | 0.6% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | $0 | $112K | 0.6% | |
| Principal Life Insurance Company Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $111K | 0.6% | |
| GREAT GRAY TRUST COMPANY RETIREPILOT AGG 2045 FUND R1 | Common Stocks | — | $0 | $76K | 0.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $76K | 0.4% | |
| Vanguard Group Vanguard ST Bd Index Admirl Fd | Mutual Funds | — | $0 | $49K | 0.3% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $29K | 0.2% | |
| Principal Life Insurance Company Prin SmCap Value II Sep Acct-Z | Pooled Separate Accounts | — | $0 | $29K | 0.2% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $26K | 0.1% | |
| GREAT GRAY TRUST COMPANY RETIREPILOT MOD RET FUND R1 | Common Stocks | — | $0 | $26K | 0.1% | |
| Vanguard Group Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $24K | 0.1% | |
| GREAT GRAY TRUST COMPANY RETIREPILOT MOD 2035 FUND R1 | Common Stocks | — | $0 | $16K | <0.1% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | $0 | $5K | <0.1% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | $0 | $2K | <0.1% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $176 | <0.1% | |
| GREAT GRAY TRUST COMPANY SMALL CAP GROWTH FUND II R1 | Common Stocks | — | $0 | $176 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
