Oscar LOBO signed Apprentice FS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apprentice FS, Inc.'s EIN is 47-4249438.
Download the official 2024 Form 5500 (PDF) for Apprentice FS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apprentice FS, 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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | 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 HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.5M | 25.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $844K | 14.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $724K | 12.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $683K | 11.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $467K | 7.9% | |
| Late to the Plan Not Corrected Outside VFCP in VFCP PTE 2001-51 $ | Other securities | — | $449K | $449K | 7.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $350K | 5.9% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $314K | 5.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $177K | 3.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $148K | 2.5% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $98K | 1.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $98K | 1.7% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $96K | 1.6% | |
| Notes receivable from participants Various interest rates from 7.25% - 9.50% | Bonds / Notes | — | — | $79K | 1.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $54K | 0.9% | |
| Vanguard Mid-Cap Growth Index Admiral Fund | Mutual Funds | — | — | $48K | 0.8% | |
| Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $34K | 0.6% | |
| Vanguard Small Cap Growth Index Admiral Fund | Mutual Funds | — | — | $33K | 0.6% | |
| Vanguard Balanced Index Admiral Fund | Mutual Funds | — | — | $28K | 0.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $25K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $24K | 0.4% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $22K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $21K | 0.4% | |
| Vanguard Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $21K | 0.4% | |
| Columbia Threadneedle Columbia Select Large Cap Value I3 Fund | Other securities | — | — | $17K | 0.3% | |
| Vanguard Emerging Markets Stock Index Admiral Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Capital Group American Funds New Perspective R6 Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard High-Yield Corporate Adm Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Inflation-Protected Securities Admiral Fund | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <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 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
