Catherine Murphy signed Habitat America, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Habitat America, LLC's EIN is 52-1851030.
Download the official 2024 Form 5500 (PDF) for Habitat America, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Habitat America, LLC'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 | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1000K | 19.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $673K | 13.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $559K | 10.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $490K | 9.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $476K | 9.2% | |
| Fidelity Investments Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $279K | 5.4% | |
| Principal Life Insurance Company Principal Large Cap Growth I SA-Z - | Common Stocks | — | — | $228K | 4.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $228K | 4.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $226K | 4.4% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index SA-Z - | Common Stocks | — | — | $185K | 3.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $185K | 3.6% | |
| Notes Receivable from Participants Interest Rates 4.25% - 9.50% - | Bonds / Notes | — | — | $154K | 3.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $127K | 2.5% | |
| Principal Life Insurance Company Principal Fixed Inc Guar Option - | Common Stocks | — | — | $124K | 2.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $103K | 2.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $66K | 1.3% | |
| Fidelity Investments Fidelity US Bond Index - | Mutual Funds | — | — | $45K | 0.9% | |
| Principal Life Insurance Company Principal Real Estate Secs SA-Z - | Common Stocks | — | — | $43K | 0.8% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $43K | 0.8% | |
| Dimensional Fund Advisors DFA US TARGETED VALUE I FD - | Mutual Funds | — | — | $37K | 0.7% | |
| Dimensional Fund Advisors DFA US LARGE CAP VALUE I FD - | Mutual Funds | — | — | $34K | 0.6% | |
| The American Funds American Funds FDMNTL Inv R3 Fund - | Mutual Funds | — | — | $31K | 0.6% | |
| T. Rowe Price Funds T Rowe Price INT US SC GR EQ I - | Mutual Funds | — | — | $28K | 0.5% | |
| American Funds Service Company AM FDS Europacific Growth R3 Fund - | Mutual Funds | — | — | $27K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $27K | 0.5% | |
| PGM Investments PGM High Yield R6 Fund - | Other securities | — | — | $24K | 0.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $17K | 0.3% | |
| Fidelity Investments Fidelity Total Int IDX Fund - | Common Collective Trusts | — | — | $14K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $12K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2K | <0.1% |
