Rosie Ariza signed IMRE, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IMRE, LLC's EIN is 52-2039359.
Download the official 2024 Form 5500 (PDF) for IMRE, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IMRE, LLC'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 | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIM Com Real Ret Stra Instl Fd | Common Stocks | — | $0 | $2.7M | 21.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.7M | 21.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.9M | 15.5% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $1.9M | 15.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.5M | 12.2% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $1.5M | 12.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $1.5M | 11.8% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $926K | 7.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $926K | 7.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $569K | 4.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $521K | 4.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $336K | 2.7% | |
| Prin Equity Income SA-Z | Common Stocks | — | $0 | $336K | 2.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $328K | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $259K | 2.1% | |
| Prin LifeTime Hybr 2065 CIT Z | Common Collective Trusts | — | $0 | $259K | 2.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $248K | 2.0% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $212K | 1.7% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $212K | 1.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $179K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $153K | 1.2% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $153K | 1.2% | |
| Prin Intl Equity Index SA-Z | Common Collective Trusts | — | $0 | $126K | 1.0% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $116K | 0.9% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | $0 | $101K | 0.8% | |
| Prin Blue Chip SA-Z | Common Stocks | — | $0 | $98K | 0.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $98K | 0.8% | |
| Vanguard Intl Value Inv Fund | Mutual Funds | — | $0 | $68K | 0.5% | |
| Participant Loans | Participant loans | — | $0 | $68K | 0.5% | |
| Prin LifeTime Hybr 2030 CIT Z | Common Collective Trusts | — | $0 | $62K | 0.5% | |
| Macquarie Small Cap Value R6 F | Other securities | — | $0 | $61K | 0.5% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $41K | 0.3% | |
| Hartford MidCap R6 Fund | Other securities | — | $0 | $30K | 0.2% | |
| Lord Abbett Bd Debenture R6 Fd | Mutual Funds | — | $0 | $25K | 0.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $25K | 0.2% | |
| Franklin Small Cap Grth R6 Fd | Mutual Funds | — | $0 | $22K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $16K | 0.1% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $16K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $9K | <0.1% | |
| Prin LifeTime Hybr 2015 CIT Z | Common Collective Trusts | — | $0 | $2K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1K | <0.1% | |
| Prin Bond Market Index SA-Z | Common Stocks | — | $0 | $1K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $34 | <0.1% |
