JOEY Chapman signed Peoples First Properties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peoples First Properties, Inc.'s EIN is 59-3020789.
Download the official 2024 Form 5500 (PDF) for Peoples First Properties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peoples First 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 | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $30K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin MidCap S&P 400 Idx SA-NE | Common Collective Trusts | — | $0 | $5.6M | 26.6% | |
| LORD ABBETT DEV GROWTH R6 FUND | Mutual Funds | — | $0 | $4.7M | 22.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $4.7M | 22.1% | |
| Lord Abbett Bd Debenture R6 Fd | Mutual Funds | — | $0 | $2.7M | 13.0% | |
| Lord Abbett Inf Focsd R6 Fund | Mutual Funds | — | $0 | $1.9M | 8.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.8M | 8.5% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $1.8M | 8.5% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.1M | 5.2% | |
| Prin SmCap S&P 600 Index SA-NE | Common Stocks | — | $0 | $1.1M | 5.2% | |
| JP Morgan US Value R6 Fund | Other securities | — | $0 | $955K | 4.5% | |
| Invesco Small Cap Value R6 Fd | Mutual Funds | — | $0 | $610K | 2.9% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | — | $500K | 2.4% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $500K | 2.4% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $468K | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $468K | 2.2% | |
| Prin LgCp S&P 500 Idx SA-NE | Common Collective Trusts | — | $0 | $412K | 2.0% | |
| FIDELITY ADV BALANCED Z FUND | Mutual Funds | — | $0 | $122K | 0.6% | |
| Columbia Total Ret Bond I3 Fd | U.S. Treasuries | — | $0 | $25K | 0.1% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $25K | 0.1% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $25K | 0.1% | |
| BlackRock Mid-Cap Value K Fund | Other securities | — | $0 | $24K | 0.1% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $22K | 0.1% | |
| Am Fds Am Hi-Inc Trs R6 Fund | Common Stocks | — | $0 | $5K | <0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $2K | <0.1% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Franklin Sm-Mid Cap Grth R6 Fd | Mutual Funds | — | $0 | $1K | <0.1% | |
| The American Funds | Mutual Funds | — | $0 | $817 | <0.1% |
