Yatin Gandhi signed Encore Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Encore Enterprises, Inc.'s EIN is 64-0915741.
Download the official 2024 Form 5500 (PDF) for Encore Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Encore Enterprises, Inc.'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 | $29K | — |
| 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 HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $950K | 11.9% | |
| PRIN LARGECAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $795K | 10.0% | |
| PRIN LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $770K | 9.6% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $668K | 8.4% | |
| PRIN LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $588K | 7.4% | |
| PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $572K | 7.2% | |
| PRIN LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $524K | 6.6% | |
| PRIN LIFETIME HY 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $484K | 6.1% | |
| PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $479K | 6.0% | |
| late to the repayments Contributions corrected correction in and PTE Plan** are included not corrected outside VFCP 2002-51*** $324,486 X - | Other securities | — | — | $324K | 4.1% | |
| PRIN LIFETIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $251K | 3.1% | |
| Franklin DynaTech R Fund Mutual fund | Mutual Funds | — | — | $180K | 2.2% | |
| BlackRock Equity Dividend R Fund Mutual fund | Other securities | — | — | $171K | 2.1% | |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $163K | 2.0% | |
| PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $157K | 2.0% | |
| Fidelity Advisor Mid Cap II M Fund Mutual fund | Mutual Funds | — | — | $98K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $97K | 1.2% | |
| PRIN LIFETIME HY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $88K | 1.1% | |
| Principal Fixed Income Guaranteed Option** Fully benefit from the responsive investment contract | Other securities | — | — | $87K | 1.1% | |
| Loan notes to 8.50%, with various maturities | Bonds / Notes | — | — | $87K | 1.1% | |
| American Funds SMALLCAP World R3 Fund Mutual fund | Mutual Funds | — | — | $80K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $60K | 0.7% | |
| PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $57K | 0.7% | |
| FID ADVISOR GOVT INCOME M FUND Mutual fund | Mutual Funds | — | — | $53K | 0.7% | |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $53K | 0.7% | |
| Fidelity Advisor Strategic Income M Fund Mutual fund | Mutual Funds | — | — | $52K | 0.6% | |
| Invesco International Diversified R Fund Mutual fund | Mutual Funds | — | — | $50K | 0.6% | |
| Invesco Developing Markets R Fund Mutual fund | Mutual Funds | — | — | $30K | 0.4% | |
| American Funds Bond Fund of America R3 Fund Mutual fund | Mutual Funds | — | — | $25K | 0.3% | |
| JP Morgan Small Cap Value R2 Fund Mutual fund | Other securities | — | — | $24K | 0.3% | |
| PGIM Total Return Bond R Fund Mutual fund | Other securities | — | — | $22K | 0.3% | |
| (E) | Other securities | — | — | $19K | 0.2% | |
| PRIN LIFETIME HY INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $19K | 0.2% | |
| Encore Enterprises, Inc. 401(k) Profit Sharing Plan Financial Statements December 31, 2024, and December 31, 2023 PGIM High Yield R Fund Mutual fund | Common Stocks | — | — | $19K | 0.2% | |
| Lord Abbett Fundamental Equity R3 Fund Mutual fund | Mutual Funds | — | — | $14K | 0.2% | |
| CARILLON EAGLE SML CAGWTH I FD Mutual fund | Other securities | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <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 |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
