Bill Bourdon signed Mission North, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mission North, Inc.'s EIN is 68-0599454.
Download the official 2024 Form 5500 (PDF) for Mission North, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mission North, 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 | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT INSU | 83-2489877 | — | OTHER SERVICES | $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 |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 22.4% | |
| SA-Z a | Common Stocks | — | — | $1.6M | 13.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.6M | 13.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.4M | 11.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 9.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $929K | 8.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $912K | 7.9% | |
| Fund a | Other securities | — | — | $379K | 3.3% | |
| Fund a | Other securities | — | — | $363K | 3.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $345K | 3.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $293K | 2.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $278K | 2.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $247K | 2.1% | |
| Fund a | Other securities | — | — | $105K | 0.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $96K | 0.8% | |
| Vanguard RE Index Adm Fund Mutual Funds 755 shares a | Mutual Funds | — | — | $95K | 0.8% | |
| Fund a | Other securities | — | — | $71K | 0.6% | |
| Blackrock Md-Cp Gr Eq K Fund Mutual Funds 1,600 shares a | Other securities | — | — | $70K | 0.6% | |
| Participant Loans to participants with maturities through June 2053, interest rate range of 4.5% to 9.5%, collateralized by participants’ | Bonds / Notes | — | — | $55K | 0.5% | |
| Vanguard Emg Mk Stk Idx Adm Mutual Funds 896 shares Fund a | Common Collective Trusts | — | — | $33K | 0.3% | |
| Vanguard Global Equity Inv Fd Mutual Funds 779 shares a | Mutual Funds | — | — | $28K | 0.2% | |
| American Funds AMER Bal R6 Mutual Funds 673 shares Fd a | Mutual Funds | — | — | $23K | 0.2% | |
| Fund a | Other securities | — | — | $23K | 0.2% | |
| Vanguard Balanced Index Mutual Funds 358 shares Admrl Fund a | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Intl Growth Adm Fd Mutual Funds 153 shares a | Mutual Funds | — | — | $16K | 0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $13K | 0.1% | |
| Virtus Cer MC Val Eq R6 Fd Mutual Funds 678 shares a | Other securities | — | — | $8K | <0.1% | |
| Vanguard Intl Value Inv Fund Mutual Funds 202 shares a | Mutual Funds | — | — | $8K | <0.1% | |
| Western Asset Core Bond Is Fd Mutual Funds 716 shares a | Other securities | — | — | $7K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| DFA Commodity Strategy I Mutual Funds 990 shares Fund a | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Infl-Prot Sec Adm Mutual Funds 70 shares Fund a | Mutual Funds | — | — | $2K | <0.1% |
