Curtis Mackey signed The Flippen Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Flippen Group, LLC's EIN is 74-2900345.
Download the official 2024 Form 5500 (PDF) for The Flippen Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Flippen Group, 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 | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group | Mutual Funds | — | — | $3.2M | 19.0% | |
| Vanguard Group | Mutual Funds | — | — | $1.1M | 6.4% | |
| Vanguard Group | Mutual Funds | — | — | $1.1M | 6.4% | |
| Vanguard Group | Mutual Funds | — | — | $1.0M | 6.3% | |
| Vanguard Group | Mutual Funds | — | — | $1.0M | 6.1% | |
| Vanguard Group | Mutual Funds | — | — | $925K | 5.6% | |
| Principal Life Insurance Company | Common Stocks | — | — | $697K | 4.2% | |
| Vanguard Group | Mutual Funds | — | — | $580K | 3.5% | |
| Vanguard Group | Mutual Funds | — | — | $528K | 3.2% | |
| Vanguard Group | Mutual Funds | — | — | $503K | 3.0% | |
| Invesco Funds Group, Inc. | Mutual Funds | — | — | $463K | 2.8% | |
| Principal Life Insurance Company | Common Stocks | — | — | $463K | 2.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $463K | 2.8% | |
| Vanguard Group | Mutual Funds | — | — | $458K | 2.7% | |
| Principal Life Insurance Company | Common Stocks | — | — | $350K | 2.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $350K | 2.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $344K | 2.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $344K | 2.1% | |
| PGIM Investments | Other securities | — | — | $321K | 1.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $321K | 1.9% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $301K | 1.8% | |
| Principal Life Insurance Company | Common Stocks | — | — | $301K | 1.8% | |
| Vanguard Group | Mutual Funds | — | — | $280K | 1.7% | |
| Principal Life Insurance Company | Common Stocks | — | — | $277K | 1.7% | |
| Eaton Vance | Other securities | — | — | $262K | 1.6% | |
| JP Morgan Funds | Other securities | — | — | $211K | 1.3% | |
| Oppenheimer | Mutual Funds | — | — | $200K | 1.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $197K | 1.2% | |
| Principal Life Insurance Company | Common Stocks | — | — | $197K | 1.2% | |
| Vanguard Group | Mutual Funds | — | — | $168K | 1.0% | |
| TIAA Investments | Mutual Funds | — | — | $114K | 0.7% | |
| MFS Investment Management | Mutual Funds | — | — | $101K | 0.6% | |
| Principal Life Insurance Company | Common Stocks | — | — | $88K | 0.5% | |
| Vanguard Group | Mutual Funds | — | — | $84K | 0.5% | |
| The American Funds | Mutual Funds | — | — | $68K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $63K | 0.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $63K | 0.4% | |
| The American Funds | Mutual Funds | — | — | $59K | 0.4% | |
| BlackRock | Other securities | — | — | $58K | 0.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $58K | 0.3% | |
| BlackRock | Other securities | — | — | $48K | 0.3% | |
| Participant Loans | Participant loans | — | — | $280 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
