Michael Nguyen signed Caven Enterprises, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caven Enterprises, Incorporated's EIN is 75-2029811.
Download the official 2024 Form 5500 (PDF) for Caven Enterprises, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caven Enterprises, Incorporated'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 | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | 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 | |||||
|---|---|---|---|---|---|---|
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.5M | 18.0% | |
| Inv Int'l Div R6Fund | Other securities | — | $0 | $1.4M | 17.3% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $1.1M | 13.5% | |
| LORD ABBETT HIGH YIELD R6 FUND | Mutual Funds | — | $0 | $1.1M | 13.1% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $707K | 8.5% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $622K | 7.5% | |
| UNDISC MGRS BEHAV VALUE R6 FD | Other securities | — | $0 | $584K | 7.0% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $391K | 4.7% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $345K | 4.2% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $239K | 2.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $106K | 1.3% | |
| T.Rowe Price Bl Chip Gr I Fd | Other securities | — | $0 | $106K | 1.3% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $52K | 0.6% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $39K | 0.5% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $22K | 0.3% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $20K | 0.2% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $13K | 0.2% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $10K | 0.1% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
