LISA Clements signed Brightland Homes, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brightland Homes, Ltd.'s EIN is 75-2551989.
Download the official 2024 Form 5500 (PDF) for Brightland Homes, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brightland Homes, Ltd.'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 | $170K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SVCS | 41-0944586 | — | 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 HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $8.6M | 20.3% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $7.7M | 18.1% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.2M | 12.2% | |
| s * Principal Trust Company Principal Large Cap S&P 500 Idx N/R | Mutual Funds | — | — | $2.7M | 6.4% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.6M | 6.2% | |
| Inst Fund PGIM Investments, LLC PGIM Jennison Growth R6 Fund N/R | Other securities | — | — | $2.6M | 6.2% | |
| AllianceBernstein Holding AB Large Cap Growth Z Fund N/R | Other securities | — | — | $2.0M | 4.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.7M | 4.1% | |
| Fund Putnam Large Cap Value Fund | Mutual Funds | — | — | $1.0M | 2.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $796K | 1.9% | |
| Principal Trust Company Principal Diversified International N/R | Common Stocks | — | — | $722K | 1.7% | |
| Fund * Principal Trust Company Principal Mid Cap S&P 400 Idx R6 N/R | Common Collective Trusts | — | — | $716K | 1.7% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $685K | 1.6% | |
| Inst Fund American Funds American Funds New World R6 N/R | Mutual Funds | — | — | $640K | 1.5% | |
| Fund JPMorgan JP Morgan Mid Cap Growth R6 N/R | Other securities | — | — | $610K | 1.4% | |
| Fund PGIM Investments, LLC PGIM Total Return Bond R6 Fund N/R | Other securities | — | — | $539K | 1.3% | |
| Principal Trust Company Principal Small Cap S&P 600 Idx R6 N/R | Common Collective Trusts | — | — | $516K | 1.2% | |
| JPMorgan JP Morgan Small Cap Growth R6 N/R | Other securities | — | — | $341K | 0.8% | |
| Fund Columbia Management Columbia Small Cap Value II I3 N/R | Other securities | — | — | $284K | 0.7% | |
| Fund Victory Capital Management Victory Sycamore Est Value R6 N/R | Other securities | — | — | $273K | 0.6% | |
| Hartford Strategic Income Fund N/R | Other securities | — | — | $213K | 0.5% | |
| Company * Principal Global Investors Trust Principal Lifetime Hybrid Income N/R | Common Stocks | — | — | $151K | 0.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $151K | 0.4% | |
| (E) | Other securities | — | — | $96K | 0.2% | |
| Fund PGIM Investments, LLC PGIM High Yield R6 Fund N/R | Other securities | — | — | $96K | 0.2% | |
| BlackRock, Inc. BlackRock Strategic Global Bond K N/R | Common Stocks | — | — | $41K | <0.1% | |
| (E) | Other securities | — | $41K | $41K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $41K | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-0987232 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
