Abigail Chamorro signed Monterey Mushrooms, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monterey Mushrooms, LLC's EIN is 77-0185497.
Download the official 2024 Form 5500 (PDF) for Monterey Mushrooms, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monterey Mushrooms, LLC'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 | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option Fund Guaranteed Fund | Other securities | — | — | $8.9M | 25.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.6M | 12.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.3M | 9.2% | |
| Fidelity Total Bond Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 6.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.1M | 5.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.7M | 4.8% | |
| Columbia Dividend Income Advisor Fund Mutual Fund | Other securities | — | — | $1.5M | 4.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 4.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.3M | 3.6% | |
| Janus Henderson Enterprise Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 3.1% | |
| Fidelity Advisor International Capital Mutual Fund | Mutual Funds | — | — | $884K | 2.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $758K | 2.1% | |
| State Street Midcap Index Securities * Lending Series XIV Fund Collective Investment Fund | Common Collective Trusts | — | — | $739K | 2.1% | |
| SSGA SP MCP ID SEC LND SRS XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $739K | 2.1% | |
| participants 9.50% | Bonds / Notes | — | — | $647K | 1.8% | |
| AB US Large Cap Growth CIT Fund Collective Investment Fund | Common Collective Trusts | — | — | $572K | 1.6% | |
| AB US LG CP GTH CIT W SER G GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $572K | 1.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $495K | 1.4% | |
| ClearBridge Small Cap Growth Fund Mutual Fund | Other securities | — | — | $436K | 1.2% | |
| Allspring Special Small Cap Value Fund Mutual Fund | Other securities | — | — | $409K | 1.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $377K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $332K | 0.9% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $275K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $272K | 0.8% | |
| Allspring Global Investments Fund Collective Investment Fund | Common Collective Trusts | — | — | $225K | 0.6% | |
| ALLSPRING SPEC MC VAL MD CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $225K | 0.6% | |
| Invesco EQV Emerging Markets All Cap Fd Mutual Fund | Mutual Funds | — | — | $155K | 0.4% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $118K | 0.3% | |
| PGIM Global Total Return Fund Mutual Fund | Other securities | — | — | $111K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $107K | 0.3% | |
| (E) | Other securities | — | — | $78K | 0.2% | |
| Fidelity Government Income Fund Mutual Fund | Mutual Funds | — | — | $78K | 0.2% | |
| Principal LifeTime Hybrid Income Fund Collective Investment Fund | Common Collective Trusts | — | — | $54K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $54K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $35K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $60K | — |
