Emily Parker signed Blend360 LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blend360 LLC's EIN is 81-3865356.
Download the official 2024 Form 5500 (PDF) for Blend360 LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blend360 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 94-1671384 | — | INVESTMENT ADVISORY | $42K | — |
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 Trust Company Guaranteed Option | Common Stocks | — | — | $2.2M | 15.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $2.2M | 15.1% | |
| Principal Global Investors Principal Core Fixed Income | Other securities | — | — | $2.1M | 14.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.1M | 14.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.0M | 13.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.5M | 10.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.4M | 9.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.1M | 7.3% | |
| Franklin Mutual Advisers Franklin Small Cap Value R6 Fund | Mutual Funds | — | — | $745K | 5.0% | |
| Janus Henderson Janus Henderson Enter N Fund | Mutual Funds | — | — | $600K | 4.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $331K | 2.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $200K | 1.3% | |
| Fidelity Adv International Cap App Z Fund | Mutual Funds | — | — | $82K | 0.6% | |
| PIMCO Real Return Institutional Fund | Mutual Funds | — | — | $66K | 0.4% | |
| Massachusetts Financial MFS MidCap Value R6 Fund | Mutual Funds | — | — | $60K | 0.4% | |
| Janus Henderson Janus Henderson Balanced N Fund | Mutual Funds | — | — | $53K | 0.4% | |
| Nationwide Asset Management Nationwide Geneva Small Cap Growth R6 Fund | Other securities | — | — | $52K | 0.4% | |
| Participants 8.75% - 9.50% maturing through 2029 | Bonds / Notes | — | — | $43K | 0.3% | |
| Capital Research and Mgmt American Funds NewWorld R6 Fund | Mutual Funds | — | — | $38K | 0.3% | |
| Pioneer Strategic Income K Fund | Other securities | — | — | $27K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z Fund | Other securities | — | — | $17K | 0.1% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
