Mary Shaw signed View Homes Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
View Homes Incorporated's EIN is 81-4180101.
Download the official 2024 Form 5500 (PDF) for View Homes Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)View Homes 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 | $42K | — |
| 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.
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 |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.8M | 22.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.9M | 15.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 10.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 8.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $851K | 7.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $800K | 6.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $635K | 5.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $601K | 4.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $366K | 3.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $272K | 2.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $194K | 1.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $173K | 1.4% | |
| 10.50%, maturity dates through October 2029 | Bonds / Notes | — | — | $171K | 1.4% | |
| T.Rowe Price T.Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $128K | 1.1% | |
| JP Morgan JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $123K | 1.0% | |
| Invesco Discovery R6 Fund | Mutual Funds | — | — | $120K | 1.0% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $109K | 0.9% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $96K | 0.8% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $90K | 0.7% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $76K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $74K | 0.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $64K | 0.5% | |
| Goldman Sachs Goldman Sachs Small Cap Value Insights R6 Fund | Other securities | — | — | $37K | 0.3% | |
| Fidelity Advisor Div Intl Z Fund | Mutual Funds | — | — | $32K | 0.3% | |
| American Century American Century Mid-Cap Value R6 Fund | Other securities | — | — | $26K | 0.2% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $24K | 0.2% | |
| Pioneer Bond K Fund | Other securities | — | — | $10K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z Fund | Other securities | — | — | $10K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
