Kevin English signed American Pet Resort, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Pet Resort, LLC's EIN is 83-0339925.
Download the official 2023 Form 5500 (PDF) for American Pet Resort, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)American Pet Resort, 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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 61-1495162 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan SmartRetirement Blend 2035 R6 Fun Mutual Fund | Other securities | — | — | $470K | 20.5% | |
| JP Morgan SmartRetirement Blend 2055 R6 Fun Mutual Fund | Other securities | — | — | $303K | 13.2% | |
| JP Morgan SmartRetirement Blend 2060 R6 Fun Mutual Fund | Other securities | — | — | $241K | 10.5% | |
| JP Morgan SmartRetirement Blend 2050 R6 Fun Mutual Fund | Other securities | — | — | $205K | 8.9% | |
| JP Morgan SmartRetirement Blend 2045 R6 Fun Mutual Fund | Other securities | — | — | $198K | 8.6% | |
| JP Morgan SmartRetirement Blend 2030 R6 Fun Mutual Fund | Other securities | — | — | $173K | 7.5% | |
| iShares S&P 500 Index K Fund Mutual Fund | Common Collective Trusts | — | — | $147K | 6.4% | |
| JP Morgan SmartRetirement Blend 2040 R6 Fun Mutual Fund | Other securities | — | — | $122K | 5.3% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $102K | 4.4% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $91K | 4.0% | |
| JP Morgan SmartRetirement Blend 2065 R6 Fun Mutual Fund | Other securities | — | — | $40K | 1.7% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $28K | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $24K | 1.1% | |
| JP Morgan US Equity R6 Fund Mutual Fund | Other securities | — | — | $18K | 0.8% | |
| JP Morgan Large Cap Growth R6 Fund Mutual Fund | Other securities | — | — | $13K | 0.6% | |
| American Century Mid-Cap Value R6 Fund Mutual Fund | Other securities | — | — | $12K | 0.5% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $12K | 0.5% | |
| American Century Small Cap Value R6 Fund Mutual Fund | Other securities | — | — | $11K | 0.5% | |
| Carillon Eagle Mid Cap Growth R6 Fund Mutual Fund | Other securities | — | — | $11K | 0.5% | |
| iShares MSCI EAFE International Index K Fund Mutual Fund | Other securities | — | — | $9K | 0.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $9K | 0.4% | |
| AB Small Cap Growth Portfolio Z Fund Mutual Fund | Other securities | — | — | $9K | 0.4% | |
| American Funds New Perspective R6 Fund Mutual Fund | Mutual Funds | — | — | $8K | 0.4% | |
| iShares Russell 2000 Small-Cap Index K Fund Mutual Fund | Common Collective Trusts | — | — | $7K | 0.3% | |
| JP Morgan Equity Income R6 Fund Mutual Fund | Other securities | — | — | $6K | 0.3% | |
| Cohen & Steers Real Estate Securities Z Fund Mutual Fund | Other securities | — | — | $6K | 0.2% | |
| iShares US Aggregate Bond Index K Fund Mutual Fund | Other securities | — | — | $4K | 0.2% | |
| American Funds Inflation Linked Bond R6 Fund Mutual Fund | Mutual Funds | — | — | $4K | 0.2% | |
| MFS International Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $4K | 0.2% | |
| Hartford International Opportunities R6 Fund Mutual Fund | Other securities | — | — | $3K | 0.2% | |
| American Funds New World R6 Fund Mutual Fund | Mutual Funds | — | — | $3K | 0.2% | |
| DFA International Small Company I Fund Mutual Fund | Mutual Funds | — | — | $3K | 0.2% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | 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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
