Rhonda Gregoire signed Hello! Destination Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hello! Destination Management, LLC's EIN is 83-1460166.
Download the official 2024 Form 5500 (PDF) for Hello! Destination Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hello! Destination Management, 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 | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $4.3M | 18.9% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $2.9M | 12.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.9M | 12.6% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $2.4M | 10.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.4M | 10.7% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $2.2M | 9.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.2M | 9.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.9M | 8.6% | |
| PRIN BLUE CHIP SA-Z | Common Stocks | — | $0 | $1.9M | 8.6% | |
| Prin LifeTime Hybr 2020 CIT Z | Common Collective Trusts | — | $0 | $1.7M | 7.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.7M | 7.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z | Common Collective Trusts | — | $0 | $1.4M | 6.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.4M | 6.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $1.2M | 5.2% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $787K | 3.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $720K | 3.2% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $429K | 1.9% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | $0 | $327K | 1.4% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $277K | 1.2% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | $0 | $250K | 1.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $250K | 1.1% | |
| Metropolitan Wt Tl Rtn Bd Plan | Other securities | — | $0 | $233K | 1.0% | |
| Prin LifeTime Hybr 2055 CIT Z | Common Collective Trusts | — | $0 | $179K | 0.8% | |
| Participant Loans | Participant loans | — | $0 | $175K | 0.8% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | $0 | $159K | 0.7% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $136K | 0.6% | |
| Prin LifeTime Hybr 2050 CIT Z | Common Collective Trusts | — | $0 | $136K | 0.6% | |
| JOHN HANCOCK DISC VL R6 FUND | Other securities | — | $0 | $128K | 0.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $112K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $111K | 0.5% | |
| Prin LifeTime Hybr 2015 CIT Z | Common Collective Trusts | — | $0 | $111K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $111K | 0.5% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $110K | 0.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $97K | 0.4% | |
| FIDELITY ADV EQ GROWTH Z FUND | Mutual Funds | — | $0 | $97K | 0.4% | |
| American Beacon Int Eq R5 Fd | Other securities | — | $0 | $89K | 0.4% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $78K | 0.3% | |
| Prin LifeTime Hybr 2025 CIT Z | Common Collective Trusts | — | $0 | $67K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $67K | 0.3% | |
| AMER FUND CAP WLD BND R6 FUND | Other securities | — | $0 | $52K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $43K | 0.2% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | $0 | $28K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $28K | 0.1% | |
| iShares MSCI EAFE Int Idx K Fd | Common Collective Trusts | — | $0 | $27K | 0.1% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $10K | <0.1% | |
| Vanguard Hi-Yld Corp Adm Fund | Mutual Funds | — | $0 | $6K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% | |
| DFA US Large Cap Value I Fd | Mutual Funds | — | $0 | $2K | <0.1% | |
| PRINCIPAL GOV MONEY MKT R6 FD | Cash / Money Market | — | $0 | $285 | <0.1% |
