LISA ELG signed American Restoration Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Restoration Operations, LLC's EIN is 83-4557063.
Download the official 2024 Form 5500 (PDF) for American Restoration Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Restoration Operations, 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 | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Rmt 2035 Inv Fund | Mutual Funds | — | — | $4.2M | 14.7% | |
| Vanguard Group Vanguard Target Rmt 2045 Inv Fund | Mutual Funds | — | — | $3.7M | 13.1% | |
| Vanguard Group Vanguard Target Rmt 2040 Inv Fund | Mutual Funds | — | — | $3.2M | 11.3% | |
| Vanguard Group Vanguard Target Rmt 2050 Inv Fund | Mutual Funds | — | — | $2.6M | 9.3% | |
| Vanguard Group Vanguard Target Rmt 2030 Inv Fund | Mutual Funds | — | — | $2.2M | 7.7% | |
| Vanguard Group Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $2.1M | 7.4% | |
| Vanguard Group Vanguard Target Rmt 2025 Inv Fund | Mutual Funds | — | — | $2.0M | 7.2% | |
| Vanguard Group Vanguard Target Rmt 2055 Inv Fund | Mutual Funds | — | — | $1.6M | 5.5% | |
| Vanguard Group Vanguard Target Rmt 2060 Inv Fund | Mutual Funds | — | — | $940K | 3.3% | |
| Morley Capital Management Morley Stable Value Fund | Stable Value | — | — | $846K | 3.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $785K | 2.8% | |
| Vanguard Group Vanguard Target Rmt 2020 Inv Fund | Mutual Funds | — | — | $701K | 2.5% | |
| JPMorgan Investment Mgmt. Inc. JPMorgan Mid Cap Growth R6 Fund | Common Stocks | — | — | $616K | 2.2% | |
| AB LP AB Large Cap Growth Z Fund | Other securities | — | — | $546K | 1.9% | |
| Vanguard Group Vanguard Sm Cap Gr Idx Adm Fund | Common Collective Trusts | — | — | $520K | 1.8% | |
| Participants** Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $493K | 1.7% | |
| Massachusetts Financial Svc Co MFS Value R6 Fund | Mutual Funds | — | — | $375K | 1.3% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fund | Mutual Funds | — | — | $290K | 1.0% | |
| Allspring Global Investments Allspring Spec M Cap Value R6 | Other securities | — | — | $172K | 0.6% | |
| PIMCO Institutional Fund | Mutual Funds | — | — | $157K | 0.6% | |
| MFS Investment Management MFS Intl Growth R6 Fund | Mutual Funds | — | — | $139K | 0.5% | |
| BlackRock Advisors, LLC iShares US Aggregate Bond Index K Fund | Other securities | — | — | $128K | 0.5% | |
| Vanguard Group Vanguard Target Rmt 2065 Inv Fund | Mutual Funds | — | — | $124K | 0.4% | |
| Principal Life Insurance Company** LgCap S&P 500 Index Sep Acct | Pooled Separate Accounts | — | — | $116K | 0.4% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $116K | 0.4% | |
| Vanguard Group Vanguard Ttl Intl Stk Idx Adm Fund | Common Collective Trusts | — | — | $95K | 0.3% | |
| Fidelity Management & Research Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $73K | 0.3% | |
| Principal Real Estate Inv** Real Estate Securities R6 Fund | Other securities | — | — | $59K | 0.2% | |
| Vanguard Group Vanguard Target Rmt Inc Inv Fund | Mutual Funds | — | — | $54K | 0.2% | |
| Principal Life Insurance Company** Fully benefit-responsive unallocated contract - Guaranteed option | Common Stocks | — | — | $52K | 0.2% | |
| Capital Research and Mgmt Co American Funds NewWorld R6 | Mutual Funds | — | — | $51K | 0.2% | |
| Franklin Mutual Advisors, LLC Franklin Small Cap Value R6 Fund | Mutual Funds | — | — | $49K | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $34K | 0.1% | |
| Vanguard Group Vanguard Target Rmt 2070 Inv Fund | Mutual Funds | — | — | $23K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $21K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $19K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $18K | <0.1% | |
| John Hancock Investment Management John Hancock Bond R6 Fund | Other securities | — | — | $17K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $16K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% |
