Alexis Lindberg signed Webb Landscape Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Webb Landscape Inc.'s EIN is 84-1388779.
Download the official 2024 Form 5500 (PDF) for Webb Landscape Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Webb Landscape Inc.'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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| America Funds 2030 Target Retirement Mutual Fund N/A | Other securities | — | — | $622K | 16.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $407K | 10.5% | |
| America Funds 2045 Target Retirement Mutual Fund N/A | Other securities | — | — | $379K | 9.8% | |
| America Funds 2025 Target Retirement Mutual Fund N/A | Other securities | — | — | $377K | 9.7% | |
| America Funds 2040 Target Retirement Mutual Fund N/A | Other securities | — | — | $364K | 9.4% | |
| America Funds 2050 Target Retirement Mutual Fund N/A | Other securities | — | — | $229K | 5.9% | |
| Vanguard 500 Index Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $227K | 5.9% | |
| Maturing 2025 - 2029 at * Participant Loans interest rates of 5%-9% $- | Bonds / Notes | — | — | $220K | 5.7% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund N/A | Other securities | — | — | $174K | 4.5% | |
| America Funds 2015 Target Retirement Mutual Fund N/A 27 America Funds 2020 Target Retirement Mutual Fund N/A | Other securities | — | — | $149K | 3.8% | |
| America Funds 2035 Target Retirement Mutual Fund N/A | Other securities | — | — | $98K | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $83K | 2.1% | |
| Loomis Sayles Core Plus Bond N Mutual Fund N/A | Other securities | — | — | $74K | 1.9% | |
| American Funds NewWorld R6 Mutual Fund N/A | Mutual Funds | — | — | $69K | 1.8% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $58K | 1.5% | |
| TIAA-CREF LargeCap VI Index Mutual Fund N/A | Mutual Funds | — | — | $57K | 1.5% | |
| America Funds 2055 Target Retirement Mutual Fund N/A | Other securities | — | — | $56K | 1.4% | |
| America Funds 2060 Target Retirement Mutual Fund N/A | Other securities | — | — | $47K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $47K | 1.2% | |
| Victory Sycamore Est Val R6 Mutual Fund N/A | Other securities | — | — | $43K | 1.1% | |
| America Funds 2065 Target Retirement Mutual Fund N/A | Other securities | — | — | $24K | 0.6% | |
| American Funds International Growth & Mutual Fund N/A | Mutual Funds | — | — | $23K | 0.6% | |
| America Funds 2010 Target Retirement Mutual Fund N/A | Other securities | — | — | $23K | 0.6% | |
| DFA International Small Company 1 Mutual Fund N/A | Mutual Funds | — | — | $21K | 0.5% | |
| Vanguard SmallCap Admiral Mutual Fund N/A | Mutual Funds | — | — | $17K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
