Jennifer Little signed Schuber Mitchell Homes PBC, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schuber Mitchell Homes PBC, Inc.'s EIN is 84-4858112.
Download the official 2024 Form 5500 (PDF) for Schuber Mitchell Homes PBC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schuber Mitchell Homes PBC, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP, 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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | 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.
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 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Value Index Adm Fund | Mutual Funds | — | $0 | $102.7M | 97.3% | |
| Stock - Employer Security | Other securities | — | $0 | $495K | 0.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $495K | 0.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $416K | 0.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $227K | 0.2% | |
| Vanguard Intl Value Inv Fund | Mutual Funds | — | $0 | $202K | 0.2% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $0 | $202K | 0.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $202K | 0.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $144K | 0.1% | |
| Prin LifeTime Hybr 2030 CIT Z | Common Collective Trusts | — | $0 | $139K | 0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $134K | 0.1% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | $0 | $134K | 0.1% | |
| Participant Loans | Participant loans | — | $0 | $82K | <0.1% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $62K | <0.1% | |
| JP Morgan Intl Equity R6 Fund | Other securities | — | $0 | $57K | <0.1% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $55K | <0.1% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $32K | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $32K | <0.1% | |
| JanusHenderson Triton N | Other securities | — | $0 | $29K | <0.1% | |
| iShs US Agg Bond Index K Fund | Other securities | — | $0 | $28K | <0.1% | |
| Cash - Interest Bearing Cash | Cash / Money Market | — | $0 | $28K | <0.1% | |
| Prin LifeTime Hybr 2055 CIT Z | Common Collective Trusts | — | $0 | $26K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $26K | <0.1% | |
| Prin LifeTime Hybr 2050 CIT Z | Common Collective Trusts | — | $0 | $26K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $26K | <0.1% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $14K | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $14K | <0.1% | |
| Fidelity Adv Sm Cap Val Z Fund | Mutual Funds | — | $0 | $14K | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $14K | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $10K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $9K | <0.1% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | $0 | $9K | <0.1% | |
| DFA Infl Protected Sec I Fund | Mutual Funds | — | $0 | $9K | <0.1% | |
| PGIM High Yield R6 Fund | Other securities | — | $0 | $9K | <0.1% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $7K | <0.1% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $1K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $1K | <0.1% | |
| Virtus NFJ MidCap Val R6 Fd | Other securities | — | $0 | $319 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |
