Manette Quiamzon signed Blue Heron Companies, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Heron Companies, LLC's EIN is 86-1125471.
Download the official 2023 Form 5500 (PDF) for Blue Heron Companies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Blue Heron Companies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $275 | — |
| 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.
| % of plan | |||
|---|---|---|---|
| PRIN INTL SMALLCAP SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | $0 | — |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $0 | — |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $0 | — |
| PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $0 | — |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $0 | — |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $0 | — |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $0 | — |
| PRIN MIDCAP GROWTH SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2020 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2030 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2040 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2050 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME STRAT INC SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $0 | — |
| PRIN REAL ESTATE SECS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $0 | — |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $0 | — |
| PRIN SMALLCAP VALUE II SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2015 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2025 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2035 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2045 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2055 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | $0 | — |
| PRIN CORE FIX INC SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | $0 | — |
| PRIN LIFETM 2070 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | $0 | — |
| PRIN INTL EQUITY INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2060 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $0 | — |
| PRIN HIGH YIELD SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2065 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | $0 | — |
| PRIN LARGECAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
