Evgeny Samoylov signed Blue Compass RV, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Compass RV, LLC's EIN is 86-1629583.
Download the official 2024 Form 5500 (PDF) for Blue Compass RV, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Compass RV, 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 | $116K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RTMT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $2.9M | 12.3% | |
| VANGUARD TRGT RTMT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $2.6M | 11.2% | |
| VANGUARD TARGET RTMT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $2.2M | 9.2% | |
| VANGUARD TARGET RTMT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.6% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.0M | 8.6% | |
| VANGUARD TARGET RTMT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.0% | |
| VANGUARD TARGET RTMT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.0% | |
| Harbor Capital Appreciation Ret Fund | Other securities | — | — | $1.2M | 5.3% | |
| VANGUARD TARGET RTMT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.1% | |
| VANGUARD TARGET RTMT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.3% | |
| VANGUARD TARGET RTMT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $987K | 4.2% | |
| Participants Loans Interest (4.25% - 9.50%) | Bonds / Notes | — | — | $753K | 3.2% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $572K | 2.4% | |
| VANGUARD TARGET RTMT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $390K | 1.7% | |
| John Hancock Funds Disciplined Value Fund Class R6 | Other securities | — | — | $354K | 1.5% | |
| MFS International Intrinsic Value Fund R6 | Mutual Funds | — | — | $312K | 1.3% | |
| Metropolitan West Total Bond Market Iondex Fund Admiral Shares | Other securities | — | — | $293K | 1.3% | |
| Vanguard Extend Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $256K | 1.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $247K | 1.1% | |
| MFS New Discovery Value Fund R5 | Mutual Funds | — | — | $213K | 0.9% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $203K | 0.9% | |
| Principal Small Cap Growth I Fund R6 | Other securities | — | — | $180K | 0.8% | |
| JP Morgan Mid Cap Value Fund Class R6 | Other securities | — | — | $124K | 0.5% | |
| Dodge and Cox Income X Fund | Mutual Funds | — | — | $42K | 0.2% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $40K | 0.2% | |
| (E) | Other securities | — | — | $14K | <0.1% | |
| Common Collective Trusts Vanguard Target Retirement Institutional | Common Collective Trusts | — | — | $14K | <0.1% | |
| VANGUARD TRGT RTMT INC TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
