LISA Shiflett signed Habitat for Humanity International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Habitat for Humanity International, Inc.'s EIN is 91-1914868.
Download the official 2024 Form 5500 (PDF) for Habitat for Humanity International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Habitat for Humanity International, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | $212K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY CONSULTING GROUP | 33-0818667 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | $0 | $12.1M | 12.9% | |
| DFA Global Real Estate Sc I Fd | Registered Investment Companies | — | $0 | $10.5M | 11.1% | |
| BlackRock Lfpth Indx 2045 K Fd | Registered Investment Companies | — | $0 | $8.5M | 9.1% | |
| BlackRock Lfpth Indx 2040 K Fd | Registered Investment Companies | — | $0 | $7.1M | 7.6% | |
| BrandywineGLBL Glbl Opps Bd IS | Registered Investment Companies | — | $0 | $7.0M | 7.4% | |
| Parnassus Core Equity I Fund | Registered Investment Companies | — | $0 | $6.0M | 6.4% | |
| BlackRock Lfpth Indx 2030 K Fd | Registered Investment Companies | — | $0 | $4.5M | 4.8% | |
| BlackRock Lfpth Indx 2050 K Fd | Registered Investment Companies | — | $0 | $3.9M | 4.2% | |
| Insurance Company GeneralPrin Fixed Income non 401(a) | Common Stocks | — | $0 | $3.8M | 4.1% | |
| BlackRock Lfpth Indx 2055 K Fd | Registered Investment Companies | — | $0 | $3.7M | 3.9% | |
| Vanguard Equity-Inc Adm Fund | Registered Investment Companies | — | $0 | $3.4M | 3.6% | |
| Carillon Eagle MidCaGwth R6 Fd | Registered Investment Companies | — | $0 | $3.1M | 3.3% | |
| BlackRock Lfpth Indx 2035 K Fd | Registered Investment Companies | — | $0 | $2.9M | 3.1% | |
| Victory Syca Sm Co Opp R6 Fund | Registered Investment Companies | — | $0 | $2.6M | 2.8% | |
| Vanguard Sm Cap Index Adm Fund | Registered Investment Companies | — | $0 | $2.4M | 2.6% | |
| Wasatch Core Growth Inst Fund | Registered Investment Companies | — | $0 | $2.0M | 2.1% | |
| Vanguard Mid Cap Index Adm Fd | Registered Investment Companies | — | $0 | $1.8M | 1.9% | |
| BlackRock Lfpth Ind Rtrmt K Fd | Registered Investment Companies | — | $0 | $1.7M | 1.8% | |
| MFS Growth R6 Fund | Registered Investment Companies | — | $0 | $1.5M | 1.6% | |
| Victory Sycamore Est Val R6 Fd | Registered Investment Companies | — | $0 | $1.4M | 1.5% | |
| DFA Emerg Mkt Core Eqty I Fd | Registered Investment Companies | — | $0 | $1.1M | 1.1% | |
| BlackRock Lfpth Idx 2065 K Fd | Registered Investment Companies | — | $0 | $910K | 1.0% | |
| Fidelity 500 Index Fund | Registered Investment Companies | — | $0 | $813K | 0.9% | |
| Fidelity Total Int Idx Fund | Registered Investment Companies | — | $0 | $697K | 0.7% | |
| Baird Core Plus Bond I Fund | Registered Investment Companies | — | $0 | $277K | 0.3% | |
| BlackRock Lfpth Idx 2060 K Fd | Registered Investment Companies | — | $0 | $161K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Registered Investment Companies | — | $0 | $45K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
