Laurie Reguera signed Midpen Property Management Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midpen Property Management Corp.'s EIN is 94-1738105.
Download the official 2024 Form 5500 (PDF) for Midpen Property Management Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midpen Property Management Corp.'s plan includes 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 | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | — | $7.2M | 14.6% | |
| Vanguard Group | Mutual Funds | — | — | $6.3M | 12.8% | |
| Vanguard Group | Mutual Funds | — | — | $6.2M | 12.6% | |
| Vanguard Group | Mutual Funds | — | — | $3.9M | 8.0% | |
| Vanguard Group | Mutual Funds | — | — | $3.9M | 7.9% | |
| Vanguard Group | Mutual Funds | — | — | $2.8M | 5.7% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.8M | 5.6% | |
| Vanguard Group | Mutual Funds | — | — | $2.3M | 4.6% | |
| Vanguard Group | Mutual Funds | — | — | $1.9M | 3.9% | |
| Vanguard Group | Mutual Funds | — | — | $1.8M | 3.7% | |
| Vanguard Group | Mutual Funds | — | — | $1.7M | 3.4% | |
| Vanguard Group | Mutual Funds | — | — | $1.3M | 2.6% | |
| Vanguard Group | Mutual Funds | — | — | $1.1M | 2.2% | |
| TIAA Investments | Mutual Funds | — | — | $976K | 2.0% | |
| Conestoga Capital Advisors | Other securities | — | — | $970K | 2.0% | |
| Harbor | Other securities | — | — | $792K | 1.6% | |
| TIAA Investments | Mutual Funds | — | — | $565K | 1.1% | |
| Vanguard Group | Mutual Funds | — | — | $495K | 1.0% | |
| Vanguard Group | Mutual Funds | — | — | $456K | 0.9% | |
| Vanguard Group | Mutual Funds | — | — | $337K | 0.7% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $287K | 0.6% | |
| Baird | Other securities | — | — | $284K | 0.6% | |
| Dodge and Cox Funds | Mutual Funds | — | — | $234K | 0.5% | |
| TIAA Investments | Mutual Funds | — | — | $232K | 0.5% | |
| Northern Institutional Funds | Other securities | — | — | $176K | 0.4% | |
| MFS Investment Management | Mutual Funds | — | — | $124K | 0.3% | |
| The American Funds | Mutual Funds | — | — | $79K | 0.2% | |
| Vanguard Group | Mutual Funds | — | — | $76K | 0.2% | |
| Vanguard Group | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP | 20-0361079 | — | INVESTMENT ADVISORY | $28K | — |
