Whitney Guzman signed Mike Thompson Recreational Vehicles' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mike Thompson Recreational Vehicles' EIN is 95-2838334.
Download the official 2024 Form 5500 (PDF) for Mike Thompson Recreational Vehicles from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mike Thompson Recreational Vehicles' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.5M | 15.3% | |
| Principal Stable Value Z Fund | Stable Value | — | — | $3.5M | 15.3% | |
| Notes receivable from participants | Other securities | — | — | $2.7M | 11.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.7M | 11.8% | |
| Voya Intermediate Bond A Fund | Other securities | — | — | $1.7M | 7.5% | |
| MFS Value R3 Fund | Mutual Funds | — | — | $1.6M | 7.2% | |
| Janus Henderson Entrprs AMFS International Diversification R3 Fund | Mutual Funds | — | — | $1.4M | 6.0% | |
| MFS International Growth R4 Fund | Mutual Funds | — | — | $1.1M | 4.8% | |
| Principal Large Cap S&P 500 Index | Common Collective Trusts | — | — | $843K | 3.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $843K | 3.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $828K | 3.6% | |
| American Funds Target Retirement 2020 | Mutual Funds | — | — | $825K | 3.6% | |
| Principal U.S. Property | Other securities | — | — | $704K | 3.1% | |
| American Funds Target Retirement 2060 | Mutual Funds | — | — | $678K | 3.0% | |
| Legg Mason ClearBridge Lg Cap Gr A Fund | Other securities | — | — | $616K | 2.7% | |
| Principal Small Cap Growth I | Other securities | — | — | $583K | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $583K | 2.6% | |
| Principal Mid Cap S&P 400 Index | Other securities | — | — | $457K | 2.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $457K | 2.0% | |
| American Funds Target Retirement 2040 | Mutual Funds | — | — | $440K | 1.9% | |
| American Funds Target Retirement 2035 | Mutual Funds | — | — | $426K | 1.9% | |
| American Funds Target Retirement 2025 | Mutual Funds | — | — | $424K | 1.9% | |
| Alliance Bernstein Global Bond A Fund | Other securities | — | — | $411K | 1.8% | |
| American Funds Target Retirement 2045 | Mutual Funds | — | — | $396K | 1.7% | |
| American Funds Target Retirement 2010 | Mutual Funds | — | — | $361K | 1.6% | |
| American Funds Target Retirement 2030 | Mutual Funds | — | — | $354K | 1.6% | |
| American Funds Target Retirement 2065 | Mutual Funds | — | — | $313K | 1.4% | |
| Principal Small Cap S&P 600 Index | Other securities | — | — | $282K | 1.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $282K | 1.2% | |
| Wells Fargo Allspring Spec M Cap Value R6 | Other securities | — | — | $149K | 0.7% | |
| American Funds Target Retirement 2015 | Mutual Funds | — | — | $145K | 0.6% | |
| American Funds Target Retirement 2055 | Mutual Funds | — | — | $124K | 0.5% | |
| American Funds Target Retirement 2050 | Mutual Funds | — | — | $82K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
