David BOOT signed Pieper-Olson VET Hospital, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pieper-Olson VET Hospital, LLC's EIN is 06-1155979.
Download the official 2024 Form 5500 (PDF) for Pieper-Olson VET Hospital, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pieper-Olson VET Hospital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ASCENSUS TRUST | 45-0404698 | — | CONTRACT ADMINISTRATOR | $71K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1270780 |
| — |
| INVESTMENT ADVISORY |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Principal Life Insurance company Principal Large-Cap S&P 500 Index Fund | Pooled Separate Accounts | — | — | $9.5M | 37.3% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $9.5M | 37.3% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $3.1M | 12.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $2.5M | 9.7% | |
| Principal Life Insurance company Principal Mid-Cap S&P 400 Index Fund | Common Collective Trusts | — | — | $1.8M | 7.2% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.8M | 7.2% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $1.7M | 6.7% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.6M | 6.4% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.6M | 6.2% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.2% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $1.1M | 4.2% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $405K | 1.6% | |
| Self-directed brokerage account * Schwab Personal Choice Retirement Account Various Investments | Self-Directed Brokerage | — | — | $190K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $180K | 0.7% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $132K | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $93K | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $93K | 0.4% | |
| (E) | Other securities | — | — | $80K | 0.3% | |
| various dates, secured by participant account balances | Other securities | — | — | $80K | 0.3% | |
| Fidelity Investments Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $60K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $54K | 0.2% | |
| Great Gray Trust Company AB U.S. Large-Cap Growth Fund | Common Stocks | — | — | $50K | 0.2% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $50K | 0.2% | |
| (E) | Other securities | — | — | $50K | 0.2% | |
| Fidelity Investments Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $49K | 0.2% | |
| (E) | Other securities | — | $21K | $30K | 0.1% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $30K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $25K | <0.1% | |
| Principal Funds, Inc. Principal Mid-Cap Fund | Common Stocks | — | — | $21K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Invesco Discovery R6 Fund | Mutual Funds | — | — | $8K | <0.1% | |
| John Hancock John Hancock Disciplined Value Mid-Cap Fund | Other securities | — | — | $6K | <0.1% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $4K | <0.1% | |
| JOHN HANCOCK CR PL FX IN TR I2 JOHN HANCOCK TRUST COMPANY · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $396 | <0.1% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $247 | <0.1% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $194 | <0.1% |
