John Ansay signed Child Trends, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Child Trends, Inc.'s EIN is 13-2982969.
Download the official 2024 Form 5500 (PDF) for Child Trends, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Child Trends, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 403(b) annuity, 403(b) custodial accounts.
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 | $105K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC-RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * Principal Funds, Inc. LifeTime 2045 | Common Stocks | — | — | $4.4M | 8.7% | |
| Principal Funds, Inc. LifeTime 2050 | Common Stocks | — | — | $4.1M | 8.1% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $4.1M | 8.0% | |
| Principal Funds, Inc. LifeTime 2035 | Common Stocks | — | — | $3.9M | 7.7% | |
| Principal Funds, Inc. LifeTime 2055 | Common Stocks | — | — | $3.9M | 7.6% | |
| Non-FBR Insurance Annuity Contract * TIAA Traditional Annuity | Mutual Funds | — | — | $3.3M | 6.5% | |
| Principal Funds, Inc. LifeTime 2040 | Common Stocks | — | — | $3.0M | 5.8% | |
| Variable Annuity Contracts * CREF Stock | Mutual Funds | — | — | $2.9M | 5.7% | |
| Principal Funds, Inc. LifeTime 2060 | Common Stocks | — | — | $2.9M | 5.6% | |
| CREF Growth | Mutual Funds | — | — | $2.8M | 5.5% | |
| CREF Equity Index | Common Collective Trusts | — | — | $1.6M | 3.2% | |
| CREF Social Choice | Mutual Funds | — | — | $1.2M | 2.4% | |
| Nuveen Large Cap Value Index | Mutual Funds | — | — | $1.2M | 2.4% | |
| Principal Funds, Inc. LifeTime 2030 | Common Stocks | — | — | $1.2M | 2.3% | |
| Principal Funds, Inc. LifeTime 2020 | Common Stocks | — | — | $1.2M | 2.3% | |
| CREF Global Equities | Mutual Funds | — | — | $1.1M | 2.1% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $841K | 1.7% | |
| FBR Insurance Annuity Contracts * TIAA Traditional Annuity | Mutual Funds | — | — | $822K | 1.6% | |
| DFA US Large Cap Growth | Mutual Funds | — | — | $608K | 1.2% | |
| Principal Funds, Inc. LifeTime 2065 | Common Stocks | — | — | $599K | 1.2% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $536K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $531K | 1.0% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $519K | 1.0% | |
| American Funds New Perspective | Mutual Funds | — | — | $471K | 0.9% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $467K | 0.9% | |
| Principal Funds, Inc. LifeTime 2025 | Common Stocks | — | — | $402K | 0.8% | |
| Nuveen International Equity Index | Common Collective Trusts | — | — | $343K | 0.7% | |
| Calvert Balanced | Other securities | — | — | $328K | 0.6% | |
| CREF Core Bond | Mutual Funds | — | — | $318K | 0.6% | |
| Columbia Small Cap Growth | Other securities | — | — | $267K | 0.5% | |
| DFA Inflation-Protected Securities | Mutual Funds | — | — | $170K | 0.3% | |
| CREF Money Market | Mutual Funds | — | — | $170K | 0.3% | |
| Registered Investment Companies - continued American Funds New World | Mutual Funds | — | — | $144K | 0.3% | |
| Principal Funds, Inc. Real Estate Securities | Common Stocks | — | — | $136K | 0.3% | |
| Principal Funds, Inc. Lifetime Strategic Income | Common Stocks | — | — | $135K | 0.3% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $130K | 0.3% | |
| Eaton Vance Atlanta Capital SMID-Cap | Other securities | — | — | $115K | 0.2% | |
| American Beacon Small Cap Value | Other securities | — | — | $81K | 0.2% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $66K | 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 |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE | 39-1816008 | — | CONTRACT ADMINISTRATOR | $0 | — |
