Leann Paulsen signed Square Grove LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Square Grove LLC's EIN is 20-0715079.
Download the official 2024 Form 5500 (PDF) for Square Grove LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Square Grove LLC's 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | — | SUN CITY, AZ | ADVISOR |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Franklin Moderate Allocation Fund R Mutual fund | Mutual Funds | — | — | $2.9M | 62.2% | |
| NYLI Winslow Large Cap Growth Fund R3 Mutual fund | Other securities | — | — | $279K | 6.0% | |
| Franklin Rising Dividends Fund R Mutual fund | Mutual Funds | — | — | $260K | 5.6% | |
| BlackRock Equity Dividend Fund R Mutual fund | Other securities | — | — | $226K | 4.9% | |
| Franklin Core Plus Bond Fund R Mutual fund | Mutual Funds | — | — | $175K | 3.8% | |
| AB Small Cap Growth Portfolio R Mutual fund | Other securities | — | — | $158K | 3.4% | |
| Invesco International Small-Mid Company Fund R Mutual fund | Mutual Funds | — | — | $145K | 3.1% | |
| Victory Sycamore Small Company Opportunity Fund R Mutual fund | Common Stocks | — | — | $142K | 3.0% | |
| PGIM HIGH YIELD - R | Registered Investment Companies | — | — | $90K | 1.9% | |
| Franklin Growth Allocation Fund R Mutual fund | Mutual Funds | — | — | $83K | 1.8% | |
| Participant Loans Interest rates: 5.25% - 10.50% - 0 - | Bonds / Notes | — | — | $59K | 1.3% | |
| Nuveen Real Estate Securities Fund A Mutual fund | Mutual Funds | — | — | $44K | 0.9% | |
| PIMCO Total Return Fund R Mutual fund | Mutual Funds | — | — | $35K | 0.8% | |
| Invesco EQV International Equity Fund R Mutual fund | Mutual Funds | — | — | $27K | 0.6% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $20K | 0.4% | |
| Franklin Conservative Allocation Fund R Mutual fund | Mutual Funds | — | — | $15K | 0.3% | |
| FRANKLIN CONSRVATV ALLOC R | Registered Investment Companies | — | — | $15K | 0.3% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
