LOU LOR signed GAIA International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GAIA International, Inc.'s EIN is 20-8246004.
Download the official 2024 Form 5500 (PDF) for GAIA International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GAIA International, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | 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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIRE ADV 2035 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $2.1M | 15.9% | |
| T. Rowe Price Large Cap Growth I R6 Fund Mutual fund | Other securities | — | — | $1.6M | 12.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.3M | 10.3% | |
| PRINCIPAL STABLE VALUE INST PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $751K | 5.8% | |
| PUTNAM RETIRE ADV 2050 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $691K | 5.3% | |
| PUTNAM RETIRE ADV 2045 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $678K | 5.2% | |
| PUTNAM RETIRE ADV 2030 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $561K | 4.3% | |
| American Funds EuroPacific Growth R6 Fund Mutual fund | Mutual Funds | — | — | $559K | 4.3% | |
| PUTNAM RETIRE ADV 2040 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $541K | 4.2% | |
| PUTNAM RETIREMT ADV MATURITY X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $536K | 4.1% | |
| PUTNAM RETIRE ADV 2025 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $341K | 2.6% | |
| MFS Value R3 Fund Mutual fund | Mutual Funds | — | — | $324K | 2.5% | |
| Vanguard FTSE Soc Index Adm Fund Mutual fund | Mutual Funds | — | — | $281K | 2.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $268K | 2.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $248K | 1.9% | |
| Vanguard Total Intl Stock Index Adm Fund Mutual fund | Mutual Funds | — | — | $248K | 1.9% | |
| PUTNAM RETIRE ADV 2055 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $220K | 1.7% | |
| MassMutual Mid Cap Gr I Fund Mutual fund | Other securities | — | — | $211K | 1.6% | |
| Vanguard Int-Term Bond Index Adm Fund Mutual fund | Mutual Funds | — | — | $199K | 1.5% | |
| Principal SmallCap Value II R6 Fund Mutual fund | Other securities | — | — | $197K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $182K | 1.4% | |
| Parnassus Value Equity Inst Fund Mutual fund | Other securities | — | — | $166K | 1.3% | |
| with various maturities through August * Notes receivable from participants 2035 - | Other securities | — | — | $149K | 1.1% | |
| PUTNAM RETIRE ADV 2060 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $124K | 1.0% | |
| JP Morgan MidCap Val R5 Fund Mutual fund | Other securities | — | — | $120K | 0.9% | |
| T. Rowe Price Intl Disc I Fund Mutual fund | Other securities | — | — | $116K | 0.9% | |
| (E) | Other securities | — | $66K | $76K | 0.6% | |
| Principal Real Estate Securities R6 Fund Mutual fund | Other securities | — | — | $76K | 0.6% | |
| PIMCO Income Institutional Fund Mutual fund | Mutual Funds | — | — | $70K | 0.5% | |
| JP Morgan Small Cap Growth R6 Fund Mutual fund | Other securities | — | — | $66K | 0.5% | |
| PUTNAM RETIRE ADV 2065 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $23K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
