Kimberly SAKA signed American Osteopathic Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Osteopathic Association's EIN is 36-2170786.
Download the official 2024 Form 5500 (PDF) for American Osteopathic Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Osteopathic Association'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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $56K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $7.5M | 21.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $4.0M | 11.6% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.4M | 9.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.6M | 7.6% | |
| PRIN MIDCAP S&P 400 IDX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.8M | 5.2% | |
| PRIN SMCAP S&P 600 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.5M | 4.4% | |
| Vanguard Windsor II Fund Admiral | Mutual Funds | — | — | $1.2M | 3.5% | |
| Principal Insurance Company Guaranteed Interest Account | Common Stocks | — | — | $1.2M | 3.4% | |
| JP Morgan Funds Large Cap Growth Fund R5 | Other securities | — | — | $1.1M | 3.1% | |
| T. Rowe Price Funds Mid-Cap Growth Fund | Other securities | — | — | $1.0M | 3.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $880K | 2.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $859K | 2.5% | |
| Vanguard Health Care Fund Admiral | Mutual Funds | — | — | $655K | 1.9% | |
| MFS Investment Management International Diversification Fund R6 | Mutual Funds | — | — | $643K | 1.9% | |
| Vanguard Target retirement 2060 Fund | Mutual Funds | — | — | $618K | 1.8% | |
| PRIN CORE PLUS BOND SEP ACT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $598K | 1.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $596K | 1.7% | |
| Principal Life Insurance Company GL Real Estate Securities SA-I3 | Common Stocks | — | — | $562K | 1.6% | |
| PRIN GL REAL EST SEC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $562K | 1.6% | |
| PRIN MIDCAP VALUE I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $539K | 1.6% | |
| Vanguard Explorer Fund Admiral | Mutual Funds | — | — | $464K | 1.3% | |
| American Century Investment Small Cap Value Fund R6 | Other securities | — | — | $377K | 1.1% | |
| American Funds Small Cap World Fund R6 | Mutual Funds | — | — | $352K | 1.0% | |
| PIMCO Funds PIMCO GNMA Government Securities Fund | Agency / Mortgage-Backed | — | — | $335K | 1.0% | |
| Calvert Funds Balanced Fund I | Other securities | — | — | $244K | 0.7% | |
| Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $213K | 0.6% | |
| Participant Loans Interest rate of 5% with various | Participant loans | — | — | $210K | 0.6% | |
| American Funds Service Company Target Date Retirement 2030 Fund R6 | Mutual Funds | — | — | $198K | 0.6% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $153K | 0.4% | |
| PRIN LIQUID ASSETS SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $142K | 0.4% | |
| American Funds Service Company Target Date Retirement 2025 Fund R6 | Mutual Funds | — | — | $136K | 0.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $126K | 0.4% | |
| Vanguard Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $124K | 0.4% | |
| American Funds Service Company Target Date Retirement 2045 Fund R6 | Mutual Funds | — | — | $73K | 0.2% | |
| Vanguard Target Retirement Income Investment Fund | Mutual Funds | — | — | $38K | 0.1% | |
| (E) | Other securities | — | — | $38K | 0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $21K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $18K | <0.1% | |
| American Funds Service Company Target Date Retirement 2050 Fund R6 | Mutual Funds | — | — | $11K | <0.1% |
