ERIK Billings signed Counseling Connection, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Counseling Connection, Inc.'s EIN is 36-3300648.
Download the official 2024 Form 5500 (PDF) for Counseling Connection, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Counseling Connection, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, WY | CONTRACT ADMINISTRATOR | $30K | — |
| CREATIVE PLANNING | 43-1270780 | — | RECORD KEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON ADMINISTRATION, LLC | — | OVERLAND PARK, KS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Putnam Funds Putnam Large Cap Growth Fund | Mutual Funds | — | — | $1.0M | 13.2% | |
| The Vanguard Group Vanguard Windsor Fund Admiral | Mutual Funds | — | — | $609K | 7.9% | |
| Blackrock Funds Blackrock 80/20 Target Allocation | Other securities | — | — | $543K | 7.1% | |
| Growth Fund * Nationwide Trust Company Nationwide Geneva Small Cap | Common Stocks | — | — | $512K | 6.7% | |
| Return Bond Fund Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $475K | 6.2% | |
| Victory Funds Victory Sycamore Established | Other securities | — | — | $463K | 6.0% | |
| The Vanguard Group Vanguard Short Term Federal | Mutual Funds | — | — | $450K | 5.9% | |
| Nuveen Lifecycle 2040 Fund | Mutual Funds | — | — | $442K | 5.8% | |
| Nuveen Lifecycle 2050 Fund | Mutual Funds | — | — | $325K | 4.2% | |
| American Century American Century Diversified | Other securities | — | — | $289K | 3.8% | |
| Nuveen Lifecycle 2055 Fund | Mutual Funds | — | — | $225K | 2.9% | |
| Cap Fund * Nationwide Trust Company Nationwide Inv Dest Aggressive | Common Stocks | — | — | $206K | 2.7% | |
| Index Fund The Vanguard Group Vanguard Total Stock Market | Common Collective Trusts | — | — | $190K | 2.5% | |
| Conservative Fund * Nationwide Trust Company Nationwide Inv Dest Moderate | Common Stocks | — | — | $173K | 2.3% | |
| Nuveen Lifecycle 2060 Fund | Mutual Funds | — | — | $171K | 2.2% | |
| State Street Funds State Street Balanced Index Fund | Common Collective Trusts | — | — | $143K | 1.9% | |
| Artisan Funds Artisan International Value Fund | Other securities | — | — | $127K | 1.7% | |
| Class K T. Rowe Price Funds T. Rowe Price Blue Chip Growth | Other securities | — | — | $124K | 1.6% | |
| Nuveen Lifecycle 2045 Fund | Mutual Funds | — | — | $105K | 1.4% | |
| Growth Federated Investors Funds Federated Government Obligations | Other securities | — | — | $84K | 1.1% | |
| The Vanguard Group Vanguard Total Bond Market | Mutual Funds | — | — | $75K | 1.0% | |
| Morgan Stanley Morgan Stanley Discretionary | Other securities | — | — | $66K | 0.9% | |
| Participant Loans Interest at rates of 4.25% - 9.50%, $ 0 | Bonds / Notes | — | — | $65K | 0.8% | |
| Baron Funds Baron Opportunity Fund | Other securities | — | — | $65K | 0.8% | |
| Index Fund The Vanguard Group Vanguard Total International Stock | Common Collective Trusts | — | — | $64K | 0.8% | |
| Macquarie Funds Macquarie International Core | Other securities | — | — | $63K | 0.8% | |
| Portfolio Morgan Stanley Morgan Stanley Institutional | Other securities | — | — | $57K | 0.7% | |
| Investments Bond Fund American Funds American Funds New World Fund | Mutual Funds | — | — | $49K | 0.6% | |
| Baron Funds Baron Partners Fund | Other securities | — | — | $47K | 0.6% | |
| Fund Nuveen Lifecycle 2010 Fund ** 159 Nuveen Lifecycle 2015 Fund ** 46 Nuveen Lifecycle 2020 Fund ** 46 Nuveen Lifecycle 2025 Fund ** 69 Nuveen Lifecycle 2030 Fund | Mutual Funds | — | — | $45K | 0.6% | |
| Securities Fund DFA International Large Cap | Mutual Funds | — | — | $45K | 0.6% | |
| Nuveen Lifecycle 2035 Fund | Mutual Funds | — | — | $37K | 0.5% | |
| Index Fund Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $33K | 0.4% | |
| Morgan Stanley Morgan Stanley Inception | Other securities | — | — | $30K | 0.4% | |
| Baird Funds Baird Core Plus Bond Fund | Other securities | — | — | $30K | 0.4% | |
| Principal Midcap Fund | Other securities | — | — | $29K | 0.4% | |
| Fund Federated Investors Funds Federated Institutional High Yield | Other securities | — | — | $28K | 0.4% | |
| Income Fund Morgan Stanley Morgan Stanley Global | Other securities | — | — | $26K | 0.3% | |
| Equity Fund Morgan Stanley Morgan Stanley Insight Fund | Other securities | — | — | $23K | 0.3% | |
| Nuveen Lifecycle 2065 Fund | Mutual Funds | — | — | $23K | 0.3% | |
| Class I Cohen and Steers Funds Cohen and Steers Real Estate | Other securities | — | — | $22K | 0.3% | |
| Fund * Nationwide Trust Company Nationwide Inv Dest Moderate | Common Stocks | — | — | $18K | 0.2% | |
| Fund The Vanguard Group Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $17K | 0.2% | |
| Opportunities Fund Brown Advisory Brown Advisory Sustainable | Other securities | — | — | $16K | 0.2% | |
| Nuveen Lifecycle Income Fund ** 851 PIMCO Funds PIMCO International Bond Fund | Mutual Funds | — | — | $8K | 0.1% | |
| Index Fund The Vanguard Group Vanguard Wellesley Income Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Growth Fund * Nationwide Trust Company Nationwide International Small | Common Stocks | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Inflation Protected Bond | Mutual Funds | — | — | $4K | <0.1% | |
| Bond Fund Federated Investors Funds Federated Short-Intermediate Total | Other securities | — | — | $3K | <0.1% | |
| Fund Blackrock Funds Blackrock Strategic Income | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $5K |
| — |
