Kerry Possehn signed Ionia County Community Mental Health Authorit's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ionia County Community Mental Health Authorit's EIN is 38-3274841.
Download the official 2024 Form 5500 (PDF) for Ionia County Community Mental Health Authorit from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ionia County Community Mental Health Authorit's plan includes money-purchase contributions, ERISA 404(c) participant direction, 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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSTITUTIONAL INVESTMENT CONSULTING | 81-0635433 | — | 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.
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 MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $1.1M | 23.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $848K | 17.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $783K | 16.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $504K | 10.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $333K | 7.0% | |
| Vanguard Sm Cap Gr Idx Adm Fd | Common Collective Trusts | — | $0 | $143K | 3.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $143K | 3.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $136K | 2.9% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $136K | 2.9% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $127K | 2.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $127K | 2.7% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $113K | 2.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $112K | 2.4% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $0 | $97K | 2.0% | |
| Inv Dev Mark R6 Fd | Other securities | — | $0 | $88K | 1.9% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | $0 | $63K | 1.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $61K | 1.3% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $61K | 1.3% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $53K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $44K | 0.9% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | $0 | $38K | 0.8% | |
| Cohen & Steers I Realty Sh Fd | Other securities | — | $0 | $23K | 0.5% | |
| AB Large Cap Growth I Fund | Other securities | — | $0 | $22K | 0.5% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | $0 | $14K | 0.3% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $10K | 0.2% | |
| JP Morgan MidCpValue L Fund | Other securities | — | $0 | $10K | 0.2% | |
| Vanguard Intl Value Inv Fund | Mutual Funds | — | $0 | $9K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $8K | 0.2% | |
| Prin Intl Equity Index SA-Z | Common Collective Trusts | — | $0 | $8K | 0.2% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | $0 | $7K | 0.2% | |
| Vgd Inter-Term Inv-Grd Adm Fd | Other securities | — | $0 | $814 | <0.1% |
