Melinda Kiser signed Loenbro, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loenbro, LLC.'s EIN is 38-3924889.
Download the official 2024 Form 5500 (PDF) for Loenbro, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loenbro, LLC.'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 | $100K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $2.6M | 15.0% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $2.6M | 14.8% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $1.8M | 10.3% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.8M | 10.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.4M | 8.2% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.1M | 6.2% | |
| MFS Growth R6 | Mutual Funds | — | — | $919K | 5.3% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $788K | 4.5% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $760K | 4.4% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $716K | 4.1% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $440K | 2.5% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $415K | 2.4% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $283K | 1.6% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $251K | 1.4% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $169K | 1.0% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $156K | 0.9% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $151K | 0.9% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $150K | 0.9% | |
| Janus Henderson Global Real Estate N | Mutual Funds | — | — | $145K | 0.8% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $144K | 0.8% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $98K | 0.6% | |
| s * Principal Life Insurance Company Large Cap S&P 500 Index Sep Acct+ | Pooled Separate Accounts | — | — | $85K | 0.5% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $85K | 0.5% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $73K | 0.4% | |
| DFA Intermediate Government Fixed Income I 586 PIMCO Income Institutional | Mutual Funds | — | — | $69K | 0.4% | |
| J.P Morgan Undiscovered Managers Behavioral Val R6 | Other securities | — | — | $47K | 0.3% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $29K | 0.2% | |
| American Century Mid-Cap Value R6 | Other securities | — | — | $22K | 0.1% | |
| DFA Inflation Protected Securities I | Mutual Funds | — | — | $19K | 0.1% | |
| Pioneer Bond K Fund | Mutual Funds | — | — | $18K | 0.1% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index Sep Acct+ | Pooled Separate Accounts | — | — | $16K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $16K | <0.1% | |
| (E) | Other securities | — | $8K | $15K | <0.1% | |
| Virtus KAR Small Cap Growth R6 | Other securities | — | — | $15K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $15K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $8K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $4K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
