Laura Laplante signed AAA Minneapolis' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AAA Minneapolis' EIN is 41-0134600.
Download the official 2024 Form 5500 (PDF) for AAA Minneapolis from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AAA Minneapolis' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $63K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Prin/BR S&P Mid Index CIT TR | Common Collective Trusts | — | — | $3.8M | 23.9% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.1M | 12.9% | |
| Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | — | $2.0M | 12.6% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | — | $1.9M | 11.9% | |
| Prin/BR S&P Mid Index CIT N | Common Collective Trusts | — | — | $1.2M | 7.7% | |
| PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $1.2M | 7.4% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | — | $1.2M | 7.4% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $970K | 6.0% | |
| Prin/BR Russ 2000 I CIT TR | Common Collective Trusts | — | — | $960K | 6.0% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | — | $939K | 5.8% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $689K | 4.3% | |
| PIMCO High Yield I - TR | Mutual Funds | — | — | $685K | 4.3% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | — | $667K | 4.1% | |
| PIMCO Real Return/Inst | Mutual Funds | — | — | $588K | 3.6% | |
| Prin/BR Intl Eq Indx CIT TR | Common Collective Trusts | — | — | $469K | 2.9% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | — | $361K | 2.2% | |
| T Rowe Price SmCp Stock I Fd | Mutual Funds | — | — | $312K | 1.9% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | — | $307K | 1.9% | |
| Participant Loans | Participant loans | — | — | $273K | 1.7% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | — | $73K | 0.5% | |
| Prin/BR S&P 500 Index CIT TR | Common Collective Trusts | — | — | $43K | 0.3% | |
| American Funds EuroPacific Gr | Mutual Funds | — | — | $32K | 0.2% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | — | $31K | 0.2% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $21K | 0.1% | |
| Metro West Low Drtn Bd I Fd | Other securities | — | — | $21K | 0.1% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $20K | 0.1% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $18K | 0.1% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | — | $18K | 0.1% | |
| Prin/T.Rowe I LgC Gr CIT TR | Common Collective Trusts | — | — | $14K | <0.1% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Prin/BR Agg Bd Index CIT TR | Common Collective Trusts | — | — | $10K | <0.1% | |
| FID LC GR INDEX FUND | Common Collective Trusts | — | — | $7K | <0.1% | |
| Acadian Emerging Markets I | Other securities | — | — | $7K | <0.1% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $6K | <0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| Northern Global Real Estate Ix | Other securities | — | — | $6K | <0.1% | |
| Prin/Multi Sm Cap CIT TR | Common Collective Trusts | — | — | $4K | <0.1% | |
| Prin/MFS Value CIT TR | Common Collective Trusts | — | — | $3K | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
