Viking Client Services, LLC's EIN is 41-1226381.
Download the official 2024 Form 5500 (PDF) for Viking Client Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Viking Client Services, LLC's 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $10.8M | 93.5% | |
| MN Life Insurance Company Vanguard Growth Index Adm (1) | Mutual Funds | — | — | $2.2M | 19.1% | |
| MN Life Insurance Company Vanguard Value Index Adm (1) | Mutual Funds | — | — | $1.6M | 14.1% | |
| MN Life Insurance Company Vanguard Total Bond Market Index Signal Fund (1) | Mutual Funds | — | — | $1.5M | 12.7% | |
| MN Life Insurance Company TIAA-CREF Intl Eq Idx Instl (1) | Common Collective Trusts | — | — | $1.4M | 12.0% | |
| MN Life Insurance Company TIAA-CREF Large-Cap Growth I (1) | Mutual Funds | — | — | $784K | 6.8% | |
| MN Life Insurance Company Vanguard Sm-Cap Gro Ind Adm (1) | Mutual Funds | — | — | $670K | 5.8% | |
| MN Life Insurance Company Vanguard Mid-C Val Idx Adm (1) | Common Collective Trusts | — | — | $638K | 5.5% | |
| MN Life Insurance Company Guaranteed Return Account (1) | Common Stocks | — | — | $500K | 4.3% | |
| MN Life Insurance Company MFS Technology R3 (1) | Mutual Funds | — | — | $296K | 2.6% | |
| MN Life Insurance Company Fid Advisor Hlth Care I (1) | Mutual Funds | — | — | $288K | 2.5% | |
| Participant Loans $50,000 maximum loan; interest bearing at $ - | Participant loans | — | — | $254K | 2.2% | |
| MN Life Insurance Company Vanguard Total Stock Market Index Signal Fund (1) | Common Collective Trusts | — | — | $233K | 2.0% | |
| MN Life Insurance Company T.Rowe Price Large Cap Value (1) | Common Stocks | — | — | $210K | 1.8% | |
| MN Life Insurance Company Carillion Eagle Mid Cap Gro A (1) | Common Stocks | — | — | $210K | 1.8% | |
| MN Life Insurance Company American Funds Inc Fund of Am R6 (1) | Mutual Funds | — | — | $200K | 1.7% | |
| MN Life Insurance Company American Funds New Perspective Fund (1) | Mutual Funds | — | — | $110K | 1.0% | |
| MN Life Insurance Company MFS International Growth R3 (1) | Mutual Funds | — | — | $108K | 0.9% | |
| MN Life Insurance Company Fuller & Thaler Behaviorl SmCpEq (1) | Common Stocks | — | — | $104K | 0.9% | |
| MN Life Insurance Company AB Small Cap Value (1) | Common Stocks | — | — | $68K | 0.6% | |
| MN Life Insurance Company Prin Glbl RE Sec Instl (1) | Common Stocks | — | — | $62K | 0.5% | |
| MN Life Insurance Company Vanguard Emerg Mkt Stk Ind Adm (1) | Mutual Funds | — | — | $55K | 0.5% | |
| MN Life Insurance Company American Funds Capital World Bond Fund (1) | Mutual Funds | — | — | $30K | 0.3% | |
| MN Life Insurance Company Transamerica Flexible Income A (1) | Common Stocks | — | — | $14K | 0.1% | |
| MN Life Insurance Company Royce International Premier Investment (1) | Common Stocks | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
