CISA Keller signed Think Small's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Think Small's EIN is 41-1260581.
Download the official 2024 Form 5500 (PDF) for Think Small from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Think Small'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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AM FDS 2035 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $897K | 16.3% | |
| AM FDS 2050 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $876K | 16.0% | |
| AM FDS 2030 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $678K | 12.4% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $507K | 9.2% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $465K | 8.5% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $295K | 5.4% | |
| AM FDS 2055 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $270K | 4.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $227K | 4.1% | |
| AM FDS 2045 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $216K | 3.9% | |
| SAM CONSER BAL SEP ACCT + Pooled Separate Account | Pooled Separate Accounts | — | — | $182K | 3.3% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $182K | 3.3% | |
| AM FDS 2025 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $117K | 2.1% | |
| AM FDS 2060 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $96K | 1.7% | |
| VANGUARD VALUE INDEX ADM FUND Mutual Fund | Mutual Funds | — | — | $85K | 1.5% | |
| AM FDS 2040 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $80K | 1.5% | |
| SAM FLEX INC SEP ACCT + Pooled Separate Account | Pooled Separate Accounts | — | — | $79K | 1.4% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $79K | 1.4% | |
| NUVEEN LARGE CAP GR INDX R6 Mutual Fund | Mutual Funds | — | — | $76K | 1.4% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $75K | 1.4% | |
| Notes receivable from participants Participant Loans*** | Participant loans | — | — | $69K | 1.2% | |
| DFA US LARGE COMPANY I FUND Mutual Fund | Mutual Funds | — | — | $44K | 0.8% | |
| VANGUARD MIDCAP VAL IDX ADM FD Mutual Fund | Common Collective Trusts | — | — | $21K | 0.4% | |
| PRINCIPAL GUARANTEED OPTION Insurance General Account ** $ | Other securities | — | — | $20K | 0.4% | |
| VANGUARD SM CAP VAL IDX ADM FD Mutual Fund | Common Collective Trusts | — | — | $15K | 0.3% | |
| VANGUARD MIDCP GRTH IDX ADM FD Mutual Fund | Common Collective Trusts | — | — | $13K | 0.2% | |
| VANGUARD INTL GROWTH ADM FD Mutual Fund | Mutual Funds | — | — | $13K | 0.2% | |
| PGIM HIGH YIELD R6 FUND Mutual Fund | Other securities | — | — | $13K | 0.2% | |
| DFA INTERNATIONAL VALUE I FUND Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| FIDELITY US BOND INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $9K | 0.2% | |
| FIDELITY INTERNATIONAL IDX FD Mutual Fund | Common Collective Trusts | — | — | $6K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $6K | 0.1% | |
| LORD ABBETT BD DEBENTURE R6 FD Mutual Fund | Mutual Funds | — | — | $6K | 0.1% | |
| AMERICAN FUNDS AMERMUT R6 FD Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| CLEARBRIDGE SM CP GR IS FUND Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| AMERICAN FUNDS NEWWORLD R6 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| DFA INFL PROTECTED SEC I FUND Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| AM FDS 2065 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| OSIAC WEALTH, INC. | 93-0987232 | — | OTHER SERVICES | $0 | — |
