Luann Jahner signed Balance Autism's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Balance Autism's EIN is 42-1377412.
Download the official 2024 Form 5500 (PDF) for Balance Autism from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Balance Autism's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LifeTime 2070 Inst Fund | Other securities | — | $0 | $2.6M | 23.1% | |
| Prin MidCap Gr III Inst Fund | Other securities | — | $0 | $2.4M | 20.8% | |
| Prin LifeTime 2050 Inst Fund | Other securities | — | $0 | $1.8M | 15.3% | |
| Prin LifeTime 2060 Inst Fund | Other securities | — | $0 | $1.7M | 15.1% | |
| Prin LifeTime 2020 Inst Fund | Other securities | — | $0 | $538K | 4.7% | |
| Prin LifeTime 2030 Inst Fund | Other securities | — | $0 | $516K | 4.5% | |
| Prin Govt & HQ Bond Inst Fund | Other securities | — | $0 | $368K | 3.2% | |
| Participant Loans | Participant loans | — | $0 | $353K | 3.1% | |
| Prin Equity Income Inst Fund | Other securities | — | $0 | $298K | 2.6% | |
| Prin LifeTime Str Inc Inst Fd | Common Stocks | — | $0 | $184K | 1.6% | |
| Prin Fixed Income non 401(a) | Other securities | — | $0 | $168K | 1.5% | |
| Prin LifeTime 2040 Inst Fund | Other securities | — | $0 | $160K | 1.4% | |
| Prin LgCap Growth I R6 Fund | Other securities | — | $0 | $122K | 1.1% | |
| Princ SmallCap Growth I R6 Fd | Other securities | — | $0 | $99K | 0.9% | |
| Principal Div Intl Inst Fund | Other securities | — | $0 | $62K | 0.5% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $33K | 0.3% | |
| Principal Core Plus Bd Inst Fd | Other securities | — | $0 | $18K | 0.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $17K | 0.1% | |
| Prin MidCap Value I Inst Fund | Other securities | — | $0 | $7K | <0.1% | |
| Prin SmallCap Value II R6 Fd | Other securities | — | $0 | $6K | <0.1% | |
| Prin RE Secs R6 Fund | Other securities | — | $0 | $6K | <0.1% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $442 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
