JEFF Arledge signed Easterseals Midwest's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Easterseals Midwest's EIN is 43-0979927.
Download the official 2024 Form 5500 (PDF) for Easterseals Midwest from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Easterseals Midwest's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LifeTime Hybrid 2040 Fund | Other securities | — | — | $2.0M | 14.7% | |
| Principal LifeTime Hybrid 2030 Fund | Other securities | — | — | $1.9M | 13.9% | |
| Principal LifeTime Hybrid 2050 Fund | Other securities | — | — | $1.8M | 12.8% | |
| Principal LifeTime Hybrid 2035 Fund | Other securities | — | — | $1.2M | 8.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 8.4% | |
| Principal LifeTime Hybrid 2025 Fund | Other securities | — | — | $1.1M | 7.7% | |
| Principal LifeTime Hybrid 2055 Fund | Other securities | — | — | $1.0M | 7.3% | |
| Principal LifeTime Hybrid 2045 Fund | Other securities | — | — | $987K | 7.1% | |
| AB Large Cap Growth Z Fund | Other securities | — | — | $587K | 4.2% | |
| Principal LifeTime Hybrid 2060 Fund | Other securities | — | — | $434K | 3.1% | |
| Notes Receivable From Participants - bearing interest at rates ranging from 4.25% to 9.5%, maturing through May 2030 | Bonds / Notes | — | — | $263K | 1.9% | |
| Principal LifeTime Hybrid 2015 Fund | Other securities | — | — | $177K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $167K | 1.2% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | — | $121K | 0.9% | |
| Fidelity Total International Indx Fund | Mutual Funds | — | — | $117K | 0.8% | |
| Principal LifeTime Hybrid 2020 Fund | Other securities | — | — | $103K | 0.7% | |
| Principal LifeTime Hybrid 2065 Fund | Other securities | — | — | $88K | 0.6% | |
| T Rowe Price QM US SC Growth Fund | Mutual Funds | — | — | $88K | 0.6% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $83K | 0.6% | |
| DFA US Large Cap Value I Fund | Mutual Funds | — | — | $82K | 0.6% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $68K | 0.5% | |
| MidCap S&P 400 Index Fund | Common Collective Trusts | — | — | $54K | 0.4% | |
| American Funds NewWorld Fund | Mutual Funds | — | — | $40K | 0.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $38K | 0.3% | |
| Am Fds Europacific Growth Fund | Other securities | — | — | $28K | 0.2% | |
| PGIM High Yield Fund | Other securities | — | — | $28K | 0.2% | |
| Fidelity Inflation Protection Bond Index Fund | Common Collective Trusts | — | — | $25K | 0.2% | |
| PGIM Total Ret Bond Fund | U.S. Treasuries | — | — | $21K | 0.1% | |
| iShares Dev RE Index K Fund | Other securities | — | — | $16K | 0.1% | |
| Principal LifeTime Hybrid 2070 Fund | Other securities | — | — | $13K | <0.1% | |
| Hartford Schroders International Multi-Cap Value Fund | Other securities | — | — | $10K | <0.1% | |
| American Funds Capital World Bond R6 Fund | Mutual Funds | — | — | $7K | <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 |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBINBROWN LLP | 43-0765316 | — | ACCOUNTANT | $7K | — |
