Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Dev Mkts Index Adm Fd | Other securities | — | — | $1.3M | 16.9% | |
| Prin LifeTime Hybrid 2055 R6 | Other securities | — | — | $812K | 10.9% | |
| Prin LifeTime Hybrid 2060 R6 | Other securities | — | — | $777K | 10.4% | |
| Prin LifeTime Hybrid 2050 R6 | Other securities | — | — | $737K | 9.9% | |
| Prin LifeTime Hybrid 2045 R6 | Other securities | — | — | $730K | 9.8% | |
| MassMut Sel Mid Cp Gr R5 Fd | Other securities | — | — | $672K | 9.0% | |
| Prin LifeTime Hybrid Inc R6 | Common Stock | — | — | $486K | 6.5% | |
| Prin LifeTime Hybrid 2065 R6 | Other securities | — | — | $429K | 5.7% | |
| Prin LgCap Growth I R6 Fund | Other securities | — | — | $207K | 2.8% | |
| Prin LifeTime Hybrid 2040 R6 | Other securities | — | — | $168K | 2.2% | |
| T. Rowe Price Value I Fund | Other securities | — | — | $160K | 2.1% | |
| Princ SmallCap Growth I R6 Fd | Other securities | — | — | $135K | 1.8% | |
| Prin LifeTime Hybrid 2015 R6 | Other securities | — | — | $133K | 1.8% | |
| Prin Fixed Inc Guar Option | Common Stock | — | — | $121K | 1.6% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | — | $116K | 1.5% | |
| Prin LifeTime Hybrid 2035 R6 | Other securities | — | — | $92K | 1.2% | |
| Prin LifeTime Hybrid 2030 R6 | Other securities | — | — | $83K | 1.1% | |
| Prin LifeTime Hybrid 2025 R6 | Other securities | — | — | $75K | 1.0% | |
| Fidelity Sm Cap Index Fund | Other securities | — | — | $59K | 0.8% | |
| GS Intl SC Insights Inv Fd | Other securities | — | — | $27K | 0.4% | |
| Prin LifeTime Hybrid 2020 R6 | Other securities | — | — | $26K | 0.3% | |
| John Hancock Disc Vl MdCp I Fd | Other securities | — | — | $9K | 0.1% | |
| Fidelity Mid Cp Index Fund | Other securities | — | — | $6K | <0.1% | |
| Fidelity US Bond Index Fund | Other securities | — | — | $4K | <0.1% | |
| American Beacon SmCap Val R5 Fd | Other securities | — | — | $3K | <0.1% | |
| Amrcn Fds Europcfc Grth R5E Fd | Other securities | — | — | $3K | <0.1% | |
| Fidelity 500 Index Fund | Other securities | — | — | $1K | <0.1% | |
| Goldman Sachs Em Mkt Eq Is Inv | Other securities | — | — | $900 | <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 |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT | $8K | — |
| UNITED WAY OF GREATER KANSAS CITY | 44-0545812 | — | ACCOUNTANT | $8K | — |
