Roger Keaton signed Child Saving Institute, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Child Saving Institute, Inc.'s EIN is 45-0489204.
Download the official 2024 Form 5500 (PDF) for Child Saving Institute, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Child Saving Institute, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DA DAVIDSON & COMPANY | 81-0139474 | — | ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Party Description of Investment Cost ** Fair Value American Funds Target Date 2035 R6 | Mutual Funds | — | — | $832K | 18.1% | |
| American Funds Target Date 2030 R6 | Mutual Funds | — | — | $651K | 14.2% | |
| American Funds Target Date 2060 R6 | Mutual Funds | — | — | $571K | 12.4% | |
| American Funds Target Date 2040 R6 | Mutual Funds | — | — | $497K | 10.8% | |
| American Funds Target Date 2055 R6 | Mutual Funds | — | — | $435K | 9.5% | |
| American Funds Target Date 2050 R6 | Mutual Funds | — | — | $421K | 9.2% | |
| American Funds Target Date 2025 R6 | Mutual Funds | — | — | $322K | 7.0% | |
| American Funds Target Date 2045 R6 | Mutual Funds | — | — | $312K | 6.8% | |
| Notes Receivable from Participants (Interest Rates * Participants between 4.25% and 9.50%) | Bonds / Notes | — | — | $114K | 2.5% | |
| Vanguard Growth Index Admiral Shares | Mutual Funds | — | — | $96K | 2.1% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $80K | 1.7% | |
| Vanguard Mid-Cap Index Admiral Shares | Mutual Funds | — | — | $68K | 1.5% | |
| American Funds Target Date 2020 R6 | Mutual Funds | — | — | $62K | 1.3% | |
| American Funds Target Date 2015 R6 | Mutual Funds | — | — | $48K | 1.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $26K | 0.6% | |
| Vanguard Equity Income Admiral Shares | Mutual Funds | — | — | $19K | 0.4% | |
| PIMCO Income Fund Institutional Shares | Mutual Funds | — | — | $9K | 0.2% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $8K | 0.2% | |
| John Hancock John Hancock Bond R6 | Other securities | — | — | $8K | 0.2% | |
| Delaware Value BlackRock Emerging Market K | Other securities | — | — | $6K | 0.1% | |
| ClearBridge International Growth Fund | Other securities | — | — | $5K | 0.1% | |
| American Funds Target Date 2010 R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
