Christina Zdanis signed Clearplan Consulting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearplan Consulting, LLC's EIN is 46-3464356.
Download the official 2024 Form 5500 (PDF) for Clearplan Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearplan Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTM 2040 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.9M | 10.7% | |
| T. ROWE PRICE RTM 2050 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.3% | |
| T. ROWE PRICE RTM 2045 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.2% | |
| T. ROWE PRICE RTM 2035 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $983K | 5.6% | |
| Vanguard Mid Cap Index Admiral Fund N/R | Mutual Funds | — | — | $722K | 4.1% | |
| Vanguard Small Cap Index Admiral Fund N/R | Mutual Funds | — | — | $660K | 3.7% | |
| PRINCIPAL BLUE CHIP EQTY R FD GREAT GRAY TRUST COMPANY · EIN 38-7275324 / PN 001 | Common Collective Trust | — | — | $595K | 3.4% | |
| American Funds American Funds American Mutual R6 Fund N/R | Mutual Funds | — | — | $534K | 3.0% | |
| T. ROWE PRICE RTM 2055 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $525K | 3.0% | |
| T. ROWE PRICE RTM 2030 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $460K | 2.6% | |
| Self-Directed Brokerage Accounts Charles Schwab Unit investment trusts N/R | Self-Directed Brokerage | — | — | $454K | 2.6% | |
| T. ROWE PRICE RTM 2060 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $426K | 2.4% | |
| Vanguard Total Bond Market Index Admiral Fund N/R | Mutual Funds | — | — | $422K | 2.4% | |
| T. ROWE PRICE RTM 2025 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $361K | 2.0% | |
| Participant Loans Notes receivable from participants, with interest rates $0 | Participant loans | — | — | $353K | 2.0% | |
| American Funds American Funds New World R6 Fund N/R | Mutual Funds | — | — | $327K | 1.8% | |
| American Funds American Funds EuroPacific Growth R6 Fund N/R | Mutual Funds | — | — | $268K | 1.5% | |
| Charles Schwab Common stock N/R | Mutual Funds | — | — | $252K | 1.4% | |
| Allspring Special Small Cap Value R6 N/R | Other securities | — | — | $246K | 1.4% | |
| American Funds American Funds New Economy R6 Fund N/R | Mutual Funds | — | — | $230K | 1.3% | |
| Charles Schwab Mutual funds N/R | Mutual Funds | — | — | $228K | 1.3% | |
| T. Rowe Price T. Rowe Price Capital Appreciation Fund N/R | Other securities | — | — | $178K | 1.0% | |
| Vanguard Total International Stock Index Admiral Fund N/R | Mutual Funds | — | — | $152K | 0.9% | |
| Franklin Small Cap Growth R6 Fund N/R | Mutual Funds | — | — | $150K | 0.8% | |
| Neuberger Berman Neuberger Berman Strategic Income R6 Fund N/R | Other securities | — | — | $146K | 0.8% | |
| Charles Schwab Cash - Interest-bearing N/R | Mutual Funds | — | — | $89K | 0.5% | |
| PGIM Jennison Mid Cap Growth R6 Fund N/R | Other securities | — | — | $89K | 0.5% | |
| Virtus Ceredex Virtus Ceredex Mid-Cap Value Equity R6 Fund N/R | Other securities | — | — | $81K | 0.5% | |
| (E) | Other securities | — | $2K | $81K | 0.5% | |
| Principal Core Plus Bond Fund Institutional Class N/R | Other securities | — | — | $51K | 0.3% | |
| First Eagle First Eagle Global R6 Fund N/R | Other securities | — | — | $41K | 0.2% | |
| T. ROWE PRICE RTM 2005 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $18K | 0.1% | |
| T. ROWE PRICE RTM 2065 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
