Christopher Lassalle signed CSAA Insurance Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSAA Insurance Services, Inc.'s EIN is 46-4417209.
Download the official 2024 Form 5500 (PDF) for CSAA Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSAA Insurance Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $324K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $173.0M | 19.8% | |
| SSGA TARGET RETIRE 2030 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 466 | Common Collective Trust | — | — | $102.4M | 11.7% | |
| SSGA TARGET RETIRE 2035 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 467 | Common Collective Trust | — | — | $75.4M | 8.6% | |
| SSGA TARGET RETIRE 2045 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 469 | Common Collective Trust | — | — | $62.5M | 7.2% | |
| SSGA TARGET RETIRE 2040 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 468 | Common Collective Trust | — | — | $59.5M | 6.8% | |
| SSGA TARGET RETIRE 2025 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 465 | Common Collective Trust | — | — | $55.7M | 6.4% | |
| SSGA TARGET RETIRE 2050 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 470 | Common Collective Trust | — | — | $50.4M | 5.8% | |
| VARIOUS SELF DIRECTED BROKERAGE | Self-Directed Brokerage | — | — | $46.5M | 5.3% | |
| DFA INVESTMENT DIMENSIONS DFA US SMALL CAP I | Mutual Funds | — | — | $39.4M | 4.5% | |
| FIDELITY INVESTMENTS FID ADV DIVS INTL Z | Mutual Funds | — | — | $34.2M | 3.9% | |
| BLACKROCK SHRT TERM INV FUND W BLACKROCK INST TRUST CO · EIN 16-1673805 / PN 001 | Common Collective Trust | — | — | $32.2M | 3.7% | |
| BAIRD FUNDS, INC. BAIRD CORE PL BOND | Common Stocks | — | — | $28.2M | 3.2% | |
| SSGA TARGET RETIRE 2055 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 471 | Common Collective Trust | — | — | $26.0M | 3.0% | |
| SSGA TARGET RETIRE 2020 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 464 | Common Collective Trust | — | — | $19.8M | 2.3% | |
| VANGUARD SHORT TERM IFL | Mutual Funds | — | — | $16.6M | 1.9% | |
| Maturing at various dates between 1 * Notes receivable from participants to 10 years; interest rates between | Other securities | — | — | $10.1M | 1.2% | |
| SSGA FUNDS SS TGT RET INC NL SER W | Common Stocks | — | — | $10.0M | 1.1% | |
| SSGA TARGET RETIRE INCOME W FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 473 | Common Collective Trust | — | — | $10.0M | 1.1% | |
| SSGA TARGET RETIRE 2060 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 472 | Common Collective Trust | — | — | $9.6M | 1.1% | |
| SSGA TARGET RETIRE 2065 W FUND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 031 | Common Collective Trust | — | — | $4.7M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
