Rachel MOHR signed Imanage LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Imanage LLC's EIN is 47-3565084.
Download the official 2024 Form 5500 (PDF) for Imanage LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Imanage LLC'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 | $204K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $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.
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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $12.9M | 14.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $10.2M | 11.3% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $9.1M | 10.1% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $9.0M | 10.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $7.7M | 8.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $6.5M | 7.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $6.1M | 6.8% | |
| Charles Schwab Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $5.1M | 5.6% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $4.7M | 5.2% | |
| MFS Growth | Mutual Funds | — | — | $3.2M | 3.5% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $3.2M | 3.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $2.3M | 2.5% | |
| JPMorgan Equity Income | Other securities | — | — | $1.4M | 1.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1.3M | 1.4% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.3M | 1.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.0M | 1.1% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $989K | 1.1% | |
| Participants** Participant notes receivable - Maturing on various dates and bearing interest at rates between 3.75 and 10.50 percent - | Other securities | — | — | $730K | 0.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $678K | 0.8% | |
| Janus Triton Fund CL A | Mutual Funds | — | — | $611K | 0.7% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund R6 | Other securities | — | — | $593K | 0.7% | |
| American Funds American Europacific Growth | Mutual Funds | — | — | $418K | 0.5% | |
| Principal** Principal LargeCap S&P 500 Index Separate Account | Pooled Separate Accounts | — | — | $274K | 0.3% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $274K | 0.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $239K | 0.3% | |
| PGIM Total Return Bond | Other securities | — | — | $225K | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $92K | 0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $89K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $62K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $61K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $51K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $50K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $47K | <0.1% |
