Gregory Blue signed Client Solution Architects LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Client Solution Architects LLC's EIN is 54-1393220.
Download the official 2024 Form 5500 (PDF) for Client Solution Architects LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Client Solution Architects LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $140K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $8.5M | 19.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $5.6M | 13.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.7M | 10.8% | |
| PIMCO Income Institutional Fund Mutual Fund NR | Mutual Funds | — | — | $4.0M | 9.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $3.2M | 7.5% | |
| PIMCO Total Return Institutional Fund Mutual Fund NR | Mutual Funds | — | — | $3.0M | 7.0% | |
| Invesco International Diversified Fund Mutual Fund NR | Mutual Funds | — | — | $2.4M | 5.5% | |
| JP Morgan US Equity Fund Mutual Fund NR | Other securities | — | — | $1.8M | 4.3% | |
| Invesco Developing Markets Fund Mutual Fund NR | Mutual Funds | — | — | $1.5M | 3.5% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual Fund NR | Other securities | — | — | $1.5M | 3.5% | |
| Eaton Vance Atlanta Capital SMID Cap Fund Mutual Fund NR | Other securities | — | — | $1.5M | 3.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.5M | 3.5% | |
| Principal SmallCap Growth Separate Account Pooled Separate Account NR | Pooled Separate Accounts | — | — | $1.1M | 2.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.1M | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.1M | 2.5% | |
| Franklin Small Cap Value Fund Mutual Fund NR | Mutual Funds | — | — | $779K | 1.8% | |
| Various, bearing interest from * Participant loans 4.25% - 9.50% - | Bonds / Notes | — | — | $449K | 1.0% | |
| PIMCO All Asset Institutional Fund Mutual Fund NR | Mutual Funds | — | — | $280K | 0.6% | |
| Fidelity International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $67K | 0.2% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $39K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $36K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $27K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $20K | <0.1% | |
| (E) | Other securities | — | — | $20K | <0.1% | |
| Fidelity US Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $13K | <0.1% |
