Matthew Mitchell signed Chris 180, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chris 180, Inc.'s EIN is 58-1430183.
Download the official 2024 Form 5500 (PDF) for Chris 180, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chris 180, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | 39-2018056 | — | INVESTMENT ADVISORY | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Lifetime 2055 R3 Fund | Other securities | — | — | $682K | 14.2% | |
| Principal Lifetime 2040 R3 Fund | Other securities | — | — | $651K | 13.6% | |
| Principal Lifetime 2050 R3 Fund | Other securities | — | — | $585K | 12.2% | |
| Principal Lifetime 2045 R3 Fund | Other securities | — | — | $422K | 8.8% | |
| Principal Lifetime 2030 R3 Fund | Other securities | — | — | $395K | 8.2% | |
| Principal Lifetime 2060 R3 Fund | Other securities | — | — | $358K | 7.5% | |
| Principal Lifetime 2035 R3 Fund | Other securities | — | — | $343K | 7.2% | |
| Principal Lifetime 2015 R3 Fund 469 * Principal Lifetime 2020 R3 Fund | Other securities | — | — | $263K | 5.5% | |
| Principal Largecap S&P 500 Index R3 Fund | Common Collective Trusts | — | — | $215K | 4.5% | |
| Principal Sam Strategic Growth R3 Portfolio | Other securities | — | — | $195K | 4.1% | |
| American Funds New World R3 Fund | Mutual Funds | — | — | $160K | 3.3% | |
| Participants Notes receivable with interest rates | Other securities | — | — | $98K | 2.0% | |
| Principal Lifetime 2065 R3 Fund | Other securities | — | — | $82K | 1.7% | |
| Principal Sam Balanced R3 Portfolio | Other securities | — | — | $81K | 1.7% | |
| Principal Lifetime 2025 R3 Fund | Other securities | — | — | $78K | 1.6% | |
| Principal Blue Chip Fund | Other securities | — | — | $50K | 1.0% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $28K | 0.6% | |
| Principal Midcap S&P 400 Index R3 Fund | Other securities | — | — | $27K | 0.6% | |
| Portfolio * Principal Sam Flexible Income R3 Portfolio | Other securities | — | — | $18K | 0.4% | |
| American Funds American Balanced R3 Fund | Mutual Funds | — | — | $17K | 0.4% | |
| Janus Henderson Triton R Fund | Mutual Funds | — | — | $15K | 0.3% | |
| Principal Sam Conservative Growth R3 | Other securities | — | — | $9K | 0.2% | |
| JP Morgan Equity Income R2 Fund | Other securities | — | — | $7K | 0.2% | |
| Putnam International Equity A Fund | Mutual Funds | — | — | $7K | 0.1% | |
| Invesco Core Bond R Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Undiscovered Managers Behavioral Value R2 | Other securities | — | — | $2K | <0.1% | |
| Fund Victory Sycamore Established Value R | Other securities | — | — | $1K | <0.1% | |
| Eaton Vance Atlanta Capital Smid-Cap R Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
