Becca Lindsey signed 4M Capital, Ltd. DBA Arteriors Home's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
4M Capital, Ltd. DBA Arteriors Home's EIN is 75-2597834.
Download the official 2024 Form 5500 (PDF) for 4M Capital, Ltd. DBA Arteriors Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)4M Capital, Ltd. DBA Arteriors Home'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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $1.9M | 21.9% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $1.3M | 15.0% | |
| American Funds 2070 Tdr R6 Fd Mutual Fund ** 417 * Ishares S&P 500 Index K Fund Mutual Fund | Common Collective Trusts | — | — | $910K | 10.6% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $750K | 8.7% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $677K | 7.9% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $612K | 7.1% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $443K | 5.1% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $426K | 4.9% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $361K | 4.2% | |
| Clearbridge Lg Cap Gr Is Fd Mutual Fund | Other securities | — | — | $231K | 2.7% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $201K | 2.3% | |
| Putnam Large Cap Value R6 Fund Mutual Fund | Mutual Funds | — | — | $94K | 1.1% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $94K | 1.1% | |
| Franklin Small Cap Value R6 Fd Mutual Fund | Mutual Funds | — | — | $83K | 1.0% | |
| Ishares Msci Eafe Int Idx K Fd Mutual Fund | Common Collective Trusts | — | — | $81K | 0.9% | |
| Ishs Russ 2000 Sc Index K Fund Mutual Fund | Other securities | — | — | $72K | 0.8% | |
| Lgcap S&P 500 Index Sep Acct+ Pooled Separate Account | Pooled Separate Accounts | — | — | $72K | 0.8% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $72K | 0.8% | |
| American Funds Newprsp R6 Fnd Mutual Fund | Mutual Funds | — | — | $55K | 0.6% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | Other securities | — | — | $37K | 0.4% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $34K | 0.4% | |
| Baird Aggregate Bond Inst Fund Mutual Fund | Other securities | — | — | $32K | 0.4% | |
| Ishs Russ Md-Cp Index K Fund Mutual Fund | Other securities | — | — | $32K | 0.4% | |
| Allspring Spec M Cap Value R6 Mutual Fund | Other securities | — | — | $29K | 0.3% | |
| Ishs Us Agg Bond Index K Fund Mutual Fund | Other securities | — | — | $28K | 0.3% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $24K | 0.3% | |
| American Funds Newworld R6 Mutual Fund | Mutual Funds | — | — | $19K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $14K | 0.2% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $14K | 0.2% | |
| Pimco Income Institutional Fd Mutual Fund | Mutual Funds | — | — | $12K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $12K | 0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $9K | 0.1% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $7K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| Blackrock Md-Cp Gr Eq K Fd Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Putnam Stable Value Fund (15) Collective Investment Trust | Stable Value | — | — | $2K | <0.1% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2K | <0.1% |
