Susan West signed Entact, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Entact, LLC's EIN is 77-0594061.
Download the official 2024 Form 5500 (PDF) for Entact, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Entact, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $143K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lfpth Ind Rtrmt K Fund N/R | Mutual Funds | — | — | $6.3M | 11.8% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $5.1M | 9.7% | |
| BlackRock Lfpth Indx 2030 K Fund N/R | Other securities | — | — | $4.9M | 9.3% | |
| BlackRock Lfpth Indx 2040 K Fund N/R | Other securities | — | — | $4.8M | 9.1% | |
| BlackRock Lfpth Indx 2035 K Fund N/R | Other securities | — | — | $4.2M | 7.9% | |
| BlackRock Lfpth Indx 2050 K Fund N/R | Other securities | — | — | $3.4M | 6.4% | |
| BlackRock Lfpth Indx 2055 K Fund N/R | Other securities | — | — | $3.3M | 6.2% | |
| BlackRock Lfpth Indx 2045 K Fund N/R | Other securities | — | — | $2.9M | 5.5% | |
| MFS Growth R6 Fund N/R | Mutual Funds | — | — | $2.7M | 5.1% | |
| BlackRock Lfpth Indx 2060 K Fund N/R | Other securities | — | — | $2.0M | 3.8% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 3.7% | |
| Fidelity Investments Fidelity Extended Mkt Idx Fund N/R | Common Collective Trusts | — | — | $1.8M | 3.4% | |
| Vanguard Group Vanguard Int-TM Bd Idx Adm Fund N/R | Common Collective Trusts | — | — | $1.5M | 2.9% | |
| MFS Mid-Cap Growth R6 Fund N/R | Mutual Funds | — | — | $1.3M | 2.5% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fund N/R | Other securities | — | — | $1.3M | 2.4% | |
| Participant Loans Maturities through 2029 and interest $0 | Participant loans | — | — | $933K | 1.8% | |
| PGIM Investments PGIM Total Ret Bond R6 Fund N/R | U.S. Treasuries | — | — | $929K | 1.8% | |
| Fidelity Investments Fidelity Glb ex U.S. Index Fund N/R | Common Collective Trusts | — | — | $924K | 1.7% | |
| MFS Intl Diversification R6 Fund N/R | Mutual Funds | — | — | $668K | 1.3% | |
| BlackRock Lfpth Indx 2065 K Fund N/R | Other securities | — | — | $476K | 0.9% | |
| Wells Fargo Allspring Spec M Cap Value R6 N/R | Other securities | — | — | $476K | 0.9% | |
| Principal SmallCap Growth I R6 Fund N/R | Other securities | — | — | $470K | 0.9% | |
| Delaware Investments Delaware Small Cap Value R6 Fund N/R | Other securities | — | — | $223K | 0.4% | |
| Cohen & Steers Cohen & Steers Re Est Sec Z Fund N/R | Other securities | — | — | $179K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
