Ashley Rice signed PLA Buyer, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PLA Buyer, LLC's EIN is 81-1557045.
Download the official 2024 Form 5500 (PDF) for PLA Buyer, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PLA Buyer, 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 | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.2M | 15.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.1M | 14.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 10.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.4M | 10.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 9.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.0M | 7.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $971K | 6.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $632K | 4.4% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $498K | 3.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $352K | 2.5% | |
| Vanguard Group Money Market Investor Fund | Mutual Funds | — | — | $268K | 1.9% | |
| Great Gray Trust Company AB US Large Cap Growth CIT | Common Collective Trusts | — | — | $160K | 1.1% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $160K | 1.1% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $159K | 1.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $109K | 0.8% | |
| Investments Mutual funds Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $109K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $106K | 0.7% | |
| John Hancock Bond Fund | Other securities | — | — | $73K | 0.5% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $73K | 0.5% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $70K | 0.5% | |
| s * Principal Life Insurance Company Large Cap S&P 500 Index Separate Account | Pooled Separate Accounts | — | — | $65K | 0.5% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $65K | 0.5% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $55K | 0.4% | |
| Fidelity Investments Total International Index Fund | Common Collective Trusts | — | — | $42K | 0.3% | |
| MFS Investment Management International Diversification Fund | Mutual Funds | — | — | $32K | 0.2% | |
| Oppenheimer Invesco Discovery Fund | Mutual Funds | — | — | $26K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $23K | 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 | — | — | $21K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $15K | 0.1% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $13K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $13K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $12K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $11K | <0.1% | |
| (E) | Other securities | — | — | $8K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $8K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| VANGUARD EM MKTS STK ID VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOT ST MKT IDX FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW PERSP R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMER FDS WASH MUT INV R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INFLAT-PROT SECUR PORT VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTL INTRINSIC VAL FD R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM STRATEGIC BOND FD R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMCEN ULTRA FUND R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD EXPLORER FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD HIGH YD CORP FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD GROWTH IDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MDCAP GRW IDX FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MIDCAP IDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MI-CAP VL IDX FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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 | — |
