SARA Kastner signed ARTS & Letters Creative Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ARTS & Letters Creative Co., LLC's EIN is 81-4372691.
Download the official 2024 Form 5500 (PDF) for ARTS & Letters Creative Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ARTS & Letters Creative Co., 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.
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 | |||||
|---|---|---|---|---|---|---|
| AAAA RET. FUND FOR MEMBER AGENCIES AAAA RET. FUND FOR MEMBER AGENCIES · EIN 13-6616922 / PN 001 | 103-12 Investment Entity | — | — | $11.0M | 99.3% | |
| American Funds Europacific Growth R5 | Mutual Funds | — | — | $1.8M | 16.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $1.4M | 12.3% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $1.2M | 10.6% | |
| Black Rock Mid-Cap Growth Equity | Other securities | — | — | $1.1M | 9.8% | |
| Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $781K | 7.1% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $761K | 6.9% | |
| Vanguard Institutional Index I | Mutual Funds | — | — | $577K | 5.2% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $563K | 5.1% | |
| Blackrock Small Cap Fund | Other securities | — | — | $520K | 4.7% | |
| JPMorgan Large Cap Growth R5 | Other securities | — | — | $462K | 4.2% | |
| MFS Value R3 | Mutual Funds | — | — | $426K | 3.9% | |
| Morley Stable Value | Stable Value | — | — | $415K | 3.8% | |
| JPMorgan Mid-Cap Value R5 | Other securities | — | — | $388K | 3.5% | |
| T. Rowe Price Small-Cap Stock | Other securities | — | — | $311K | 2.8% | |
| Fidelity Contrafund | Mutual Funds | — | — | $255K | 2.3% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $76K | 0.7% | |
| Participant Loans | Participant loans | — | — | $76K | 0.7% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $70K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
