Bridgette Brown signed Artisan Design Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Artisan Design Group, LLC's EIN is 81-4545408.
Download the official 2024 Form 5500 (PDF) for Artisan Design Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Artisan Design Group, 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 | $177K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUTTON FROST CARY LLP | 75-2593210 | — | ACCOUNTANT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $15.3M | 12.2% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $13.6M | 10.9% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $12.9M | 10.3% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $12.3M | 9.8% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $10.6M | 8.4% | |
| BlackRock iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $10.0M | 8.0% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $9.1M | 7.2% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5.8M | 4.6% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $5.0M | 4.0% | |
| Legg Mason ClearBridge Large Cap Growth IS Fund | Other securities | — | — | $4.9M | 3.9% | |
| Principal Trust Company Fixed Income Guaranteed Option Fund | Common Stocks | — | — | $3.7M | 2.9% | |
| Capital Research American Funds AmerMut R6 Fund | Mutual Funds | — | — | $2.6M | 2.1% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.3M | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.8M | 1.4% | |
| Participant Notes receivable from participants with interest rates from 4.25% to 10.50%, generally due through 2028 | Bonds / Notes | — | — | $1.6M | 1.3% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.5M | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.5M | 1.2% | |
| Vanguard GNMA Admiral Fund | Agency / Mortgage-Backed | — | — | $1.5M | 1.2% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 Fund | Other securities | — | — | $1.5M | 1.2% | |
| Western Asset Core Plus Bond Fund Class I | Other securities | — | — | $1.4M | 1.1% | |
| Eaton Vance Atl Cap SMID-Cap R6 Fund | Other securities | — | — | $1.1M | 0.9% | |
| Janus Henderson Triton N Fund | Mutual Funds | — | — | $801K | 0.6% | |
| Victory Capital Sycamore Established Value R6 Fund | Other securities | — | — | $776K | 0.6% | |
| Goldman Sachs Emerging Market Equity Is R6 Fund | Other securities | — | — | $683K | 0.5% | |
| Vanguard International Growth Adm Fund | Mutual Funds | — | — | $672K | 0.5% | |
| MFS Investments MFS Research International R6 Fund | Mutual Funds | — | — | $617K | 0.5% | |
| Fiduciary Management FMI International Fund | Other securities | — | — | $589K | 0.5% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $535K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $308K | 0.2% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $149K | 0.1% | |
| Fidelity Growth Strategies K6 Fund | Mutual Funds | — | — | $106K | <0.1% | |
| Vanguard Windsor II Adm Fund | Mutual Funds | — | — | $66K | <0.1% | |
| (E) | Other securities | — | — | $66K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $35K | <0.1% | |
| (E) | Other securities | — | — | $35K | <0.1% |
