Corey KALA signed Laradon Hall Society for Exceptional Children and Adults DBA Laradon's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Laradon Hall Society for Exceptional Children and Adults DBA Laradon's EIN is 84-0412621.
Download the official 2024 Form 5500 (PDF) for Laradon Hall Society for Exceptional Children and Adults DBA Laradon from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Laradon Hall Society for Exceptional Children and Adults DBA Laradon'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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifestyle Index 2030 R6 | Mutual Funds | — | — | $1.2M | 16.8% | |
| Nuveen Lifestyle Index 2050 R6 | Mutual Funds | — | — | $940K | 13.2% | |
| Nuveen Lifestyle Index 2040 R6 | Mutual Funds | — | — | $698K | 9.8% | |
| Nuveen Lifestyle Index 2055 R6 | Mutual Funds | — | — | $497K | 7.0% | |
| Nuveen Lifestyle Index 2045 R6 | Mutual Funds | — | — | $495K | 6.9% | |
| Nuveen Lifestyle Index 2035 R6 | Mutual Funds | — | — | $445K | 6.2% | |
| Nuveen Lifestyle Index 2060 R6 | Mutual Funds | — | — | $434K | 6.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $365K | 5.1% | |
| American Funds New Economy | Mutual Funds | — | — | $226K | 3.2% | |
| Invesco Core Plus Bond | Mutual Funds | — | — | $222K | 3.1% | |
| American Funds Growth | Mutual Funds | — | — | $195K | 2.7% | |
| MFS Research International | Mutual Funds | — | — | $183K | 2.6% | |
| Nuveen Lifestyle Index 2010 R6 209 Nuveen Lifestyle Index 2020 R6 | Mutual Funds | — | — | $156K | 2.2% | |
| Nuveen Lifestyle Index 2065 R6 | Mutual Funds | — | — | $146K | 2.0% | |
| s (a) Principal Life Insurance Company S&P 400 Index Separate | Pooled Separate Accounts | — | — | $141K | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $141K | 2.0% | |
| Participant Loans 4.25%-9.50% | Bonds / Notes | — | — | $130K | 1.8% | |
| Vanguard Midcap Value Index Admiral | Mutual Funds | — | — | $93K | 1.3% | |
| American Funds US Gov MM R6 | Mutual Funds | — | — | $92K | 1.3% | |
| Cohen & Steers Real Estate Securities | Other securities | — | — | $78K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $78K | 1.1% | |
| Nuveen Lifestyle Index 2025 R6 | Mutual Funds | — | — | $74K | 1.0% | |
| Transamerica International Equity | Other securities | — | — | $53K | 0.7% | |
| JP Morgan Large Cap Value R6 | Other securities | — | — | $50K | 0.7% | |
| Vanguard Short-Term Corporate Bond Index Admiral | Mutual Funds | — | — | $48K | 0.7% | |
| Nuveen Lifestyle Index Retirement Income Fund | Mutual Funds | — | — | $42K | 0.6% | |
| Nationwide Geneva Small Cap Growth | Other securities | — | — | $31K | 0.4% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $20K | 0.3% | |
| American Funds New World | Mutual Funds | — | — | $7K | 0.1% | |
| BlackRock Midcap Growth Equity | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
