Eleanor Deaton signed Messner Reeves LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Messner Reeves LLP's EIN is 84-1303139.
Download the official 2024 Form 5500 (PDF) for Messner Reeves LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Messner Reeves LLP'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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Investment Contract * Principal Fixed Income Guaranteed Option with crediting interest rate of 2.55% | Bonds / Notes | — | — | $2.9M | 18.5% | |
| s * Principal Diversified International Separate Account-Z | Pooled Separate Accounts | — | — | $2.0M | 12.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.0M | 12.9% | |
| Fidelity 500 Index Fund | Mutual Funds | — | — | $1.6M | 10.4% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $1.4M | 9.2% | |
| American Century Ultra R6 Fund | Other securities | — | — | $1.3M | 8.3% | |
| Pioneer Bond K Fund | Other securities | — | — | $1.3M | 8.1% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $1.2M | 7.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $430K | 2.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $408K | 2.6% | |
| Virtus KAR Mid-Cap Core R6 Fund | Other securities | — | — | $377K | 2.4% | |
| American Century Mid-Cap Value R6 Fund | Other securities | — | — | $358K | 2.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $355K | 2.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $351K | 2.3% | |
| Goldman Sachs Small Cap Value Insights R6 Fund | Other securities | — | — | $348K | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $312K | 2.0% | |
| Invesco Discov R6 Fund | Mutual Funds | — | — | $311K | 2.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $201K | 1.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $56K | 0.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $52K | 0.3% | |
| PRINCIPAL U.S. PREPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $13K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | 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 RETIREMENT PLAN CONSULTING | 84-2276766 | — | CONTRACT ADMINISTRATOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | ACCOUNTANT | $41K | — |
