Patrick DOVE signed Blue Raven Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Raven Solutions, LLC's EIN is 84-2736792.
Download the official 2024 Form 5500 (PDF) for Blue Raven Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Raven Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Target Retirement 2025 Inv Fund | Mutual Funds | — | — | $2.5M | 16.4% | |
| Vanguard Group Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $2.1M | 13.7% | |
| Vanguard Group Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $2.0M | 12.8% | |
| Vanguard Group Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $1.5M | 9.4% | |
| Vanguard Group Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $1.1M | 7.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 6.9% | |
| Vanguard Group Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $956K | 6.2% | |
| Vanguard Group Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $547K | 3.5% | |
| Vanguard Group Target Retirement 2020 Inv Fund | Mutual Funds | — | — | $418K | 2.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $299K | 1.9% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $296K | 1.9% | |
| Great Gray Trust Company AB US Large Cap Growth | Common Stocks | — | — | $279K | 1.8% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $279K | 1.8% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $274K | 1.8% | |
| John Hancock Bond R6 Fund | Other securities | — | — | $259K | 1.7% | |
| Vanguard Group Target Retirement 2040 Inv Fund | Mutual Funds | — | — | $254K | 1.6% | |
| through 2034 | Other securities | — | — | $228K | 1.5% | |
| Vanguard Group Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $227K | 1.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $159K | 1.0% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $159K | 1.0% | |
| INVESCO MID CAP GROWTH TR A1 INVESCO TRUST COMPANY · EIN 20-2583973 / PN 108 | Common Collective Trust | — | — | $156K | 1.0% | |
| Vanguard Group Federal Money Market Inv Fund | Mutual Funds | — | — | $139K | 0.9% | |
| Vanguard Group Target Retirement 2070 Inv Fund | Mutual Funds | — | — | $135K | 0.9% | |
| Oppenheimer Invesco Discovery R6 Fund | Mutual Funds | — | — | $133K | 0.9% | |
| Principal Global Investors Large Cap S&P 500 Index | Common Collective Trusts | — | — | $67K | 0.4% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $67K | 0.4% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $55K | 0.4% | |
| MFS Investment Management International Diversification R6 Fund | Mutual Funds | — | — | $46K | 0.3% | |
| John Hancock Disciplined Value Mid Cap R6 Fund | Other securities | — | — | $28K | 0.2% | |
| Vanguard Group Total Stock Market Index Fund | Common Collective Trusts | — | — | $26K | 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 | — | — | $22K | 0.1% | |
| Principal Global Investors Mid Cap S&P 400 Index | Other securities | — | — | $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% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $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% | |
| PRINCIPAL US REIT FUND TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $7K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $4K | <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 | — |
