Penny Yatesbaker signed Childstrive's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Childstrive's EIN is 91-6053563.
Download the official 2024 Form 5500 (PDF) for Childstrive from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Childstrive's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index | Common Collective Trusts | — | — | $825K | 13.8% | |
| Principal LifeTime Hybrid 2025 | Other securities | — | — | $818K | 13.7% | |
| Principal LifeTime Hybrid 2045 | Other securities | — | — | $699K | 11.7% | |
| Principal LifeTime Hybrid 2040 | Other securities | — | — | $627K | 10.5% | |
| Principal LifeTime Hybrid 2035 | Other securities | — | — | $528K | 8.9% | |
| Principal LifeTime Hybrid 2050 | Other securities | — | — | $513K | 8.6% | |
| Principal LifeTime Hybrid 2055 | Other securities | — | — | $510K | 8.5% | |
| Principal LifeTime Hybrid 2060 | Other securities | — | — | $246K | 4.1% | |
| Principal Blue Chip | Other securities | — | — | $174K | 2.9% | |
| Invesco Small Cap Value | Mutual Funds | — | — | $74K | 1.2% | |
| Principal LifeTime Hybrid 2020 | Other securities | — | — | $68K | 1.1% | |
| First Eagle Global | Other securities | — | — | $57K | 0.9% | |
| PGIM High Yields | Other securities | — | — | $53K | 0.9% | |
| Principal LifeTime Hybrid 2065 | Other securities | — | — | $50K | 0.8% | |
| T. Rowe Price Global Stock | Other securities | — | — | $47K | 0.8% | |
| Hartford Dividend & Growth | Other securities | — | — | $45K | 0.8% | |
| American Funds American High-Income Trust-A ** 346 American Funds Capital World Growth and Income Fund-A | Mutual Funds | — | — | $36K | 0.6% | |
| Hartford International Value | Other securities | — | — | $29K | 0.5% | |
| Principal Real Estate Securities | Other securities | — | — | $10K | 0.2% | |
| Franklin International Growth | Mutual Funds | — | — | $9K | 0.2% | |
| Principal LifeTime Hybrid 2015 | Other securities | — | — | $5K | <0.1% | |
| William Blair Small Cap Growth | Other securities | — | — | $5K | <0.1% | |
| Principal Equity Income | Other securities | — | — | $4K | <0.1% | |
| PIMCO Real Return | Mutual Funds | — | — | $3K | <0.1% | |
| Principal SmallCap S&P 600 Index | Other securities | — | — | $3K | <0.1% | |
| American Funds Capital Income Builder-A | Mutual Funds | — | — | $3K | <0.1% | |
| Hartford Schroders International Stock | Other securities | — | — | $2K | <0.1% | |
| Principal New World | Other securities | — | — | $2K | <0.1% | |
| Principal MidCap S&P 400 Index | Other securities | — | — | $2K | <0.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | — | $2K | <0.1% | |
| American Funds Fundamental Investors-A | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds The Investment Company of America ** 742 American Funds The Bond Fund of America ** 167 American Funds EuroPacific Growth ** 361 American Funds New World Fund-R3 ** 386 American Funds The Growth Fund of America-A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
