Emily Gruenewald signed Overture Center Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Overture Center Foundation's EIN is 01-0645482.
Download the official 2024 Form 5500 (PDF) for Overture Center Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Overture Center Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK CAPITAL MANAGEMENT, LLC | 27-0974719 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGRD TRGT RETIRE 2045 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $989K | 23.5% | |
| VANGRD TRGT RETIRE 2055 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $574K | 13.7% | |
| VANGRD TRGT RETIRE 2050 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $518K | 12.3% | |
| VANGRD TRGT RETIRE 2035 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $426K | 10.1% | |
| VANGUARD TRGT RETIRE 2025 FD VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $350K | 8.3% | |
| VANGRD TRGT RETIRE 2040 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $255K | 6.1% | |
| VANGUARD TRGT RETIRE 2030 FD VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $223K | 5.3% | |
| VANGRD TRGT RETIRE 2060 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $205K | 4.9% | |
| JP MORGAN GRW ADVANTAGE FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $102K | 2.4% | |
| VANGRD 500 INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $95K | 2.3% | |
| VANGRD TRGT RETIRE 2065 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $95K | 2.3% | |
| MACQ SCIENCE AND TECHNOLOGY R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $47K | 1.1% | |
| Vanguard Target Retire Inc Fd Mutual Fund | Mutual Funds | — | — | $47K | 1.1% | |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $47K | 1.1% | |
| VANGRD HEALTH CARE IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $42K | 1.0% | |
| Vanguard Life Strat Md Grw Fd Inv Mutual Fund | Mutual Funds | — | — | $36K | 0.9% | |
| VANGRD LIFESTRAT MD GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36K | 0.9% | |
| AMCEN MID CAP VALUE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $31K | 0.7% | |
| AMER BCN SMALL CAP VALUE R5 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $24K | 0.6% | |
| ISHARES RUSSELL 2000 SMCP IN K VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16K | 0.4% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16K | 0.4% | |
| PIMCO RI EST RI RTN STR FD INS VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16K | 0.4% | |
| CLRBRG SMCP GRW FD IS VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $13K | 0.3% | |
| FRANKLIN UTILITIES FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| VOYA FIXED ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| JP MORGAN EQUITY INCOME FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| Voya Fixed Account (4062) Fixed Account | Other securities | — | — | $8K | 0.2% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| Participant Loans 9.00% - 9.50% | Bonds / Notes | — | — | $7K | 0.2% | |
| VANGRD TRGT RETIRE 2070 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| MFS INTERNATIONAL GRW FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN FUNDS CAP WD BD R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $887 | <0.1% | |
| VOYA GV MNY MKT F A VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $50 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
