Katja Cook signed Howard Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Howard Center's EIN is 03-0179433.
Download the official 2024 Form 5500 (PDF) for Howard Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Howard Center's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $184K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AC IN RETIRE TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $67.9M | 61.6% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $13.2M | 12.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.5M | 6.8% | |
| Fidelity Government Money Market Fund K6 | Mutual Funds | — | — | $4.8M | 4.4% | |
| Janus Henderson Balanced Fund Class N | Mutual Funds | — | — | $4.4M | 4.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.8M | 2.5% | |
| J.P. Morgan Mid Cap Growth R6 | Other securities | — | — | $2.4M | 2.2% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $1.1M | 1.0% | |
| PGIM Total Return Bond Fund - R6 | Other securities | — | — | $973K | 0.9% | |
| Parnassus Core Equity Fund - IS | Other securities | — | — | $653K | 0.6% | |
| Fidelity International Index | Mutual Funds | — | — | $552K | 0.5% | |
| Fidelity Low-Priced Stock K6 Fund | Mutual Funds | — | — | $490K | 0.4% | |
| J.P. Morgan Equity Income R6 | Other securities | — | — | $458K | 0.4% | |
| John Hancock Disciplined Val Mid Cap - R6 | Other securities | — | — | $411K | 0.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $355K | 0.3% | |
| Calvert Conservative Allocation I | Other securities | — | — | $246K | 0.2% | |
| Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $171K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $143K | 0.1% | |
| Fidelity AF New World R6 | Mutual Funds | — | — | $143K | 0.1% | |
| American Beacon Small Cap Value Fund R6 | Other securities | — | — | $142K | 0.1% | |
| PIMCO Real Return | Mutual Funds | — | — | $118K | 0.1% | |
| Calvert Green Bond Fund I | Other securities | — | — | $31K | <0.1% | |
| Calvert Growth Allocation Fund A | Other securities | — | — | $4K | <0.1% | |
| Fidelity Calvert International Responsible ** Index | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Calvert US Mid Cap Core R6 | 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.
