Samaritan Daytop Village, Inc.'s EIN is 11-2635374.
Download the official 2024 Form 5500 (PDF) for Samaritan Daytop Village, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samaritan Daytop Village, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | BROKER/ADVISE R | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $9.9M | 19.9% | |
| MassMutual SAGIC Diversified Bond Contract Value | Other securities | — | — | $9.4M | 18.9% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $5.7M | 11.4% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $5.2M | 10.4% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $4.5M | 9.1% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $2.7M | 5.5% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $2.7M | 5.5% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $2.5M | 5.0% | |
| Participant loans Due at various dates through 2039 with interest rates of 4.25% - 9.5% -0- | Bonds / Notes | — | — | $1.8M | 3.6% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $1.0M | 2.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $533K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $305K | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $296K | 0.6% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $160K | 0.3% | |
| Nuveen Lifecycle Index Retirement Inc R6 | Mutual Funds | — | — | $77K | 0.2% | |
| Fidelity International Index | Mutual Funds | — | — | $65K | 0.1% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $64K | 0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $9K | <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 |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC. | 33-0785439 | — | CONTRACT ADMIN | $0 | — |
