Maria Elena Perez signed Methodist Church Home's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Methodist Church Home's EIN is 13-1740003.
Download the official 2024 Form 5500 (PDF) for Methodist Church Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Methodist Church Home's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES Vanguard 1,997 shares of 500 Index Fund | Common Collective Trusts | — | $2K | $1.1M | 12.7% | |
| American Funds 12,906 shares of American Century Growth R6 | Mutual Funds | — | $13K | $780K | 9.2% | |
| Vanguard 9,544 shares of Windsor II Admiral Fund | Mutual Funds | — | $10K | $750K | 8.8% | |
| T. Rowe Price 55,785 shares of Retirement 2015 Fund | Other securities | — | $56K | $701K | 8.2% | |
| T. Rowe Price 19921 shares of Retirement 2040 Fund | Other securities | — | — | $609K | 7.1% | |
| American Funds 9,746 shares Europacific Growth Fund Cl R6 | Mutual Funds | — | $10K | $524K | 6.1% | |
| MFS 14,601 shares of Mid Cap Value Fund R6 | Mutual Funds | — | $15K | $464K | 5.4% | |
| T. Rowe Price 21,199 shares of Retirement 2035 Fund | Other securities | — | $21K | $446K | 5.2% | |
| T. Rowe Price 14,515 shares of Retirement 2030 Fund | Other securities | — | $15K | $372K | 4.4% | |
| Carillon 4,417 shares of Eagle Mid Cap Growth Fund Cl R6 | Other securities | — | $4K | $305K | 3.6% | |
| T. Rowe Price 13,383 shares of Retirement 2045 Fund | Other securities | — | $13K | $298K | 3.5% | |
| GROUP ANNUITY CONTRACT * CMFG Life Stable Value 24,377 units of CMFG Life Stable Value Fund | Stable Value | — | $24K | $296K | 3.5% | |
| T. Rowe Price 16,065 shares of Retirement 2025 Fund | Other securities | — | $16K | $266K | 3.1% | |
| Principal 16,228 shares of Small Cap Growth I R6 | Other securities | — | $16K | $242K | 2.8% | |
| Dodge & Cox 18,175 shares of Income Fund | Mutual Funds | — | $18K | $225K | 2.6% | |
| T. Rowe Price 11,710 shares of Retirement 2050 Fund | Other securities | — | $12K | $222K | 2.6% | |
| American Beacon 7777 shares of Small Vap Value R6 | Other securities | — | — | $192K | 2.2% | |
| T. Rowe Price 10,508 shares of Retirement 2060 Fund | Other securities | — | $11K | $174K | 2.0% | |
| with maturities through 2028 | Other securities | — | — | $148K | 1.7% | |
| T. Rowe Price 5,036 shares of Retirement 2055 Fund | Other securities | — | $5K | $100K | 1.2% | |
| T. Rowe Price 6,594 shares of Retirement 2010 Fund | Other securities | — | $7K | $100K | 1.2% | |
| T. Rowe Price 4,525 shares of Retirement 2020 Fund | Other securities | — | $5K | $84K | 1.0% | |
| Fidelity 5,497 shares of Ginnie Mae Fund | Agency / Mortgage-Backed | — | $5K | $55K | 0.6% | |
| Vanguard 1,365 shares of Total Int St Index Admiral Fund | Mutual Funds | — | $1K | $43K | 0.5% | |
| Vanguard 205 shares of Ext Market Index Admiral Fund | Mutual Funds | — | — | $30K | 0.3% | |
| Vanguard 1,890 shares of Total Bond Market Index Admiral Fund | Mutual Funds | — | $2K | $18K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
