GERI O'DONoghue signed Lutheran Immigration and Refugee Service's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lutheran Immigration and Refugee Service's EIN is 13-2574854.
Download the official 2024 Form 5500 (PDF) for Lutheran Immigration and Refugee Service from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lutheran Immigration and Refugee Service's plan includes 403(b) custodial accounts, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | APPLETON, WI | CONTRACT ADMIN | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $3.2M | 15.9% | |
| American Funds | Mutual Funds | — | — | $2.6M | 12.8% | |
| American Funds | Mutual Funds | — | — | $2.3M | 11.5% | |
| American Funds | Mutual Funds | — | — | $2.2M | 10.8% | |
| American Funds | Mutual Funds | — | — | $2.0M | 10.1% | |
| American Funds | Mutual Funds | — | — | $1.8M | 8.9% | |
| American Funds | Mutual Funds | — | — | $1.6M | 7.9% | |
| American Funds | Mutual Funds | — | — | $853K | 4.2% | |
| Blackrock | Other securities | — | — | $708K | 3.5% | |
| Putnam | Mutual Funds | — | — | $481K | 2.4% | |
| American Funds | Mutual Funds | — | — | $471K | 2.3% | |
| Fidelity | Mutual Funds | — | — | $464K | 2.3% | |
| American Funds | Mutual Funds | — | — | $373K | 1.9% | |
| American Funds | Mutual Funds | — | — | $336K | 1.7% | |
| Loans to Participants | Participant loans | — | — | $190K | 0.9% | |
| Calvert Funds | Other securities | — | — | $105K | 0.5% | |
| American Funds | Mutual Funds | — | — | $93K | 0.5% | |
| Blackrock | Other securities | — | — | $65K | 0.3% | |
| Massachusetts Financial | Other securities | — | — | $62K | 0.3% | |
| Columbia | Other securities | — | — | $52K | 0.3% | |
| Franklin | Mutual Funds | — | — | $41K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $31K | 0.2% | |
| Blackrock | Other securities | — | — | $29K | 0.1% | |
| Fidelity | Mutual Funds | — | — | $25K | 0.1% | |
| Hartford | Other securities | — | — | $18K | <0.1% | |
| Franklin | Mutual Funds | — | — | $14K | <0.1% | |
| Calvert Funds | Other securities | — | — | $11K | <0.1% | |
| American Funds | Mutual Funds | — | — | $6K | <0.1% | |
| Virtus | Other securities | — | — | $4K | <0.1% | |
| Invesco | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds | Mutual Funds | — | — | $396 | <0.1% | |
| Massachusetts Financial | Other securities | — | — | $4 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
