John Ducoff signed Covenant House's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Covenant House's EIN is 13-2725416.
Download the official 2024 Form 5500 (PDF) for Covenant House from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Covenant House's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $239K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S, AT FAIR VALUE T. Rowe Price Ret 2040 I | Mutual Funds | — | $252K | $7.7M | 12.1% | |
| T. Rowe Price Ret 2035 I | Other securities | — | $323K | $6.8M | 10.7% | |
| T. Rowe Price Ret 2030 I | Other securities | — | $251K | $6.4M | 10.1% | |
| T. Rowe Price Ret 2045 I | Other securities | — | $271K | $6.0M | 9.5% | |
| T. Rowe Price Ret 2025 I | Other securities | — | $290K | $4.8M | 7.6% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | $9K | $4.8M | 7.6% | |
| INSURANCE COMPANY INVESTMENT CONTRACT, AT CONTRACT VALUE SHARES / UNITS Guaranteed Income Fund | Common Stocks | — | $127K | $3.8M | 6.0% | |
| T. Rowe Price Ret 2050 I | Other securities | — | $177K | $3.3M | 5.3% | |
| T. Rowe Price Ret 2055 I | Other securities | — | $103K | $2.1M | 3.2% | |
| MainStay Winslow Lg Cap Gr R6 | Other securities | — | $161K | $1.9M | 3.1% | |
| T. Rowe Price Ret 2020 I | Other securities | — | $90K | $1.7M | 2.6% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | $169K | $1.6M | 2.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.5M | 2.3% | |
| with maturity dates through 2031 | Other securities | — | — | $1.5M | 2.3% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | $44K | $1.4M | 2.2% | |
| Columbia Dividend Inc Inst3 | Common Stocks | — | $37K | $1.2M | 2.0% | |
| T. Rowe Price Ret 2010 I | Other securities | — | $74K | $1.1M | 1.8% | |
| DFA US Targeted Val | Mutual Funds | — | $31K | $1.1M | 1.7% | |
| T. Rowe Price Ret 2060 I | Other securities | — | $64K | $1.1M | 1.7% | |
| Fidelity Small Cap Gr K6 | Mutual Funds | — | $54K | $959K | 1.5% | |
| T. Rowe Price Ret 2015 I | Other securities | — | $64K | $808K | 1.3% | |
| Fidelity Total Bd K6 | Mutual Funds | — | $68K | $588K | 0.9% | |
| American Funds EuroPacific Gr R6 | Mutual Funds | — | $9K | $476K | 0.7% | |
| Vanguard Extended Market Index Adm | Mutual Funds | — | $3K | $388K | 0.6% | |
| Vanguard FTSE Social Index Admiral | Mutual Funds | — | $5K | $282K | 0.4% | |
| T. Rowe Price Ret 2005 I | Other securities | — | $24K | $282K | 0.4% | |
| Fidelity Emerging Markets K | Mutual Funds | — | $7K | $264K | 0.4% | |
| PIMCO Comm Rl Ret Strategy Instl | Mutual Funds | — | $17K | $223K | 0.4% | |
| Hartford Strategic Inc R6 | Common Stocks | — | $28K | $216K | 0.3% | |
| Vanguard Intl Val | Mutual Funds | — | $5K | $183K | 0.3% | |
| DFA Glbl Real Estate Sec I | Mutual Funds | — | $18K | $179K | 0.3% | |
| T. Rowe Price Intl Discovery I | Other securities | — | $3K | $168K | 0.3% | |
| T. Rowe Price Ret 2065 I | Other securities | — | $7K | $88K | 0.1% | |
| T. Rowe Price Ret Balanced I 159 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
