Graham-Windham Services to Families and Children's EIN is 13-2926426.
Download the official 2023 Form 5500 (PDF) for Graham-Windham Services to Families and Children from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Graham-Windham Services to Families and Children's plan includes a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA | 13-1614399 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Similar Party Maturity Value Insurance Company General Account Units * Mutual of America Interest Accumulation Account | Common Stocks | — | — | $4.0M | 19.9% | |
| Separate Accounts * Mutual of America 2045 Retirement Fund | Pooled Separate Accounts | — | $433K | $1.4M | 6.8% | |
| Mutual of America 2035 Retirement Fund | Other securities | — | $451K | $1.4M | 6.8% | |
| Mutual of America 2040 Retirement Fund | Other securities | — | $386K | $1.2M | 6.1% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | $70K | $1.2M | 5.9% | |
| Mutual of America 2055 Retirement Fund | Other securities | — | $389K | $806K | 4.0% | |
| Mutual of America 2025 Retirement Fund | Other securities | — | $303K | $767K | 3.8% | |
| Mutual of America 2030 Retirement Fund | Other securities | — | $269K | $758K | 3.8% | |
| Calvert VP SRI Balanced Portfolio | Other securities | — | $65K | $700K | 3.5% | |
| DWS Capital Growth VIP | Other securities | — | $3K | $699K | 3.5% | |
| Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | $11K | $677K | 3.4% | |
| Mutual of America 2050 Retirement Fund | Other securities | — | $211K | $637K | 3.2% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | $218K | $607K | 3.0% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | $10K | $593K | 3.0% | |
| Fidelity VIP Contrafund Portfolio | Mutual Funds | — | $2K | $482K | 2.4% | |
| Mutual of America Moderate Allocation Fund | Other securities | — | $96K | $383K | 1.9% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | $68K | $350K | 1.7% | |
| Fidelity VIP Equity-Income Portfolio | Mutual Funds | — | $2K | $348K | 1.7% | |
| Mutual of America 2060 Retirement Fund | Other securities | — | $16K | $263K | 1.3% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | $63K | $245K | 1.2% | |
| American Century VP Capital Appreciation Fund | Other securities | — | $2K | $245K | 1.2% | |
| Mutual of America Conservative Allocation Fund | Other securities | — | $87K | $234K | 1.2% | |
| Mutual of America Mid-Cap Equity Index Fund | Common Collective Trusts | — | $28K | $233K | 1.2% | |
| Mutual of America Balanced Fund | Other securities | — | $12K | $213K | 1.1% | |
| Mutual of America International Fund | Other securities | — | $135K | $211K | 1.1% | |
| Mutual of America Small Cap Value Fund | Other securities | — | $63K | $206K | 1.0% | |
| Mutual of America Core Bond Fund | Other securities | — | $24K | $161K | 0.8% | |
| Invesco V.I. Main Street Fund | Mutual Funds | — | $1K | $151K | 0.8% | |
| Mutual of America 2015 Retirement Fund | Other securities | — | $66K | $140K | 0.7% | |
| Mutual of America 2020 Retirement Fund | Other securities | — | $59K | $132K | 0.7% | |
| Mutual of America All America Fund | Other securities | — | $3K | $132K | 0.7% | |
| T. Rowe Price Blue Chip Growth Portfolio | Other securities | — | $2K | $123K | 0.6% | |
| Delaware VIP Small Cap Value Series | Other securities | — | $6K | $78K | 0.4% | |
| Mutual of America Mid Cap Value Fund | Other securities | — | $16K | $57K | 0.3% | |
| Fidelity VIP Asset Manager Portfolio 687 | Mutual Funds | — | — | $52K | 0.3% | |
| Mutual of America 2065 Retirement Fund | Other securities | — | $3K | $51K | 0.3% | |
| Fidelity VIP Mid Cap Portfolio 295 | Mutual Funds | — | — | $46K | 0.2% | |
| Mutual of America Retirement Income Fund | Other securities | — | $21K | $41K | 0.2% | |
| Vanguard VIF Real Estate Index Portfolio | Mutual Funds | — | $1K | $24K | 0.1% | |
| Mutual of America Small Cap Equity Index Fund | Common Collective Trusts | — | $2K | $23K | 0.1% | |
| Mutual of America Intermediate Bond Fund | Other securities | — | $8K | $22K | 0.1% | |
| Neuberger Berman Advisers Management Trust | Other securities | — | $1K | $21K | 0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio | Mutual Funds | — | $2K | $16K | <0.1% | |
| Victory RS Small Cap Growth Equity VIP Series 596 | Other securities | — | — | $6K | <0.1% | |
| Goldman Sachs VIT US Equity Insights Fund 218 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
