Graham Windham Services to Families' EIN is 13-2926426.
Download the official 2023 Form 5500 (PDF) for Graham Windham Services to Families from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Graham Windham Services to Families' plan includes money-purchase contributions, 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 | $6K | — |
| MUTUAL OF AMERICA INVERSTMENT CORP | — | NEW YORK, NY | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Similar Party Maturity Value Insurance Company General Account Units * Mutual of America Interest Accumulation Account | Common Stocks | — | — | $4.6M | 27.5% | |
| Separate Accounts * Mutual of America 2045 Retirement Fund | Pooled Separate Accounts | — | $491K | $1.5M | 9.2% | |
| Mutual of America 2035 Retirement Fund | Other securities | — | $399K | $1.1M | 6.7% | |
| Mutual of America 2055 Retirement Fund | Other securities | — | $373K | $1.1M | 6.7% | |
| Mutual of America 2030 Retirement Fund | Other securities | — | $478K | $991K | 5.9% | |
| Mutual of America 2040 Retirement Fund | Other securities | — | $247K | $776K | 4.6% | |
| Mutual of America 2050 Retirement Fund | Other securities | — | $241K | $728K | 4.3% | |
| Mutual of America 2025 Retirement Fund | Other securities | — | $274K | $695K | 4.1% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | $36K | $604K | 3.6% | |
| Calvert VP SRI Balanced Portfolio | Other securities | — | $55K | $594K | 3.5% | |
| Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | $6K | $383K | 2.3% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | $71K | $366K | 2.2% | |
| Mutual of America 2060 Retirement Fund | Other securities | — | $19K | $318K | 1.9% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | $88K | $245K | 1.5% | |
| Mutual of America Conservative Allocation Fund | Other securities | — | $88K | $236K | 1.4% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | $4K | $206K | 1.2% | |
| Fidelity VIP Contrafund Portfolio 640 | Mutual Funds | — | — | $160K | 1.0% | |
| T. Rowe Price Blue Chip Growth Portfolio | Other securities | — | $2K | $159K | 0.9% | |
| Mutual of America 2015 Retirement Fund | Other securities | — | $63K | $134K | 0.8% | |
| Mutual of America 2020 Retirement Fund | Other securities | — | $57K | $128K | 0.8% | |
| Mutual of America Mid-Cap Equity Index Fund | Common Collective Trusts | — | $13K | $111K | 0.7% | |
| Mutual of America Moderate Allocation Fund | Other securities | — | $25K | $102K | 0.6% | |
| Mutual of America Mid Cap Value Fund | Other securities | — | $28K | $99K | 0.6% | |
| Mutual of America International Fund | Other securities | — | $60K | $93K | 0.6% | |
| Fidelity VIP Equity-Income Portfolio 607 | Mutual Funds | — | — | $91K | 0.5% | |
| Mutual of America Retirement Income Fund | Other securities | — | $39K | $78K | 0.5% | |
| DWS Capital Growth VIP 296 | Other securities | — | — | $73K | 0.4% | |
| Fidelity VIP Asset Manager Portfolio 951 | Mutual Funds | — | — | $72K | 0.4% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | $18K | $70K | 0.4% | |
| Invesco V.I. Main Street Fund 655 | Mutual Funds | — | — | $68K | 0.4% | |
| Mutual of America All America Fund | Other securities | — | $2K | $67K | 0.4% | |
| American Century VP Capital Appreciation 567 | Other securities | — | — | $57K | 0.3% | |
| Mutual of America Core Bond Fund | Other securities | — | $8K | $53K | 0.3% | |
| Mutual of America 2065 Retirement Fund | Other securities | — | $3K | $52K | 0.3% | |
| Mutual of America Small Cap Value Fund | Other securities | — | $14K | $44K | 0.3% | |
| Mutual of America Small Cap Equity Index Fund | Common Collective Trusts | — | $3K | $34K | 0.2% | |
| Mutual of America Intermediate Bond Fund | Other securities | — | $12K | $32K | 0.2% | |
| Vanguard VIF Total Bond Market Index Portfolio | Mutual Funds | — | $3K | $31K | 0.2% | |
| Fidelity VIP Mid Cap Portfolio 193 | Mutual Funds | — | — | $30K | 0.2% | |
| Delaware VIP Small Cap Value Series | Other securities | — | $2K | $26K | 0.2% | |
| Mutual of America Balanced Fund | Other securities | — | $1K | $22K | 0.1% | |
| Neuberger Berman Advisers Management Trust 320 | Other securities | — | — | $6K | <0.1% | |
| Vanguard VIF Real Estate Index Portfolio 148 | Mutual Funds | — | — | $3K | <0.1% | |
| Goldman Sachs VIT US Equity Insights Fund 144 | 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.
