EDNA WU signed Women in NEED's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Women in NEED's EIN is 13-3164477.
Download the official 2024 Form 5500 (PDF) for Women in NEED from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Women in NEED's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCES COMPANY | 42-1027290 | DES MOINES, IA | CONTRACT ADMINSTRATOR | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | NEW YORK, NY | CONTRACT ADMINISTRATOR | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Asset Management Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | — | $1.1M | 13.6% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | — | $1.1M | 12.6% | |
| Dimensional Fund Advisors DFA Infl Protected Sec I Fund 131 Nuveen Asset Management Nuveen Lifecycl Index 2025 R6 | Mutual Funds | — | — | $705K | 8.3% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2045 R6 | Mutual Funds | — | — | $616K | 7.3% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | — | $517K | 6.1% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2035 R6 | Mutual Funds | — | — | $493K | 5.8% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2060 R6 | Mutual Funds | — | — | $449K | 5.3% | |
| PRINCIPAL FIXED INCOME GUAR OPTION PRINCIPAL FIANCIAL · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $408K | 4.8% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2050 Ins | Mutual Funds | — | — | $357K | 4.2% | |
| MACQUARIE SMALL CAP VALUE R6 F MUTUAL FUND 361 NUVEEN LIFECYCLE INDEX RETIREM MUTUAL FUND | Mutual Funds | — | — | $324K | 3.8% | |
| Nuveen Asset Management Nuveen Infl Linked Bd R6 179 Nuveen Asset Management Nuveen Lifecycl Indx Ret Inc R | Mutual Funds | — | — | $324K | 3.8% | |
| maturities through 2037 | Other securities | — | — | $299K | 3.5% | |
| Fidelity Management & Research Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $294K | 3.5% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $292K | 3.5% | |
| PARTICIPANT LOANS RATES 4.25% TO 9.50% | Bonds / Notes | — | — | $286K | 3.4% | |
| Principal Global Investors Intl Equity Index Inst Fund++ | Common Collective Trusts | — | — | $247K | 2.9% | |
| Capital Research and Mgmt Co American Fds WshMut Inv R6 Fd | Common Stocks | — | — | $175K | 2.1% | |
| AMERICAN FUNDS WASHINGTON MUTU MUTUAL FUND | Mutual Funds | — | — | $175K | 2.1% | |
| JP Morgan Investment Mgmt Inc. JP Morgan Large Cap Gr R6 Fd | Common Stocks | — | — | $165K | 2.0% | |
| Janus Henderson JanusHenderson Enter N Fund | Mutual Funds | — | — | $129K | 1.5% | |
| NUVEEN INFLATION-LINKED BOND R MUTUAL FUND 179 NUVEEN LIFECYCLE INDEX 2065 R6 MUTUAL FUND | Mutual Funds | — | — | $118K | 1.4% | |
| LA Capital Mgmt/Victory MidCap Value I R6 Fund++ | Other securities | — | — | $116K | 1.4% | |
| Vanguard Group Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $110K | 1.3% | |
| Principal Global Investors SmallCap S&P 600 Index R6 Fund++ | Other securities | — | — | $81K | 1.0% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2020 R6 | Mutual Funds | — | — | $64K | 0.8% | |
| Macquarie Small Cap Value R6 F 361 * Principal Global Investors MidCap S&P 400 Index R6 Fund++ | Other securities | — | — | $51K | 0.6% | |
| FIDELITY INTERNATIONAL INDEX F MUTUAL FUND | Mutual Funds | — | — | $38K | 0.4% | |
| Capital Research and Mgmt Co American Funds New Prsp R6 Fnd | Mutual Funds | — | — | $34K | 0.4% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | — | $30K | 0.4% | |
| Janus Henderson JanusHenderson Triton N | Mutual Funds | — | — | $28K | 0.3% | |
| Vanguard Group Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | — | $26K | 0.3% | |
| VANGUARD MID-CAP VALUE INDEX A MUTUAL FUND | Mutual Funds | — | — | $26K | 0.3% | |
| Capital Research and Mgmt Co Amer Funds AmerBal R6 Fd | Common Stocks | — | — | $25K | 0.3% | |
| AMERICAN FUNDS AMERICAN BALANC MUTUAL FUND | Mutual Funds | — | — | $25K | 0.3% | |
| FIDELITY REAL ESTATE INDEX FUN MUTUAL FUND | Mutual Funds | — | — | $17K | 0.2% | |
| PRINCIPAL DIVERSIFIED INTERNAT MUTUAL FUND | Other securities | — | — | $12K | 0.1% | |
| DFA INFLATION PROTECTED SECURI MUTUAL FUND 131 VANGUARD SMALL CAP GROWTH INDE MUTUAL FUND | Mutual Funds | — | — | $7K | <0.1% | |
| Lord Abbett & Co, LLC Lord Abbett Total Return R6 Fd | Mutual Funds | — | — | $7K | <0.1% | |
| Capital Research and Mgmt Co American Funds New World R6 | Mutual Funds | — | — | $6K | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH MUTUAL FUND | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Group Vanguard Intl Grow th Adm Fd | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Management & Research Fidelity Contrafund K Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
