Yedei Chesed's EIN is 13-3728771.
Download the official 2024 Form 5500 (PDF) for Yedei Chesed from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Yedei Chesed's plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
| VOYA RETIREMENT INS & ANNUITY CO. | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option Insurance General Account | Other securities | — | — | $915K | 35.2% | |
| Voya Intermediate Bond Fund Mutual Fund | Other securities | — | — | $289K | 11.1% | |
| Neuberger Berman Sustain Equity FD Trust Mutual Fund * 111 ** Principal Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $289K | 11.1% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $187K | 7.2% | |
| MFS Value Fund Mutual Fund | Mutual Funds | — | — | $154K | 5.9% | |
| Columbia Sel Mid Cap Value Fund A Mutual Fund * 107 Federated Hermes Institutional HYBF Mutual Fund | Other securities | — | — | $98K | 3.8% | |
| Participant Loans Interest rates range from 5.05% - 8.75% - | Bonds / Notes | — | — | $82K | 3.1% | |
| Voya Balanced Portfolio 1 Mutual Fund * 108 ** Voya Fixed Plus Account 4660 Insurance Co. General Acct * 107 ** Voya Fixed Plus Account II A Insurance Co. General Acct | Common Stocks | — | — | $73K | 2.8% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $66K | 2.6% | |
| Principal SmallCap Value Fund II Mutual Fund | Other securities | — | — | $63K | 2.4% | |
| Amana Growth Fund Inv Mutual Fund * 105 American Funds Growth Fnd R4 Mutual Fund * 111 America Funds New World Fund Inc Mutual Fund | Mutual Funds | — | — | $56K | 2.2% | |
| Principal Global Real Estate Securities Fund Mutual Fund | Other securities | — | — | $45K | 1.7% | |
| Fidelity VIP Contrafund Port I Mutual Fund * 109 Fidelity VIP Growth Portfolio I Mutual Fund * 108 The Hartford Int’l Oppot FD R4 Mutual Fund * 104 Invesco VI American Franchise FD I Mutual Fund * 112 Janus Inv Fund-Janus Henderson Triton Fd Mutual Fund | Mutual Funds | — | — | $44K | 1.7% | |
| Principal International Equity Fund Index Mutual Fund | Other securities | — | — | $43K | 1.7% | |
| Principal Overseas Fund Mutual Fund | Other securities | — | — | $42K | 1.6% | |
| Alger Responsible Investing Fund A Mutual Fund * 109 American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $40K | 1.5% | |
| Principal Smallcap S&P 600 Index Fund Mutual Fund | Common Collective Trusts | — | — | $35K | 1.3% | |
| Principal Lifetime Hybrid 2060 Fund Mutual Fund * 563 ** Principal MidCap S&P 400 Index Fund Mutual Fund | Common Collective Trusts | — | — | $35K | 1.3% | |
| Represents a party-in-interest Note: Participant loans are reflected net of deemed distributed loans in the amount of $1,915 and accrued | Participant loans | — | — | $2K | <0.1% | |
| Voya Govt Money Market Port I Mutual Fund | Cash / Money Market | — | — | $1K | <0.1% | |
| Voya Russell Lrg CP Grw IND Port I Mutual Fund * 112 ** Voya Russell Mid Cp Grw Ind Port I Mutual Fund * 109 ** Voya Solution Income Prt Srv Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GWN SECURITIES, INC. |
| 65-0939556 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| WILSHIRE ADVISORS, LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
