Steven Thomas signed Pentegra Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pentegra Services, Inc.'s EIN is 13-3745616.
Download the official 2024 Form 5500 (PDF) for Pentegra Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pentegra Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $305 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CLAS GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $41.5M | 21.6% | |
| INDEXSELECT MODERATE 2045 FUND CLAS GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $37.7M | 19.6% | |
| INDEXSELECT MODERATE 2055 FUND CLAS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $28.1M | 14.6% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $19.5M | 10.2% | |
| INDEXSELECT MODERATE RET FUND CLASS GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $18.1M | 9.4% | |
| INDEXSELECT MODERATE 2065 FUND CLAS GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $8.4M | 4.4% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.9M | 2.5% | |
| BLACKROCK RUSSELL 1000 INDEX GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $4.0M | 2.1% | |
| SMALL CAP VALUE FUND III CL I1 TOTA GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.9% | |
| LARGE CAP GROWTH FUND III FEE CLASS GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.4% | |
| Fidelity Total International Index Mutual Funds | Mutual Funds | — | — | $2.3M | 1.2% | |
| BLACKROCK MSCI ACWI EX-US INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $2.3M | 1.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2.0M | 1.0% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $1.9M | 1.0% | |
| EI Fixed Account - Series Class I Fixed Annuities | Other securities | — | — | $1.9M | 1.0% | |
| INDEXSELECT AGGRESSIVE RET FUND CLA GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $1.8M | 0.9% | |
| Participant Loans Interest Rates Range from 3.25% to $- | Bonds / Notes | — | — | $1.7M | 0.9% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $1.7M | 0.9% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $1.2M | 0.6% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $949K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $868K | 0.5% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $824K | 0.4% | |
| CORE PLUS BOND FUND II CL I1 GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $796K | 0.4% | |
| SMALL CAP GROWTH FUND II FEE CLASS AST WILMINGTON TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $699K | 0.4% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $576K | 0.3% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 38-4139848 / PN 000 | Common Collective Trust | — | — | $405K | 0.2% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $336K | 0.2% | |
| INDEXSELECT CONSERVATIVE RET FD CLA GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $271K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FD CL GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $189K | <0.1% | |
| BLACKROCK US TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $164K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FD CL GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $88K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FD CL GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $81K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FD CL GREAT GRAY · EIN 38-7275305 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| Dreyfus Government Cash Management Institutional Mutual Funds ** 27 Dreyfus Government Cash Management Institutional Mutual Funds | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR, OTHE | $239K | — |
| FLEXPATH STRATEGIES LLC | — | ALISO VIEJO, CA | OTHER, INVESTMENT ADVISO | $6K | — |
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | OTHER, INVESTMENT ADVISO | $4K | — |
| MMLIS | — | SPRINGFIELD, MA | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | OTHER, CONTRACT ADMIN | $478K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | — | OVERLAND PARK, KS | OTHER | $19K | — |
