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 VILLIAGE, CO | RECORDKEEPER | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLIAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $3.7M | 10.4% | |
| T.Rowe Price Large Cap Growth Fund | Other securities | — | — | $3.2M | 9.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $3.0M | 8.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $2.9M | 8.2% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $2.7M | 7.7% | |
| JPMorgan U.S. Value Fund | Other securities | — | — | $2.0M | 5.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.9M | 5.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.9M | 5.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 569 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $1.2M | 3.4% | |
| Invesco Small Cap Value Fund | Mutual Funds | — | — | $1.2M | 3.3% | |
| Ishares U.S. Aggregate Bond Index Fund | Common Collective Trusts | — | — | $1.2M | 3.3% | |
| American Funds American Balanced | Mutual Funds | — | — | $1.1M | 3.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.0M | 2.8% | |
| Ishares Russell 1000 Large-Cap Index Fund | Common Collective Trusts | — | — | $860K | 2.4% | |
| Fidelity Intermediate Treasury Bond Index Fund ** 12 Fidelity International Index Fund | U.S. Treasuries | — | — | $854K | 2.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $771K | 2.2% | |
| Nuveen S&P 500 Index | Common Collective Trusts | — | — | $663K | 1.9% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $623K | 1.8% | |
| Ishares Russell 2000 Small-Cap Index Fund | Common Collective Trusts | — | — | $547K | 1.5% | |
| participants 9.50%, various maturities. | Bonds / Notes | — | — | $366K | 1.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $341K | 1.0% | |
| Invesco Gold & Special Minerals | Mutual Funds | — | — | $330K | 0.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $330K | 0.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $326K | 0.9% | |
| BlackRock Sustainable Advantage Large Cap Core | Other securities | — | — | $296K | 0.8% | |
| Empower Annuity Insurance * Fixed Account | Other securities | — | — | $251K | 0.7% | |
| Ishares Russell Mid-Cap Index Fund | Common Collective Trusts | — | — | $146K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $134K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $94K | 0.3% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $77K | 0.2% | |
| Franklin Small Cap Growth Fund | Mutual Funds | — | — | $76K | 0.2% | |
| American Funds Capital World Bond Fund | Mutual Funds | — | — | $69K | 0.2% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $36K | <0.1% | |
| Victory Government Securities | Other securities | — | — | $14K | <0.1% | |
| Franklin Real Estate Securities Fund | Mutual Funds | — | — | $10K | <0.1% | |
| AllSpring Real Return | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| BIDDLE CAPITAL MANAGERMENT | — | WILMINGTON, DE | OTHER, INVESTMENT ADVISO | $114K | — |
| SHEPHERD FINANCIAL INVESTMENT ADVIS | — | CARMEL, IN | INVESTMENT ADVISOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FA INC | — | FORT WAYNE, IN | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | OTHER, CONTRACT ADMIN | $72K | — |
