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, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $214 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $54K | — |
| BENEFIT TRUST COMPANY | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $809 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | — | OVERLAND PARK, KS | TRUSTEE | $822 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | — | WHITE PLAINS, NY | CONTRACT ADMIN | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $1.8M | 13.1% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $1.6M | 12.2% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $1.2M | 9.0% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $1.0M | 7.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $758K | 5.6% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $722K | 5.4% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $691K | 5.1% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $587K | 4.4% | |
| Empower Annuity Insurance Co. EI Fixed Account Series Class I | Common Stocks | — | — | $570K | 4.2% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $524K | 3.9% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $399K | 3.0% | |
| JPMorgan US Equity R6 | Other securities | — | — | $383K | 2.8% | |
| Fidelity Total International Index | Mutual Funds | — | — | $382K | 2.8% | |
| American Funds American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $367K | 2.7% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $285K | 2.1% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $272K | 2.0% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $254K | 1.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $229K | 1.7% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $210K | 1.6% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $189K | 1.4% | |
| PIMCO Income Instl | Mutual Funds | — | — | $185K | 1.4% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $163K | 1.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $151K | 1.1% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $110K | 0.8% | |
| WEALTHPATH SMART RISK MODERATE 2 ALTA TRUST · EIN 81-2877419 / PN 001 | Common Collective Trust | — | — | $73K | 0.5% | |
| WEALTHPATH SMART RISK CONSERVATIVE2 ALTA TRUST · EIN 81-2856710 / PN 001 | Common Collective Trust | — | — | $70K | 0.5% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $60K | 0.4% | |
| MFS MID CAP GROWTH FUND CLASS 3C MFS INVESTMENT MANAGEMENT · EIN 57-1187281 / PN 022 | Common Collective Trust | — | — | $49K | 0.4% | |
| Franklin Small Cap Value R6 ** 892 AllianceBerstein L.P. AB Small Cap Growth Z | Mutual Funds | — | — | $36K | 0.3% | |
| WEALTHPATH SMART RISK BALANCED 2 ALTA TRUST · EIN 81-2820802 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| WEALTHPATH SMART RISK AGGRESSIVE 2 ALTA TRUST · EIN 81-2752913 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $1K | <0.1% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT WELLS FARGO MUTUAL FUNDS · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
