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 ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | — | IRVINE, CA | INVESTMENT ADVISOR | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Lifetime 2035 Fund | Mutual Funds | — | — | $818K | 14.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $603K | 10.9% | |
| MFS Lifetime 2050 Fund | Mutual Funds | — | — | $547K | 9.9% | |
| MFS Lifetime 2045 Fund | Mutual Funds | — | — | $520K | 9.4% | |
| MFS Lifetime 2055 Fund | Mutual Funds | — | — | $430K | 7.8% | |
| MFS Lifetime 2040 Fund | Mutual Funds | — | — | $399K | 7.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $397K | 7.2% | |
| MFS Lifetime 2060 Fund | Mutual Funds | — | — | $351K | 6.3% | |
| MFS Lifetime 2030 Fund | Mutual Funds | — | — | $326K | 5.9% | |
| MFS Lifetime 2065 Fund | Mutual Funds | — | — | $272K | 4.9% | |
| MFS Lifetime 2025 Fund | Mutual Funds | — | — | $266K | 4.8% | |
| MFS Lifetime Income Fund | Mutual Funds | — | — | $166K | 3.0% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $75K | 1.4% | |
| FUTUREFUNDS SERIES ACCT II GREAT-WEST LIFE & ANNUITY INS CO · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $75K | 1.4% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $43K | 0.8% | |
| Capital Group American Funds International Vantage Fund | Mutual Funds | — | — | $43K | 0.8% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $32K | 0.6% | |
| BlackRock Commodity Strategies Fund | Other securities | — | — | $26K | 0.5% | |
| BlackRock Tactical Opportunities Fund | Other securities | — | — | $25K | 0.4% | |
| Capital Group American Funds American Mutual Fund | Mutual Funds | — | — | $19K | 0.3% | |
| DFA Emerging Markets Value Fund | Mutual Funds | — | — | $15K | 0.3% | |
| Fidelity Advisor International Small Cap Fund | Mutual Funds | — | — | $13K | 0.2% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $10K | 0.2% | |
| MFS Massachusetts Investor Growth Stock Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $10K | 0.2% | |
| JPMorgan Core Bond Fund | Other securities | — | — | $9K | 0.2% | |
| DFA Emerging Markets Core Equity Fund | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity International Index Fund ** 538 Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $8K | 0.2% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $8K | 0.1% | |
| Allspring Core Plus Bond Fund | Other securities | — | — | $8K | 0.1% | |
| BlackRock Systematic Multi-Strat Instl Fund | Other securities | — | — | $7K | 0.1% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $6K | 0.1% | |
| MFS Global Real Estate Fund | Mutual Funds | — | — | $6K | 0.1% | |
| MFS New Discovery Fund | Mutual Funds | — | — | $6K | 0.1% | |
| Templeton Global Bond Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity Advisor Real Estate Income Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Janus Henderson Triton 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | — | OVERLAND PARK, KS | TRUSTEE | $707 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | CONTRACT ADMIN | $55K | — |
