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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $12K | — |
| PENTEGRA SERVICES, INC. TPA DIVISIO | 13-3745616 | — | RECORDKEEPER | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $2.1M | 18.7% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $1.6M | 14.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.5M | 12.7% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $1.4M | 12.0% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.1M | 9.6% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $1.1M | 9.4% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $647K | 5.7% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $529K | 4.6% | |
| Notes receivable from participants - 9.50%, various maturities. | Bonds / Notes | — | — | $382K | 3.3% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $336K | 2.9% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $288K | 2.5% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $113K | 1.0% | |
| J.P. Morgan J.P. Morgan U.S. Equity R6 | Other securities | — | — | $94K | 0.8% | |
| Vanguard Vangaurd Total Stock Mkt Index Admiral | Mutual Funds | — | — | $35K | 0.3% | |
| Vanguard MidCap Index Admiral | Mutual Funds | — | — | $34K | 0.3% | |
| Principal Asset Management Principal MidCap Fund R6 | Other securities | — | — | $34K | 0.3% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $34K | 0.3% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $33K | 0.3% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $28K | 0.2% | |
| Transamerica Financial Life * Stable Value Core Account | Stable Value | — | — | $20K | 0.2% | |
| Global Quality Growth GQG Partners Emerging Market Equity R6 | Other securities | — | — | $11K | 0.1% | |
| Goldman Sachs Goldman Sachs GQG Partners International Opportunity R6 | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $4K | <0.1% | |
| TCW Group TCW MetWest Total Return Bond P | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
