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, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.5M | 76.5% | |
| [Assets held in common collective trust] | Other | — | — | $1.9M | 19.0% | |
| MORLEY STABLE VALUE CI 25-I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 19.0% | |
| [Assets held in participant loans] | Other | — | — | $376K | 3.8% |
