EGER Lutheran Homes and Services, Inc.'s EIN is 13-5564936.
Download the official 2024 Form 5500 (PDF) for EGER Lutheran Homes and Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EGER Lutheran Homes and Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | NONE | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Mutual of America General Interest Accumulated Fund | Insurance Contracts | — | — | $1.2M | 17.3% | |
| REGISTERED INVESTMENT COMPANIES American Funds Growth Fund of America | Mutual Funds | — | $9K | $683K | 9.5% | |
| SEPARATE ACCOUNT NUMBER 1 MUTUAL OF AMERICA LIFE INSURANCE CO · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $647K | 9.0% | |
| FIXED ANNUITY * Lincoln Financial Group Stable Value Account | Stable Value | — | — | $628K | 8.7% | |
| The Vanguard Group 500 Index Fund Admiral Shares 964 | Common Collective Trusts | — | — | $523K | 7.3% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | $23K | $390K | 5.4% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | $18K | $369K | 5.1% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | $22K | $269K | 3.7% | |
| The Vanguard Group Small Cap Growth Index Admiral Shares | Mutual Funds | — | $3K | $267K | 3.7% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | $14K | $264K | 3.7% | |
| S * DWS Capital Growth VIP 926 | Pooled Separate Accounts | — | — | $245K | 3.4% | |
| MFS International Equity Fund Class R6 | Mutual Funds | — | $6K | $205K | 2.8% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | $3K | $185K | 2.6% | |
| The Vanguard Group Small Cap Value Admiral Shares | Mutual Funds | — | $2K | $169K | 2.3% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | $8K | $167K | 2.3% | |
| The Vanguard Group Mid Cap Growth Index Admiral Shares | Mutual Funds | — | $2K | $164K | 2.3% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | $8K | $160K | 2.2% | |
| The Vanguard Group LifeStrategy Moderate Growth Investor Shares | Mutual Funds | — | $5K | $149K | 2.1% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | $4K | $107K | 1.5% | |
| Mutual of America All America Fund | Other securities | — | $2K | $96K | 1.3% | |
| Fidelity VIP Equity-Income Portfolio 589 | Mutual Funds | — | — | $94K | 1.3% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | $5K | $73K | 1.0% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | $40K | $70K | 1.0% | |
| The Vanguard Group LifeStrategy Growth Investor Shares | Mutual Funds | — | $1K | $65K | 0.9% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | $3K | $61K | 0.8% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | $14K | $59K | 0.8% | |
| Mutual of America Small Cap Value Fund | Other securities | — | $12K | $44K | 0.6% | |
| The Vanguard Group LifeStrategy Conservative Growth Investor Shares | Mutual Funds | — | $2K | $40K | 0.6% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | $2K | $33K | 0.5% | |
| Invesco Global Fund Class R6 340 | Mutual Funds | — | — | $33K | 0.5% | |
| The Vanguard Group Mid Cap Value Index Admiral Shares 366 | Mutual Funds | — | — | $31K | 0.4% | |
| The Vanguard Group Developed Markets Index Admiral Shares | Mutual Funds | — | $2K | $27K | 0.4% | |
| American Century Real Estate Fund 872 | Other securities | — | — | $23K | 0.3% | |
| Mutual of America Intermediate Bond Fund | Other securities | — | $7K | $20K | 0.3% | |
| Mutual of America Core Bond Fund | Other securities | — | $2K | $16K | 0.2% | |
| American Funds New World Fund 211 | Mutual Funds | — | — | $16K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | $13K | $15K | 0.2% | |
| Fidelity VIP Contrafund Portfolio 54 | Mutual Funds | — | — | $14K | 0.2% | |
| Blackrock High Yield Bond Fund Class K | Other securities | — | $2K | $12K | 0.2% | |
| Western Asset Management Core Bond Fund | Other securities | — | $1K | $12K | 0.2% | |
| The Vanguard Group International Value Investor Shares 282 | Mutual Funds | — | — | $11K | 0.1% | |
| Pimco International Bond US Dollar Hedged Instl Class 897 | Mutual Funds | — | — | $9K | 0.1% | |
| Mutual of America Mid-Cap Equity Index Fund 588 | Common Collective Trusts | — | — | $5K | <0.1% | |
| Mutual of America Aggressive Allocation Fund 939 | Other securities | — | — | $5K | <0.1% | |
| The Vanguard Group LifeStrategy Income Investor Shares 294 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Investment Company of America Fund 72 | Mutual Funds | — | — | $4K | <0.1% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | $1K | $4K | <0.1% | |
| Pimco Real Return Institutional Class 360 | Mutual Funds | — | — | $4K | <0.1% | |
| Mutual of America Clear Passage 2025 Fund | Other securities | — | $1K | $3K | <0.1% | |
| Vanguard VIF Real Estate Index Portfolio 99 | Mutual Funds | — | — | $2K | <0.1% |
