Eric Wietsma signed Board of Directors of Pentegra Defined Contribution Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Directors of Pentegra Defined Contribution Plan's EIN is 13-6321489.
Download the official 2024 Form 5500 (PDF) for Board of Directors of Pentegra Defined Contribution Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Directors of Pentegra Defined Contribution Plan's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | INVESTMENT MGMT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS |
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 | |||||
|---|---|---|---|---|---|---|
| S&P 500(R) INDEX NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $392.4M | 17.4% | |
| STABLE VALUE FUND METLIFE SERIES 25 RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $218.8M | 9.7% | |
| TARGET RETIREMENT 2030 NL SF CLM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $182.3M | 8.1% | |
| S&P MIDCAP INDEX NL SF CLM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 352 | Common Collective Trust | — | — | $164.1M | 7.3% | |
| NASDAQ-100 INDEX (R) NL SF CLASS M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $154.1M | 6.8% | |
| RUSSELL LARGECAP GROWTH(R)NL SF CLM SATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $145.3M | 6.4% | |
| TARGET RETIREMENT 2045 NL SF CLM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 494 | Common Collective Trust | — | — | $115.3M | 5.1% | |
| TARGET RETIREMENT 2035 NL SF CLM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 435 | Common Collective Trust | — | — | $93.9M | 4.2% | |
| TARGET RETIREMENT 2025 NL SF CLM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $86.2M | 3.8% | |
| RUSSELL SMALL CAP INDX NL SF CLK STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 096 | Common Collective Trust | — | — | $63.2M | 2.8% | |
| TARGET RETIREMENT 2040 NL SF CLM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $62.9M | 2.8% | |
| RUSSELL LARGE CAP VALUE (R) INDX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 226 | Common Collective Trust | — | — | $59.3M | 2.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund I | Other securities | — | — | $56.3M | 2.5% | |
| State Street Global Advisors Cash Series US Government Fund | Cash / Money Market | — | — | $55.9M | 2.5% | |
| State Street Global Advisors International Index Fund NL SF CL C | Common Collective Trusts | — | — | $52.8M | 2.3% | |
| INTL INDX NL SF CL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $52.8M | 2.3% | |
| TARGET RETIREMENT 2050 NL SF CLM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $48.6M | 2.2% | |
| TARGET RETIREMENT INCOME NL SH CLM STATE STSTATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $39.9M | 1.8% | |
| TARGET RETIREMENT 2055 NL SF CLM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $35.0M | 1.5% | |
| U.S. BOND INDEX NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $28.0M | 1.2% | |
| TARGET RETIREMENT 2020 NL SF CLM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $23.2M | 1.0% | |
| Principal Global Investors Principal Midcap Fund R-6 | Other securities | — | — | $23.1M | 1.0% | |
| TARGET RETIREMENT 2060 NL SF CLM STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 197 | Common Collective Trust | — | — | $22.7M | 1.0% | |
| American Beacon Funds American Beacon Large Cap Value Fund R6 | Other securities | — | — | $17.2M | 0.8% | |
| REIT INDX NL SF CL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 229 | Common Collective Trust | — | — | $15.7M | 0.7% | |
| U.S. LONG GOVT BOND INDEX SF CL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 051 | Common Collective Trust | — | — | $13.6M | 0.6% | |
| American Funds American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $12.5M | 0.6% | |
| MFS Massachusetts Investors Trust R6 | Mutual Funds | — | — | $10.1M | 0.4% | |
| BlackRock Advisors, LLC Blackrock Advantage Small Cap Core K | Other securities | — | — | $9.3M | 0.4% | |
| U.S. INFLATION PRO BOND INDX SF CL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $8.6M | 0.4% | |
| TARGET RETIREMENT 2065 NL SF CLM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $8.2M | 0.4% | |
| Dodge and Cox Dodge and Cox Income Fund X | Mutual Funds | — | — | $8.0M | 0.4% | |
| Charles Schwab and Company Inc. Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $4.9M | 0.2% | |
| JPMorgan Chase U.S. Govt Money Market Fund - Inst Shares - Fund 3915 | Cash / Money Market | — | — | $1.4M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISORY-PLAN |
| $45K |
| — |
| CAMBRIDGE INVESTMENT RESEARCH, INC | — | RIPLEY, TN | INVESTMENT ADVISORY(PLAN | $11K | — |
| CUSO FINANCIAL SERVICES, LP | — | SAN DIEGO, CA | INVESTMENT ADVISORY (PLA | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE ACCOUNT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIANCE TRUST COMPANY | 58-1428634 | — | TRUSTEE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES | 13-6321489 | — | CONTRACT ADMIN | $8.8M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN | 41-0746749 | — | ACCOUNTING | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCONNELL VALDES LLC | 66-0226027 | — | LEGAL | $1K | — |
