Lakewood Resource and Referral Center's EIN is 20-1324142.
Download the official 2024 Form 5500 (PDF) for Lakewood Resource and Referral Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lakewood Resource and Referral Center'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.1M | 16.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $861K | 12.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $721K | 10.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $670K | 10.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $542K | 8.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $520K | 7.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $435K | 6.5% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $419K | 6.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $292K | 4.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $160K | 2.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $69K | 1.0% | |
| Money market fund Vanguard Federal Money Market Fund | Mutual Funds | — | — | $67K | 1.0% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $59K | 0.9% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $45K | 0.7% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $39K | 0.6% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $37K | 0.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $31K | 0.5% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $22K | 0.3% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $21K | 0.3% | |
| maturing at various dates, secured by participant account balances | Other securities | — | — | $17K | 0.2% | |
| Vanguard Target Retirement 20270 Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
