Karen Box signed Augustine Institute, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Augustine Institute, Inc.'s EIN is 20-2349108.
Download the official 2024 Form 5500 (PDF) for Augustine Institute, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Augustine Institute, Inc.'s plan includes automatic enrollment, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA), a 403(b) annuity.
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 | — | SERVICE PROVIDER | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Catholic Responsible Investments Equity Index Institutional Mutual fund | Common Collective Trusts | — | — | $1.2M | 13.3% | |
| Vanguard Target Retirement 2050 Investment Mutual fund | Mutual Funds | — | — | $1.1M | 12.4% | |
| Vanguard Target Retirement 2040 Investment Mutual fund | Mutual Funds | — | — | $966K | 10.5% | |
| Vanguard 500 Index Admiral Mutual fund | Common Collective Trusts | — | — | $811K | 8.8% | |
| STANDARD STABLE ASSET FUND STANDARD INSURANCE CO. · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $808K | 8.7% | |
| Vanguard Target Retirement 2060 Investment Mutual fund | Mutual Funds | — | — | $755K | 8.2% | |
| Vanguard Target Retirement 2055 Investment Mutual fund | Mutual Funds | — | — | $728K | 7.9% | |
| Vanguard Target Retirement 2045 Investment Mutual fund | Mutual Funds | — | — | $475K | 5.1% | |
| Vanguard Target Retirement 2030 Investment Mutual fund | Mutual Funds | — | — | $464K | 5.0% | |
| Vanguard Target Retirement 2025 Investment Mutual fund | Mutual Funds | — | — | $318K | 3.4% | |
| Vanguard Target Retirement 2035 Investment Mutual fund | Mutual Funds | — | — | $315K | 3.4% | |
| Timothy Plan Small Cap Value Class I Mutual fund | Other securities | — | — | $242K | 2.6% | |
| Vanguard Small-Cap Index Admiral Mutual fund | Mutual Funds | — | — | $180K | 1.9% | |
| Vanguard Target Retirement 2020 Investment Mutual fund | Mutual Funds | — | — | $155K | 1.7% | |
| Catholic Responsible Investments Bond Institutional Mutual fund | Other securities | — | — | $96K | 1.0% | |
| Vanguard Target Retirement Income Mutual fund | Mutual Funds | — | — | $95K | 1.0% | |
| Vanguard Target Retirement 2065 Investment Mutual fund | Mutual Funds | — | — | $94K | 1.0% | |
| DFA Emerging Markets Social Core Equity I Mutual fund | Mutual Funds | — | — | $81K | 0.9% | |
| maturing between November 11, 2025 to October 29, 2029 | Other securities | — | — | $81K | 0.9% | |
| Invesco Real Estate Mutual fund | Mutual Funds | — | — | $67K | 0.7% | |
| DFA International Social Core Equity Institutional Mutual fund | Mutual Funds | — | — | $61K | 0.7% | |
| Vanguard Total International Stock Index Admiral Mutual fund | Mutual Funds | — | — | $49K | 0.5% | |
| Catholic Investor Large Cap Value Class I Mutual fund | Mutual Funds | — | — | $24K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
