LISA Zamber signed Ecumenical Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ecumenical Enterprises, Inc.'s EIN is 23-1714246.
Download the official 2024 Form 5500 (PDF) for Ecumenical Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ecumenical Enterprises, Inc.'s plan includes profit-sharing, 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 | 35-0472300 | FORT WAYNE, IN | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LL | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $399 | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $120 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.2M | 96.4% | |
| YOURPATH ISHARE 2040 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $1.5M | 28.3% | |
| YOURPATH ISHARE 2025 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $815K | 15.2% | |
| YOURPATH ISHARE 2020 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $551K | 10.2% | |
| YOURPATH ISHARE 2035 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $528K | 9.8% | |
| YOURPATH ISHARE 2030 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $455K | 8.5% | |
| YOURPATH ISHARE 2045 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $344K | 6.4% | |
| YOURPATH ISHARE 2055 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $313K | 5.8% | |
| YOURPATH ISHARE 2050 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $165K | 3.1% | |
| YOURPATH ISHARE 2015 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $132K | 2.4% | |
| YOURPATH ISHARE 2060 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $125K | 2.3% | |
| LINCOLN STABLE VALUE ACCOUNT-LNG LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $114K | 2.1% | |
| YOURPATH ISHARE 2010 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $83K | 1.6% | |
| FIDELITY 500 INDEX LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $69K | 1.3% | |
| JPMORGAN LARGE CAP GROWTH CLASS R6 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $28K | 0.5% | |
| VANGUARD MID CAP VALUE INDEX ADMIRA LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $19K | 0.4% | |
| VANGUARD SMALL CAP VALUE INDEX ADMI LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $19K | 0.4% | |
| YOURPATH ISHARE 2065 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $17K | 0.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARDINAL PENSION GROUP, INC | — | WEST CHESTER, PA | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | DUNMORE, PA | INVESTMENT MGMT | $8K | — |
