CORA Services, Inc.'s EIN is 23-2323488.
Download the official 2024 Form 5500 (PDF) for CORA Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CORA Services, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA), a 403(b) annuity, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | INDIANAPOLIS, IN | CUSTODIAN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | ALISO VIEJO, CA | ADVISOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $26.0M | 95.9% | |
| AUL Vanguard 500 Index Fund | Common Collective Trusts | — | — | $3.0M | 10.9% | |
| AUL Vanguard Wellington Fund | Mutual Funds | — | — | $2.2M | 8.1% | |
| AUL T. Rowe Price Retirement 2040 | Other securities | — | — | $2.1M | 7.6% | |
| AUL T. Rowe Price Retirement 2030 | Other securities | — | — | $1.7M | 6.2% | |
| AUL T. Rowe Price Retirement 2050 | Other securities | — | — | $1.7M | 6.1% | |
| AUL T. Rowe Price Retirement 2060 | Other securities | — | — | $1.6M | 6.0% | |
| AUL Vanguard Equity Income Fund | Mutual Funds | — | — | $1.6M | 5.9% | |
| AUL MFS Growth Fund | Mutual Funds | — | — | $1.6M | 5.9% | |
| AUL T. Rowe Price Retirement 2055 | Other securities | — | — | $1.3M | 4.9% | |
| AUL BlackRock Mid Cap Growth Equity Fund | Other securities | — | — | $1.2M | 4.5% | |
| AUL T. Rowe Price Retirement 2045 | Other securities | — | — | $1.0M | 3.8% | |
| AUL MFS International Value Fund | Mutual Funds | — | — | $904K | 3.3% | |
| AUL T. Rowe Price Retirement 2035 | Other securities | — | — | $814K | 3.0% | |
| AUL American Century Midcap Value Fund | Other securities | — | — | $703K | 2.6% | |
| AUL Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $668K | 2.5% | |
| AUL BlackRock Total Return Fund | Other securities | — | — | $501K | 1.8% | |
| AUL T. Rowe Price Retirement 2020 | Other securities | — | — | $498K | 1.8% | |
| AUL Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $420K | 1.5% | |
| AUL T. Rowe Price Retirement 2015 | Other securities | — | — | $379K | 1.4% | |
| AUL Nuveen Core Impact Bond Fund 21 * AUL Nuveen Large Cap Resp EQ Fund | U.S. Treasuries | — | — | $343K | 1.3% | |
| AUL American Funds Cap World Growth and Inc Fund | Mutual Funds | — | — | $294K | 1.1% | |
| AUL T. Rowe Price Retirement 2025 | Other securities | — | — | $281K | 1.0% | |
| AUL Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $266K | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $234K | 0.9% | |
| AUL Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $210K | 0.8% | |
| AUL Principal Real Estate Securities Fund | Other securities | — | — | $186K | 0.7% | |
| AUL T. Rowe Price Retirement 2065 | Other securities | — | — | $146K | 0.5% | |
| Goldman Sachs Mid Cap Value Fund | Other securities | — | — | $131K | 0.5% | |
| Federated Investments Equity Income Fund | Other securities | — | — | $105K | 0.4% | |
| AUL Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $103K | 0.4% | |
| AUL American Funds New World Fund | Mutual Funds | — | — | $96K | 0.4% | |
| AUL American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $77K | 0.3% | |
| AUL Vanguard Wellesley Income Fund | Mutual Funds | — | — | $67K | 0.2% | |
| AUL Vanguard International Stock Index Fund | Common Collective Trusts | — | — | $65K | 0.2% | |
| Invesco Global Allocation Fund | Mutual Funds | — | — | $65K | 0.2% | |
| Invesco Value Opportunities Fund | Mutual Funds | — | — | $47K | 0.2% | |
| AUL Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $30K | 0.1% | |
| Invesco Charter Fund | Mutual Funds | — | — | $25K | <0.1% | |
| MFS Value Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Macquarie Mid Cap Growth A 858 Macquarie Value A | Mutual Funds | — | — | $12K | <0.1% | |
| AUL American Funds Cap World Bond Fund | Mutual Funds | — | — | $11K | <0.1% | |
| AUL T. Rowe Price Retirement 2005 96 * AUL T. Rowe Price Retirement 2010 | Other securities | — | — | $9K | <0.1% | |
| Invesco Charter Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Invesco EQV International Equity | Mutual Funds | — | — | $3K | <0.1% | |
| Invesco American Franchise Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Goldman Sachs Government Income Fund | Other securities | — | — | $1K | <0.1% |
