Julie Dakers signed Christopher House's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Christopher House's EIN is 23-7316001.
Download the official 2023 Form 5500 (PDF) for Christopher House from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Christopher House's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC | 74-1625348 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIXED ACCOUNT PLUS | Other securities | — | — | $1.1M | 18.0% | |
| STOCK INDEX FUND | Common Collective Trusts | — | — | $1000K | 16.6% | |
| AGGRESSIVE GROWTH LIFESTYLE FUND | Other securities | — | — | $752K | 12.5% | |
| VANGUARD LIFESTRATEGY GROWTH FUND | Mutual Funds | — | — | $438K | 7.3% | |
| MODERATE GROWTH LIFESTYLE FUND | Other securities | — | — | $385K | 6.4% | |
| VANGUARD WINDSOR II FUND | Mutual Funds | — | — | $245K | 4.1% | |
| INTERNATIONAL EQUITIES INDEX FUND | Common Collective Trusts | — | — | $227K | 3.8% | |
| INTERNATIONAL VALUE FUND | Other securities | — | — | $195K | 3.2% | |
| AMER BEACON BRDWY LRG CP GRW I * 52 CORE BOND FUND | Other securities | — | — | $156K | 2.6% | |
| MID CAP INDEX FUND | Common Collective Trusts | — | — | $154K | 2.5% | |
| SMALL CAP INDEX FUND | Common Collective Trusts | — | — | $144K | 2.4% | |
| GS VIT GOV MONEY MKT FD INST | Cash / Money Market | — | — | $116K | 1.9% | |
| DIVIDEND VALUE FUND * 685 EMERGING ECONOMIES FUND | Other securities | — | — | $106K | 1.8% | |
| US SOCIALLY RESPONSIBLE FUND | Other securities | — | — | $104K | 1.7% | |
| SYSTEMATIC GROWTH FUND | Other securities | — | — | $93K | 1.5% | |
| VANGUARD LIFESTRATEGY MODERA FUND | Mutual Funds | — | — | $82K | 1.4% | |
| SHORT TERM FIXED ACCOUNT | Other securities | — | — | $66K | 1.1% | |
| MID CAP VALUE FUND | Other securities | — | — | $56K | 0.9% | |
| INFLATION PROTECTED FUND | Other securities | — | — | $55K | 0.9% | |
| INTERNATIONAL OPPORTUNITIES FUND | Other securities | — | — | $52K | 0.9% | |
| NASDAQ-100(R) INDEX FUND | Common Collective Trusts | — | — | $48K | 0.8% | |
| ARIEL FUND | Other securities | — | — | $48K | 0.8% | |
| VANGUARD LONG-TERM TREASURY FUND | Mutual Funds | — | — | $46K | 0.8% | |
| VANGUARD LIFESTRATEGY CONSER FUND | Mutual Funds | — | — | $42K | 0.7% | |
| INTERNATIONAL SOCIALLY RESPONSIBLE FUND | Other securities | — | — | $40K | 0.7% | |
| SMALL CAP SPECIAL VALUE FUND * 301 SMALL CAP VALUE FUND | Other securities | — | — | $38K | 0.6% | |
| GLOBAL REAL ESTATE FUND | Other securities | — | — | $36K | 0.6% | |
| SYSTEMATIC VALUE FUND | Other securities | — | — | $35K | 0.6% | |
| MID CAP STRATEGIC GROWTH FUND | Other securities | — | — | $35K | 0.6% | |
| VALIC COMPANY I CAPITAL APPRECIATION | Common Stocks | — | — | $33K | 0.5% | |
| ARIEL APPRECIATION FUND | Other securities | — | — | $31K | 0.5% | |
| HIGH YIELD BOND FUND | Other securities | — | — | $19K | 0.3% | |
| VALIC COMPANY I CONSERVATIVE GROWTH LIFESTYLE FUND | Common Stocks | — | — | $19K | 0.3% | |
| SYSTEMATIC CORE FUND | Other securities | — | — | $19K | 0.3% | |
| SCIENCE & TECHNOLOGY FUND | Other securities | — | — | $18K | 0.3% | |
| SMALL CAP GROWTH FUND | Other securities | — | — | $9K | 0.1% | |
| GOVERNMENT SECURITIES FUND | Other securities | — | — | $5K | <0.1% | |
| GROWTH FUND | Other securities | — | — | $4K | <0.1% | |
| GLOBAL STRATEGY FUND | Other securities | — | — | $4K | <0.1% | |
| LARGE CAPITAL GROWTH FUND | Other securities | — | — | $3K | <0.1% | |
| INTERNATIONAL GROWTH FUND | Other securities | — | — | $2K | <0.1% | |
| VANGUARD LONG-TERM INVESTMENT GRADE FUND | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
