CHAD Carroll signed The Heritage Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Heritage Foundation's EIN is 23-7327730.
Download the official 2024 Form 5500 (PDF) for The Heritage Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Heritage Foundation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | RECORD KEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 82-3967259 | — | INVESTMENT ADVISORS | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral n/a | Common Collective Trusts | — | — | $7.4M | 20.3% | |
| Putnam Investments Large Cap Value Fund n/a | Mutual Funds | — | — | $4.7M | 13.1% | |
| T. Rowe Price Retirement 2035 Fund n/a 648 T. Rowe Price Retirement 2040 Fund n/a | Other securities | — | — | $3.3M | 9.2% | |
| Charles Schwab Government Money Fund n/a | Mutual Funds | — | — | $2.2M | 6.1% | |
| T. Rowe Price Retirement 2030 Fund n/a | Other securities | — | — | $2.0M | 5.5% | |
| Janus Henderson Enterprise Fund n/a | Mutual Funds | — | — | $1.8M | 5.0% | |
| Alliance Bernstein Large Cap Growth Fund n/a | Other securities | — | — | $1.7M | 4.6% | |
| Vanguard Mid Cap Index Fund Admiral n/a | Common Collective Trusts | — | — | $1.4M | 3.8% | |
| Artisan Partners International Value Fund Institutional n/a | Other securities | — | — | $1.2M | 3.3% | |
| Vanguard Total International Stock Index n/a | Mutual Funds | — | — | $1.1M | 3.1% | |
| T. Rowe Price Retirement 2050 Fund n/a | Other securities | — | — | $955K | 2.6% | |
| Vanguard Small Cap Index Admiral n/a | Mutual Funds | — | — | $807K | 2.2% | |
| Charles Schwab Cash n/a 202 Fidelity Advisor Strategic Income Fund n/a | Mutual Funds | — | — | $768K | 2.1% | |
| Vanguard Interm Term Treasury Fund n/a | Mutual Funds | — | — | $760K | 2.1% | |
| Segall Bryant & Hamill Plus Bond Institutional n/a | Other securities | — | — | $758K | 2.1% | |
| Royce & Associates, LP Royce Special Equity Institutional n/a | Other securities | — | — | $628K | 1.7% | |
| Vanguard Short Term Bond Index Fund n/a | Common Collective Trusts | — | — | $564K | 1.6% | |
| Vanguard Total Bond Market Index n/a | Mutual Funds | — | — | $544K | 1.5% | |
| MFS Investment Management Moderate Allocation n/a | Mutual Funds | — | — | $522K | 1.4% | |
| Vanguard REIT Index Admiral Share n/a | Mutual Funds | — | — | $444K | 1.2% | |
| Harris Associates Investment Trust n/a | Other securities | — | — | $428K | 1.2% | |
| Vanguard Inflation Protected Sec Admiral n/a | Mutual Funds | — | — | $340K | 0.9% | |
| T. Rowe Price Retirement 2020 Fund n/a | Other securities | — | — | $313K | 0.9% | |
| MFS Investment Management International Growth CL n/a | Mutual Funds | — | — | $310K | 0.9% | |
| MFS Investment Management Mid Cap Value Fund n/a | Mutual Funds | — | — | $277K | 0.8% | |
| Global Quality Growth Partners Emerging Markets EQ Fund n/a | Other securities | — | — | $263K | 0.7% | |
| John Hancock Disciplined Value International Fund n/a | Other securities | — | — | $245K | 0.7% | |
| Baron Capital, Inc. Small Cap Fund Institutional n/a | Common Stocks | — | — | $186K | 0.5% | |
| MFS Investment Management Growth Allocation Fund n/a | Mutual Funds | — | — | $107K | 0.3% | |
| Hussman Funds Strategic Total Return Fund n/a | Other securities | — | — | $91K | 0.2% | |
| PIMCO All Asset Fund Institutional n/a | Mutual Funds | — | — | $43K | 0.1% | |
| T. Rowe Price Retirement 2065 Fund n/a | Other securities | — | — | $41K | 0.1% | |
| T. Rowe Price Retirement 2055 Fund n/a | Other securities | — | — | $25K | <0.1% | |
| MFS Investment Management Conservative Allocation Fund n/a | Mutual Funds | — | — | $17K | <0.1% | |
| MFS Investment Management Aggressive Growth Allocation Fund n/a | Mutual Funds | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2060 Fund n/a | Other securities | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2045 Fund n/a | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
