Libby Quinn signed Concordia Lutheran Ministries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concordia Lutheran Ministries' EIN is 25-0969458.
Download the official 2024 Form 5500 (PDF) for Concordia Lutheran Ministries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concordia Lutheran Ministries' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $484K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
| CONCORDIA LUTHERAN HEALTH AND HUMAN |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Target 2030 I FD | Other securities | — | — | $13.3M | 10.0% | |
| T. Rowe Price Target 2035 I FD | Other securities | — | — | $13.1M | 9.8% | |
| T. Rowe Price Target 2025 I FD | Other securities | — | — | $12.0M | 9.0% | |
| T. Rowe Price Target 2050 I FD | Other securities | — | — | $11.3M | 8.5% | |
| T. Rowe Price Target 2045 I FD | Other securities | — | — | $10.7M | 8.0% | |
| T. Rowe Price Target 2055 I FD | Other securities | — | — | $10.2M | 7.6% | |
| Principal Fixed Income Non 401(a) | Other securities | — | — | $6.8M | 5.1% | |
| T. Rowe Price Target 2060 I FD | Other securities | — | — | $6.6M | 5.0% | |
| T. Rowe Price Target 2020 I FD | Other securities | — | — | $4.4M | 3.3% | |
| Principal LargeCap S&P 500 Index Fund | Common Collective Trusts | — | — | $3.9M | 2.9% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $3.8M | 2.8% | |
| Principal Blue Chip R6 Fund | Other securities | — | — | $3.3M | 2.5% | |
| T. Rowe Price Target 2065 I FD | Other securities | — | — | $3.0M | 2.3% | |
| Participant Loans | Participant loans | — | — | $3.0M | 2.3% | |
| JP Morgan US Equity L Fund | Other securities | — | — | $2.0M | 1.5% | |
| Blackrock HY Bond Investment Fund | Other securities | — | — | $1.7M | 1.3% | |
| Principal MidCap Inst Fund | Other securities | — | — | $1.5M | 1.1% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.2M | 0.9% | |
| American Centur Mid-Cap Val R6 | Other securities | — | — | $1.1M | 0.8% | |
| Principal Core Plus Bond Inst Fund | Other securities | — | — | $1.1M | 0.8% | |
| T. Rowe Price Target 2015 I FD | Other securities | — | — | $919K | 0.7% | |
| JanusHenderson Triton N | Other securities | — | — | $886K | 0.7% | |
| Allspring Spec Sm Cap Val Inst | Other securities | — | — | $875K | 0.7% | |
| Principal RE Secs R6 Fund | Other securities | — | — | $787K | 0.6% | |
| T. Rowe Price Target 2010 I FD | Other securities | — | — | $763K | 0.6% | |
| Delaware Emerging Markets Fund | Other securities | — | — | $752K | 0.6% | |
| American Funds Small Cap R6 Fund | Mutual Funds | — | — | $496K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $484K | 0.4% | |
| Columbia Div Income I3 Fund | Other securities | — | — | $472K | 0.4% | |
| PIMCO Govt Mny Mrkt Inst Fund | Mutual Funds | — | — | $319K | 0.2% | |
| Principal Bond Market Ind Inst Fund | Other securities | — | — | $316K | 0.2% | |
| T. Rowe Price Target 2005 I FD | Other securities | — | — | $171K | 0.1% | |
| Columbia Small Cap Index I2 Fund | Other securities | — | — | $156K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 25-0969458 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT | $0 | — |
