Jennifer Hamilton signed Isaiah House, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Isaiah House, Inc.'s EIN is 26-2961334.
Download the official 2024 Form 5500 (PDF) for Isaiah House, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Isaiah House, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOULE FINANCIAL | — | LEXINGTON, KY | INVESTMENT MANAGER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Target 2040 Index Mutual Fund | Mutual Funds | — | — | $219K | 10.8% | |
| Schwab U.S. Large-Cap Growth Index Mutual Fund | Mutual Funds | — | — | $214K | 10.5% | |
| Schwab Target 2030 Index Mutual Fund | Mutual Funds | — | — | $204K | 10.0% | |
| Schwab Target 2045 Index Mutual Fund | Mutual Funds | — | — | $201K | 9.9% | |
| Schwab Target 2050 Index Mutual Fund | Mutual Funds | — | — | $193K | 9.5% | |
| Schwab Target 2055 Index Mutual Fund | Mutual Funds | — | — | $146K | 7.1% | |
| Schwab Target 2025 Index Mutual Fund | Mutual Funds | — | — | $97K | 4.8% | |
| Schwab Target 2035 Index Mutual Fund | Mutual Funds | — | — | $96K | 4.7% | |
| Schwab U.S. Mid-Cap Index Mutual Fund | Mutual Funds | — | — | $88K | 4.3% | |
| Schwab U.S. Large-Cap Value Index Mutual Fund | Mutual Funds | — | — | $85K | 4.2% | |
| Schwab S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $81K | 4.0% | |
| Schwab Target 2060 Index Mutual Fund | Mutual Funds | — | — | $58K | 2.9% | |
| DFA Emerging Markets Value I Mutual Fund | Mutual Funds | — | — | $44K | 2.2% | |
| Vanguard Energy Index Admiral Mutual Fund | Mutual Funds | — | — | $43K | 2.1% | |
| Schwab International Index Mutual Fund | Mutual Funds | — | — | $43K | 2.1% | |
| Charles Schwab & Co., Inc. Interest-bearing Cash | Mutual Funds | — | — | $39K | 1.9% | |
| Schwab U.S. Aggregate Bond Index Mutual Fund | Mutual Funds | — | — | $38K | 1.8% | |
| Schwab Health Care Mutual Fund | Mutual Funds | — | — | $30K | 1.5% | |
| Schwab Small Cap Index Mutual Fund | Mutual Funds | — | — | $29K | 1.4% | |
| Schwab Fundamental Emerging Markets Large Company In Mutual Fund | Mutual Funds | — | — | $29K | 1.4% | |
| Schwab Target 2065 Index Mutual Fund | Mutual Funds | — | — | $23K | 1.1% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $15K | 0.7% | |
| Schwab Fundamental International Small Company Index Mutual Fund | Mutual Funds | — | — | $9K | 0.5% | |
| Schwab Short-Term Bond Index Mutual Fund | Mutual Funds | — | — | $9K | 0.4% | |
| Schwab Treasury Inflation Protected Securities Index Mutual Fund | U.S. Treasuries | — | — | $4K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
