Kristopher Comeaux signed Trustees - Southwest States Conference Defined Contribution Fun's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees - Southwest States Conference Defined Contribution Fun's EIN is 27-1555556.
Download the official 2023 Form 5500 (PDF) for Trustees - Southwest States Conference Defined Contribution Fun from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBEIN URANN SPENCER ET AL | 72-0999672 | — | NONE | $39K | — |
| NEEDLES & ASSOCIATES, LLC. | 51-0435869 | — | NONE | $24K | — |
| THE STANDARD | 93-0242990 | — | NONE | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $4.6M | 96.2% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $3.5M | 72.8% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $248K | 5.2% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $174K | 3.7% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $144K | 3.0% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $139K | 2.9% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $108K | 2.3% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $65K | 1.4% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $52K | 1.1% | |
| Stable value Fund * Standard Stable Asset Fund A | Stable Value | — | — | $46K | 1.0% | |
| Voya Intermediate Bond I | Other securities | — | — | $40K | 0.8% | |
| iShares S&P 500 Index K | Pooled Separate Accounts | — | — | $35K | 0.7% | |
| Vanguard Dev Mkts Idx Adm | Common Collective Trusts | — | — | $25K | 0.5% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $21K | 0.4% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $18K | 0.4% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $15K | 0.3% | |
| Vanguard Sm Cap Idx Adm | Common Collective Trusts | — | — | $8K | 0.2% | |
| Vanguard MdCp Val Idx Adm | Common Collective Trusts | — | — | $6K | 0.1% | |
| Neuberger Berman MidCapGr R6 | Other securities | — | — | $6K | 0.1% | |
| Vanguard Target Retire Incm | Mutual Funds | — | — | $5K | <0.1% | |
| T.Rowe Price Balanced I | Other securities | — | — | $3K | <0.1% | |
| T.Rowe Price Financial Svcs I | Other securities | — | — | $2K | <0.1% | |
| Vanguard Sm Cap Val Idx Adm | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
