Area Agency on Aging District 7's EIN is 31-0971399.
Download the official 2024 Form 5500 (PDF) for Area Agency on Aging District 7 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Area Agency on Aging District 7's plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | RECORD KEEPER | $948 | — |
| LINCOLN NATIONAL CORPORATION | 31-0971399 | — | SERVICE PROVIDER | $125 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VNGRD TRGT RTRMT 2035 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $1.4M | 16.5% | |
| VNGRD TRGT RTRMT 2040 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $1.1M | 13.1% | |
| VNGRD TRGT RTRMT 2030 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $554K | 6.7% | |
| VNGRD 500 INDEX FD AS VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $478K | 5.8% | |
| VNGRD TRGT RTRMT 2025 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $470K | 5.7% | |
| BoA Fixed Account Investment contract | Other securities | — | — | $442K | 5.3% | |
| VNGRD TRGT RTRMT 2050 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $385K | 4.7% | |
| VNGRD TRGT RTRMT 2045 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $376K | 4.5% | |
| INVSCO DISC MDCAPGR R6 INVESCO · EIN 79-0000000 / PN 000 | Pooled Separate Account | — | — | $371K | 4.5% | |
| Participant Notes Receivable 3.25% - 8.50% - | Bonds / Notes | — | — | $360K | 4.4% | |
| VNGRD TRGT RTRMT 2055 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $281K | 3.4% | |
| VNGRD SMCAP VAL INDX ADML VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $252K | 3.1% | |
| LEGGM CLRBRDG LGCAP GR I LEGG MASON · EIN 97-0000000 / PN 000 | Pooled Separate Account | — | — | $219K | 2.7% | |
| VNGRD SMCAP GR INDX ADML VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $158K | 1.9% | |
| VNGRD TTL INTLSTKINDX ADML VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $148K | 1.8% | |
| VNGRD TRGT RTRMT 2020 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $139K | 1.7% | |
| VNGRD EQ INC ADML VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $138K | 1.7% | |
| VNGRD STRAT EQ INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $132K | 1.6% | |
| JNSHNDRSN GLBL LF SCNC N JANUS HENDERSON FUNDS · EIN 82-0000000 / PN 000 | Pooled Separate Account | — | — | $101K | 1.2% | |
| VNGRD TRGT RTRMT 2060 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $98K | 1.2% | |
| AMFDS NEW WLD R6 AMERICAN FUNDS · EIN 11-0000000 / PN 000 | Pooled Separate Account | — | — | $98K | 1.2% | |
| VNGRD BAL INDX ADML VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $70K | 0.8% | |
| AMFDS CAP INC BLDR R6 AMERICAN FUNDS · EIN 11-0000000 / PN 000 | Pooled Separate Account | — | — | $65K | 0.8% | |
| VIC SYC ESTBLSHD VAL I VICTORY · EIN 14-5000000 / PN 000 | Pooled Separate Account | — | — | $63K | 0.8% | |
| VNGRD TTL BND MKT LDX ADM VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $61K | 0.7% | |
| VNGRD TRGT RTRMT 2065 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $57K | 0.7% | |
| Lincoln Fixed Account Guaranteed interest account | Other securities | — | — | $47K | 0.6% | |
| VNGRD REALEST INDX ADML VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $42K | 0.5% | |
| VNGRD TRGT RTRMT INC VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $41K | 0.5% | |
| VNGRD ST FED ADML VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $39K | 0.5% | |
| FED HRMS GOV OBLGTNS PRMR FEDERATED HERMES · EIN 56-0000000 / PN 000 | Pooled Separate Account | — | — | $36K | 0.4% | |
| LRDABT SHRT DUR INC R5 LORD ABBETT · EIN 80-9000000 / PN 000 | Pooled Separate Account | — | — | $30K | 0.4% | |
| VNGRD STRAT SMCAP EQ INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| AMFDS US GOVT SEC R6 AMERICAN FUNDS · EIN 11-0000000 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| DAVIS FIN Y DAVIS FUNDS · EIN 40-0000000 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| LVIP Dimensional U.S. Core Equity 1 Mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| VNGRD MTRLS INDX ADML VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| LVIP Delaware Social Awareness Mutual fund | Other securities | — | — | $7K | <0.1% | |
| NW INV DEST CNSRV R6 NATIONWIDE · EIN 10-4000000 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VNGRD TRGT RTRMT 2070 INV VANGUARD · EIN 14-8000000 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-2361254 |
| — |
| INVESTMENT |
| $39K |
| — |
| SECURITIES AMERICA | — | LA VISTA, NE | INVESTMENT | $13K | — |
| EDWARD D.A. SOMMER | — | WORTHINGTON, OH | INVESTMENT | $5K | — |
