Deborah Fasola signed The Priority Center, Ending the Cycle of Generational Trauma's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Priority Center, Ending the Cycle of Generational Trauma's EIN is 33-0013237.
Download the official 2023 Form 5500 (PDF) for The Priority Center, Ending the Cycle of Generational Trauma from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Priority Center, Ending the Cycle of Generational Trauma's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 | — | COLUMBUS, OH | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISOR | — | CEDAR RAPIDS, IA | INVESTMENT ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Non-Benefit-Responsive Investment BOA-Fixed | Other securities | — | — | $554K | 21.0% | |
| MFS LFTM 2045 R6 Mutual Funds | Mutual Funds | — | — | $263K | 10.0% | |
| MFS LFTM 2060 R6 Mutual Funds | Mutual Funds | — | — | $222K | 8.5% | |
| MFS LFTM 2055 R6 Mutual Funds | Mutual Funds | — | — | $222K | 8.4% | |
| MFS LFTM 2040 R6 Mutual Funds | Mutual Funds | — | — | $148K | 5.6% | |
| VNGRD WLSLY INC ADML Mutual Funds ** 252 VNGRD WNDSR ADML Mutual Funds | Common Stocks | — | — | $148K | 5.6% | |
| PUTNAM LARGE CAP GROWTH FUND - CLASS Y Mutual Funds | Mutual Funds | — | — | $143K | 5.4% | |
| VNGRD BAL INDX ADML Mutual Funds | Other securities | — | — | $142K | 5.4% | |
| MFS LFTM 2050 R6 Mutual Funds | Mutual Funds | — | — | $137K | 5.2% | |
| VIC SYC ESTBLSHD VAL I Mutual Funds | Other securities | — | — | $102K | 3.9% | |
| FID 500 INDX Mutual Funds | Mutual Funds | — | — | $50K | 1.9% | |
| BAIRD COR PLS BD INST Mutual Funds | Other securities | — | — | $49K | 1.9% | |
| BLKRK 80/20 TRGTALLOC INST Mutual Funds | Other securities | — | — | $47K | 1.8% | |
| PRNCPL MDCAP R6 Mutual Funds | Other securities | — | — | $42K | 1.6% | |
| MFS LFTM 2035 R6 Mutual Funds | Mutual Funds | — | — | $34K | 1.3% | |
| AMFDS NEW WLD R6 Mutual Funds ** 752 ARTISAN INTL VAL INST Mutual Funds | Other securities | — | — | $32K | 1.2% | |
| NW GENEVA SMCAPGR INST SVC Mutual Funds | Other securities | — | — | $25K | 1.0% | |
| VNGRD TTL STMKT INDX FD AS Mutual Funds | Other securities | — | — | $15K | 0.6% | |
| FED HRMS GOV OBLGTNS PRMR Mutual Funds | Other securities | — | — | $13K | 0.5% | |
| FID US BD INDX Mutual Funds | Mutual Funds | — | — | $12K | 0.4% | |
| VNGRD GNMA ADML Mutual Funds ** 506 VNGRD ST FED ADML Mutual Funds ** 247 VNGRD TTL INTLSTKINDX ADML Mutual Funds | Agency / Mortgage-Backed | — | — | $11K | 0.4% | |
| MFS LFTM INC R6 Mutual Funds | Mutual Funds | — | — | $9K | 0.3% | |
| GDMNSCS GQGPTNRINTLOPPR R6 Mutual Funds | Other securities | — | — | $9K | 0.3% | |
| COHENSTRS REALEST SEC INST Mutual Funds | Other securities | — | — | $8K | 0.3% | |
| NW LOOMIS ALLCAP GR R6 Mutual Funds | Other securities | — | — | $8K | 0.3% | |
| PGIM TTL RTN BD R6 Mutual Funds | Other securities | — | — | $8K | 0.3% | |
| FID INTL INDX Mutual Funds | Mutual Funds | — | — | $8K | 0.3% | |
| MFS LFTM 2030 R6 Mutual Funds | Mutual Funds | — | — | $8K | 0.3% | |
| DODGECOX INTL STK CLASS I Mutual Funds | Other securities | — | — | $8K | 0.3% | |
| AVNTS US LGCAP VAL INST Mutual Funds | Other securities | — | — | $8K | 0.3% | |
| JPM LGCAP GR R6 Mutual Funds | Other securities | — | — | $7K | 0.3% | |
| DFA EMRG MKT COR EQ INST Mutual Funds | Mutual Funds | — | — | $7K | 0.3% | |
| CLVRT INTL EQ I Mutual Funds ** 872 MFS LFTM 2025 R6 Mutual Funds | Mutual Funds | — | — | $6K | 0.2% | |
| JPM EQ INC R5 Mutual Funds | Common Stocks | — | — | $6K | 0.2% | |
| PIMCO INTL BDUSDLRHDGINST Mutual Funds ** 925 PIMCO REAL RTN INST Mutual Funds | Mutual Funds | — | — | $5K | 0.2% | |
| BLKRK MDCAP GR EQ INST Mutual Funds ** 90 BLKRK STRAT INC OPPR I Mutual Funds ** 127 BLKRK TTL RTN K Mutual Funds | Common Stocks | — | — | $4K | 0.2% | |
| BLACKROCK HIGH YIELD PORTFOLIO - CLASS K Mutual Funds | Other securities | — | — | $4K | 0.2% | |
| PIMCOCOMDYREALRTNSTRATINST Mutual Funds ** 89 PRNCPL GLBL REALEST R6 Mutual Funds | Other securities | — | — | $4K | 0.2% | |
| DIAMOND HILL MDCAP I Mutual Funds | Other securities | — | — | $4K | 0.1% | |
| MFS MDCAP GR R6 Mutual Funds | Mutual Funds | — | — | $4K | 0.1% | |
| BRWNADV SUSTNBL GR INST Mutual Funds | Other securities | — | — | $3K | 0.1% | |
| LEGAL & GENERAL COMMODITY STRAT FD INSTL Mutual Funds | Other securities | — | — | $3K | 0.1% | |
| DFA INTL LGCAP GR Mutual Funds | Mutual Funds | — | — | $3K | 0.1% | |
| FED HRMS INST HIYLDBD INST Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| FID INFL PRTCT BD INDX Mutual Funds | Mutual Funds | — | — | $2K | <0.1% | |
| AB GLBL BD I Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| VNGRD EXPLR ADML Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| AVNTS US SMCAP VAL INST Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| FED HRMS SHINTDTLRTBD INST Mutual Funds | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
