Martha Welker signed The Village Network's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Village Network's EIN is 34-0768857.
Download the official 2024 Form 5500 (PDF) for The Village Network from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Village Network's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), profit-sharing, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUNA MUTUAL | — | MADISON, WI | RECORDKEEPER | $39K | — |
| LINCOLN NATIONAL CORP. (CR27710) | 35-1140070 | — | SERVICE PROVIDER | $725 | — |
| LINCOLN NATIONAL CORP.(EX27710) | 35-1140070 | — | SERVICE PROVIDER | $225 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vngrd Target Retirement 2035 Mutual fund | Other securities | — | — | $3.9M | 16.7% | |
| Vngrd Target Retirement 2045 Mutual fund | Other securities | — | — | $2.7M | 11.7% | |
| Vngrd Target Retirement 2030 Mutual fund | Other securities | — | — | $2.2M | 9.2% | |
| Vngrd Target Retirement 2025 Mutual fund | Other securities | — | — | $2.0M | 8.5% | |
| Vngrd Target Retirement 2055 Mutual fund | Other securities | — | — | $1.6M | 6.8% | |
| Vngrd Target Retirement 2050 Mutual fund | Other securities | — | — | $1.2M | 5.2% | |
| Vngrd Target Retirement 2060 Mutual fund | Other securities | — | — | $957K | 4.1% | |
| Vngrd 500 Index Adm Mutual fund | Common Collective Trusts | — | — | $767K | 3.3% | |
| TRP Blue Cip Grth I Mutual fund | Other securities | — | — | $677K | 2.9% | |
| Vngrd Target Retirement 2020 Mutual fund | Other securities | — | — | $457K | 1.9% | |
| Vngrd S&P 500 ETF Exchange traded fund | Common Collective Trusts | — | — | $455K | 1.9% | |
| Vngrd Technology Idx Adm Mutual fund | Common Collective Trusts | — | — | $412K | 1.8% | |
| American Balanced Fund - Class R6 Mutual fund | Other securities | — | — | $341K | 1.5% | |
| CMFG Stable Value Guaranteed investment ** contract | Stable Value | — | — | $341K | 1.5% | |
| LVIP Delaware VIP Value Mutual fund ** 31 * LVIP Dimensional U.S. Core Equity- Mutual fund | Mutual Funds | — | — | $308K | 1.3% | |
| Participant Loans (***) 9.50%) various -0- | Bonds / Notes | — | — | $284K | 1.2% | |
| Vngrd Small Cap Index Adm Mutual fund | Other securities | — | — | $217K | 0.9% | |
| Vngrd Target Retirement 2065 Mutual fund | Other securities | — | — | $197K | 0.8% | |
| Fixed Account Guaranteed investment ** contract | Other securities | — | — | $186K | 0.8% | |
| Vngrd Mid-Cap Index Adm Mutual fund | Other securities | — | — | $161K | 0.7% | |
| LVIP Delaware Social Awareness Mutual fund | Other securities | — | — | $134K | 0.6% | |
| Vngrd Total Stock Market ETF Exchange traded fund | Other securities | — | — | $112K | 0.5% | |
| Vngrd Target Retirement Inc Inv Mutual fund | Common Stocks | — | — | $104K | 0.4% | |
| Calv US LCp Cr Rsp Idx R6 Mutual fund | Common Collective Trusts | — | — | $100K | 0.4% | |
| Fid Adv Intl Cap App Z Mutual fund | Mutual Funds | — | — | $77K | 0.3% | |
| LVIP SSGA S&P 500 Index Mutual fund | Common Collective Trusts | — | — | $74K | 0.3% | |
| LVIP TRP Struct Mid-Cap Mutual fund | Other securities | — | — | $72K | 0.3% | |
| Fid Advr Total Bond Z Mutual fund | Mutual Funds | — | — | $71K | 0.3% | |
| American Mutual Fund - Class R6 Mutual fund | Other securities | — | — | $45K | 0.2% | |
| Prin Gbl Rl Est Scr R6 Mutual fund | Other securities | — | — | $41K | 0.2% | |
| LVIP Blended Lrg Cap Growth Mngd Mutual fund | Other securities | — | — | $39K | 0.2% | |
| Macquire Small Cap Value Mutual fund | Other securities | — | — | $38K | 0.2% | |
| America Funds Growth Mutual fund | Other securities | — | — | $38K | 0.2% | |
| Inv Devlpng Mkts R6 Mutual fund | Other securities | — | — | $32K | 0.1% | |
| LVIP Delaware SMID Cap Core Series Mutual fund | Other securities | — | — | $32K | 0.1% | |
| Principal High Yield Inst Mutual fund | Other securities | — | — | $20K | <0.1% | |
| Fidelity VIP Growth Mutual fund | Mutual Funds | — | — | $18K | <0.1% | |
| America Funds Global Growth Mutual fund | Other securities | — | — | $12K | <0.1% | |
| LVIP Blackrock Div Val Mngdvltlty Mutual fund | Other securities | — | — | $11K | <0.1% | |
| Fid Intl Idx Mutual fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| LVIP JPMorgan Rtrmnt Incm Fund Mutual fund | Other securities | — | — | $6K | <0.1% | |
| LVIP Delaware Reit Series Mutual fund | Common Stocks | — | — | $5K | <0.1% | |
| LVIP Mondrian International Value Mutual fund | Other securities | — | — | $3K | <0.1% | |
| LVIP Delaware Mid Cap Value Mutual fund | Other securities | — | — | $3K | <0.1% | |
| Voltlty * LVIP Delaware Bond Mutual fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY SERVICES, LLC | 36-4291971 | ROLLING MEADOWS, IL | ADVISOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS, INC. | 31-1299207 | CINCINNATI, OH | THIRD PARTY ADMIN | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES, LLC | — | AUSTIN, TX | 12048 | $0 | — |
