Jeffery CHOD Boxell signed United Methodist Memorial Home's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Methodist Memorial Home's EIN is 35-0877581.
Download the official 2024 Form 5500 (PDF) for United Methodist Memorial Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Methodist Memorial Home's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS | 35-2015845 | INDIANAPOLIS, IN | THIRD PARTY ADMIN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LJI WEALTH MANAGEMENT, LLC | 26-0237809 | INDIANAPOLIS, IN | INVESTMENT SERVICES | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund 422,072 Shares | Mutual Funds | — | $422K | $1.0M | 18.6% | |
| Vanguard Target Retirement 2030 Fund 392,091 Shares | Mutual Funds | — | $392K | $891K | 16.2% | |
| Vanguard Target Retirement 2050 Fund 244,362 Shares | Mutual Funds | — | $244K | $668K | 12.1% | |
| Vanguard Target Retirement 2040 Fund 227,756 Shares | Mutual Funds | — | $228K | $587K | 10.7% | |
| Vanguard Target Retirement 2045 Fund 196,048 Shares | Mutual Funds | — | $196K | $528K | 9.6% | |
| Vanguard Target Retirement 2020 Fund 196,929 Shares | Mutual Funds | — | $197K | $386K | 7.0% | |
| Vanguard Target Retirement 2025 Fund 157,187 Shares | Mutual Funds | — | $157K | $334K | 6.1% | |
| Vanguard Target Retirement Income Fund 135,783 Shares | Mutual Funds | — | $136K | $219K | 4.0% | |
| Vanguard Target Retirement 2055 Fund 78,719 Shares | Mutual Funds | — | $79K | $215K | 3.9% | |
| Vanguard Target Retirement 2060 Fund 52,478 Shares | Mutual Funds | — | $52K | $143K | 2.6% | |
| Vanguard Target Retirement 2065 Fund 41,757 Shares | Mutual Funds | — | $42K | $74K | 1.3% | |
| Vanguard Growth Index Fund Admiral Shares 16,980 Shares | Common Collective Trusts | — | $17K | $71K | 1.3% | |
| Fidelity 500 Index Fund 29,483 Shares | Common Collective Trusts | — | $29K | $67K | 1.2% | |
| Vanguard Total Stock Market Index Fund Admiral Shares 16,269 Shares | Common Collective Trusts | — | $16K | $54K | 1.0% | |
| Vanguard Information Techonology Index Fund Admiral Shares 19,467 Shares | Common Collective Trusts | — | $19K | $51K | 0.9% | |
| Vanguard Windsor II Fund Admiral Shares 18,068 Shares | Mutual Funds | — | $18K | $33K | 0.6% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares 26,344 Shares | Common Collective Trusts | — | $26K | $29K | 0.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares 12,967 Shares | Common Collective Trusts | — | $13K | $28K | 0.5% | |
| MFS Mid Cap Growth Fund Class R6 13,348 Shares | Mutual Funds | — | $13K | $22K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 13,878 Shares | Common Collective Trusts | — | $14K | $14K | 0.3% | |
| JPMorgan Large Cap Growth Fund Class R6 4,221 Shares | Other securities | — | $4K | $11K | 0.2% | |
| Vanguard Value Index Fund Admiral Shares 3,839 Shares | Common Collective Trusts | — | $4K | $10K | 0.2% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares 4,398 Shares | Common Collective Trusts | — | $4K | $9K | 0.2% | |
| Fidelity Advisor International Growth Fund Class I 3,151 Shares | Mutual Funds | — | $3K | $6K | 0.1% | |
| Fidelity Small Cap Index Fund 3,315 Shares | Common Collective Trusts | — | $3K | $5K | <0.1% | |
| Victory Nasdaq 100 Index Fund R6 Shares 3,349 Shares | Common Collective Trusts | — | $3K | $5K | <0.1% | |
| Fidelity Blue Chip Growth K6 Fund 2,988 Shares | Mutual Funds | — | $3K | $4K | <0.1% | |
| Franklin Utilities Fund Advisor Class 1,535 Shares | Mutual Funds | — | $2K | $4K | <0.1% | |
| DFA U.S. Vector Equity Portfolio Institutional 1,744 Shares | Mutual Funds | — | $2K | $3K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares 1,373 Shares | Common Collective Trusts | — | $1K | $3K | <0.1% | |
| Federated Hermes Government Obligations Fund Premier 2,617 Shares | Other securities | — | $3K | $3K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 1,078 Shares | Common Collective Trusts | — | $1K | $3K | <0.1% | |
| JPMorgan Small Cap Equity Fund Class R5 1,092 Shares | Other securities | — | $1K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
