KIM Coons signed Wabash Valley Power Association, Inc. DBA Wabash Valley Power Alliance's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wabash Valley Power Association, Inc. DBA Wabash Valley Power Alliance's EIN is 35-1274565.
Download the official 2024 Form 5500 (PDF) for Wabash Valley Power Association, Inc. DBA Wabash Valley Power Alliance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wabash Valley Power Association, Inc. DBA Wabash Valley Power Alliance's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 24,969 shares | Common Collective Trusts | — | $25K | $5.1M | 26.1% | |
| Vanguard Institutional Target Retirement 2030 Fund 63,924 shares | Mutual Funds | — | $64K | $2.4M | 12.4% | |
| Fidelity Large Cap Growth Index Fund 53,878 shares | Common Collective Trusts | — | $54K | $2.1M | 10.8% | |
| Vanguard Institutional Target Retirement 2050 Fund 28,672 shares | Mutual Funds | — | $29K | $1.4M | 7.3% | |
| Vanguard Equity-Income Fund Admiral Shares 12,718 shares | Mutual Funds | — | $13K | $1.1M | 5.7% | |
| Fidelity Total Bond Fund 94,033 shares | Mutual Funds | — | $94K | $884K | 4.5% | |
| Fidelity Small Cap Index Fund 31,659 shares | Common Collective Trusts | — | $32K | $876K | 4.5% | |
| Vanguard Institutional Target Retirement 2040 Fund 18,947 shares | Mutual Funds | — | $19K | $819K | 4.2% | |
| American Funds EuroPacific Growth Fund R6 11,472 shares | Mutual Funds | — | $11K | $616K | 3.2% | |
| Money Market Fund Vanguard Federal Money Market Fund 531,277 shares | Mutual Funds | — | $531K | $531K | 2.7% | |
| Vanguard Institutional Target Retirement Income Fund 33,567 shares | Mutual Funds | — | $34K | $440K | 2.2% | |
| Vanguard Institutional Target Retirement 2060 Fund 7,041 shares | Mutual Funds | — | $7K | $361K | 1.8% | |
| Vanguard Institutional Target Retirement 2045 Fund 11,793 shares | Mutual Funds | — | $12K | $350K | 1.8% | |
| Self-Directed Brokerage Account Various | Self-Directed Brokerage | — | — | $291K | 1.5% | |
| Vanguard Institutional Target Retirement 2055 Fund 5,088 shares | Mutual Funds | — | $5K | $283K | 1.4% | |
| Fidelity Mid Cap Index Fund 7,599 shares | Common Collective Trusts | — | $8K | $257K | 1.3% | |
| BlackRock Mid Cap Growth Equity Portfolio 5,865 shares | Mutual Funds | — | $6K | $254K | 1.3% | |
| American Funds New World Fund Class R6 2,640 shares | Mutual Funds | — | $3K | $203K | 1.0% | |
| Vanguard Institutional Target Retirement 2020 Fund 18 shares 471 Vanguard Institutional Target Retirement 2025 Fund 10,084 shares | Mutual Funds | — | $10K | $188K | 1.0% | |
| Maturing December 2025 to January 2030 | Other securities | — | — | $186K | 1.0% | |
| Vanguard Institutional Target Retirement 2035 Fund 7,682 shares | Mutual Funds | — | $8K | $184K | 0.9% | |
| Principal Short-Term Income Institutional Class 12,950 shares | Other securities | — | $13K | $155K | 0.8% | |
| Vanguard Small Cap Growth Index Fund Admiral Shares 1,730 shares | Common Collective Trusts | — | $2K | $147K | 0.8% | |
| Vanguard Explorer Fund Admiral Shares 1,236 shares | Mutual Funds | — | $1K | $132K | 0.7% | |
| American Century Mid Cap Value Fund R6 Class 8,067 shares | Other securities | — | $8K | $125K | 0.6% | |
| Vanguard Institutional Target Retirement 2065 Fund 1,719 shares | Mutual Funds | — | $2K | $58K | 0.3% | |
| Vanguard Total International Bond Index Fund Admiral 991 shares | Common Collective Trusts | — | — | $19K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 Fund 81 shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
