YWCA Metropolitan Chicago's EIN is 36-2179765.
Download the official 2023 Form 5500 (PDF) for YWCA Metropolitan Chicago from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)YWCA Metropolitan Chicago's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRIC WEALTH MANAGEMENT, LLC | 20-5122562 | BANNOCKURN, IL | INVESTMENT ADVISOR | $5K | — |
| TOROSO INVESTMENTS | 45-4779500 | MASSAPEQUA, NY | INVESTMENT ADVISOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Impact Shares Impact Shares Ywca Women's Empower | Other securities | — | — | $398K | 16.9% | |
| TIAA-CREF LIFE INDEX 2035 INST | Mutual Funds | — | — | $201K | 8.5% | |
| TIAA-CREF LIFE INDEX 2050 INST | Mutual Funds | — | — | $189K | 8.0% | |
| Charles Schwab S&P 500 Index | Common Collective Trusts | — | — | $180K | 7.6% | |
| TIAA-CREF LIFE INDEX 2030 INST | Mutual Funds | — | — | $177K | 7.5% | |
| TIAA-CREF LIFE INDEX 2045 INST | Mutual Funds | — | — | $167K | 7.1% | |
| TIAA-CREF LIFE INDEX 2055 INST | Mutual Funds | — | — | $158K | 6.7% | |
| TIAA-CREF LIFE INDEX 2060 INST | Mutual Funds | — | — | $143K | 6.0% | |
| TIAA-CREF LIFE INDEX 2040 INST | Mutual Funds | — | — | $125K | 5.3% | |
| Mid Atlantic Trust Company Deposit Management Program | Common Stocks | — | — | $107K | 4.5% | |
| TIAA-CREF LIFE INDEX 2020 INST | Mutual Funds | — | — | $73K | 3.1% | |
| TIAA-CREF LIFE INDEX 2025 INST | Mutual Funds | — | — | $60K | 2.6% | |
| TIAA-CREF Large CAP IDX INST | Common Collective Trusts | — | — | $55K | 2.3% | |
| Baron Real Estate Fund Inst | Other securities | — | — | $36K | 1.5% | |
| Participants Participant notes receivable - Interest rates ranging from 9.00 to 10.50 percent - | Other securities | — | — | $30K | 1.3% | |
| Vanguard Developed Markets Adm | Mutual Funds | — | — | $23K | 1.0% | |
| Permanent Portfolio Permanent Portfolio | Other securities | — | — | $23K | 1.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $23K | 1.0% | |
| Vanguard High Yield Corporate | Mutual Funds | — | — | $20K | 0.8% | |
| Ariel Focus Fund Investor Class | Other securities | — | — | $18K | 0.7% | |
| Vanguard Small Cap Growth Adm | Mutual Funds | — | — | $12K | 0.5% | |
| Schwab Small Cap Index | Mutual Funds | — | — | $11K | 0.5% | |
| Toroso Inv Growth ETF Strategy | Other securities | — | — | $11K | 0.5% | |
| TIAA-CREF LIFE INDEX 2015 INST | Mutual Funds | — | — | $10K | 0.4% | |
| Toroso Inv Agg Growth ETF Strategy | Other securities | — | — | $9K | 0.4% | |
| Ariel Fund Investor | Other securities | — | — | $8K | 0.4% | |
| Vanguard Inflation Protect Adm | Mutual Funds | — | — | $8K | 0.3% | |
| TIAA-CREF LIFE INDEX RETIRE INC | Mutual Funds | — | — | $8K | 0.3% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Emerg Mkt Stock Ind Adm | Mutual Funds | — | — | $7K | 0.3% | |
| DFA Intermediate Govt Fixed Inc I | Mutual Funds | — | — | $7K | 0.3% | |
| Toroso Inv. Toroso Inv Conservative ETF Strategy | Other securities | — | — | $7K | 0.3% | |
| Toroso Inv Moderate Growth ETF Strategy | Other securities | — | — | $7K | 0.3% | |
| Vanguard Total Bond Mkt Indx Adm | Mutual Funds | — | — | $6K | 0.2% | |
| Brown Capital Management Brown Cap Mgmt Mid Company Instl | Common Stocks | — | — | $6K | 0.2% | |
| Toroso Inv Cons Growth ETF Strategy | Other securities | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| RETIREMENT SOLUTIONS ADVISORS, LLC | 20-8154051 | CHICAGO, IL | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | PLYMOUTH, IN | NONE | $13K | — |
| MID-ATLANTIC TRUST COMPANY | 26-0010549 | PITTSBURGH, PA | NONE | $0 | — |
