Robert Hooker signed ELIM Christian Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ELIM Christian Services' EIN is 36-2276614.
Download the official 2024 Form 5500 (PDF) for ELIM Christian Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ELIM Christian Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXOS | 77-0616239 | — | RECORD KEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTFOLIO DESIGN SERVICES | 72-1558055 | — | INVESTMENT ADVISOR | $145K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA U.S. Targeted Value Fund Institutional Class 89,732.449 shares | Mutual Funds | — | — | $3.1M | 13.6% | |
| DFA International Core Equity Fund Institutional 148,349.524 shares | Mutual Funds | — | — | $2.3M | 10.1% | |
| DFA Emerging Markets Core Equity Fund Instl Class 95,513.308 shares | Mutual Funds | — | — | $2.2M | 9.8% | |
| Vanguard Total Bond Market Index Fund Advisor 214,806.388 shares | Common Collective Trusts | — | — | $2.0M | 9.0% | |
| DFA International Small Cap Value Fund I 75,515.859 shares | Mutual Funds | — | — | $1.7M | 7.3% | |
| DFA Real Estate Securities Fund Institutional Class 31,086.895 shares | Mutual Funds | — | — | $1.3M | 5.5% | |
| Vanguard Treasury Money Market 1,102,758.799 shares | Mutual Funds | — | — | $1.0M | 4.5% | |
| CREF Stock R1 1,127.039 units | Mutual Funds | — | — | $1.0M | 4.4% | |
| TIAA Traditional Non Benefit-Responsive | Mutual Funds | — | — | $981K | 4.3% | |
| CREF Equity Index R1 820.739 units | Common Collective Trusts | — | — | $414K | 1.8% | |
| CREF Growth R1 629.032 units | Mutual Funds | — | — | $324K | 1.4% | |
| CREF Global Equities R1 504.792 units | Mutual Funds | — | — | $172K | 0.8% | |
| Participant loans Interest rates at 3.50%-9.50% | Bonds / Notes | — | — | $152K | 0.7% | |
| TIAA Traditional Benefit-Responsive | Mutual Funds | — | — | $104K | 0.5% | |
| CREF Money Market R1 3,285.613 units | Mutual Funds | — | — | $96K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $61K | 0.3% | |
| CREF Social Choice R1 150.549 units | Mutual Funds | — | — | $54K | 0.2% | |
| TIAA Access Lifecycle 2050 T4 656.689 units | Mutual Funds | — | — | $49K | 0.2% | |
| CREF Core Bond R1 346.121 units | Mutual Funds | — | — | $45K | 0.2% | |
| DFA Global Equity Fund Institutional Class 1,065.689 shares | Mutual Funds | — | — | $36K | 0.2% | |
| TIAA Access Lifecycle 2035 T4 370.961 units | Mutual Funds | — | — | $25K | 0.1% | |
| TIAA Access Lifecycle Rtmt Inc 377.190 units | Mutual Funds | — | — | $19K | <0.1% | |
| TIAA CREF Inflation-Linked Bond R1 217.448 units | Mutual Funds | — | — | $18K | <0.1% | |
| TIAA Access Sm-Cap Bl Equity 200.530 units | Mutual Funds | — | — | $18K | <0.1% | |
| TIAA Access Lifecycle 2045 T4 241.765 units | Mutual Funds | — | — | $18K | <0.1% | |
| TIAA Access Real Est Secs T4 206.092 units | Mutual Funds | — | — | $11K | <0.1% | |
| TIAA Access International Equity T4 256.394 units | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access Lg-Cap Growth T4 41.505 units | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA Access Lifecycle 2025 T4 57.535 units | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
