Little City Foundation's EIN is 36-2434562.
Download the official 2024 Form 5500 (PDF) for Little City Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Little City Foundation'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN ADV | 27-1180831 | — | NONE | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Company Vanguard Target Retire 2030 - | Mutual Funds | — | — | $3.2M | 22.2% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retire 2035 - | Mutual Funds | — | — | $1.7M | 11.7% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retire 2040 - | Mutual Funds | — | — | $1.5M | 10.3% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retire 2045 - | Mutual Funds | — | — | $1.1M | 7.5% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retire 2025 - | Mutual Funds | — | — | $1.1M | 7.3% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retire 2055 - | Mutual Funds | — | — | $730K | 5.0% | |
| Vanguard Fiduciary Trust Company Vanguard Growth Index Admiral - | Mutual Funds | — | — | $718K | 4.9% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retire 2050 - | Mutual Funds | — | — | $707K | 4.9% | |
| Registered Investment Copmanies Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $695K | 4.8% | |
| Standard Financial Corporation Standard Stable Asset D - | Common Stocks | — | — | $544K | 3.7% | |
| maturing at various dates through December 2029 - | Other securities | — | — | $429K | 2.9% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retire Income - | Mutual Funds | — | — | $360K | 2.5% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retire 2020 - | Mutual Funds | — | — | $351K | 2.4% | |
| Vanguard Fiduciary Trust Company Vanguard Total Bond Market Index Admiral - | Mutual Funds | — | — | $293K | 2.0% | |
| Fidelity International Index - | Mutual Funds | — | — | $272K | 1.9% | |
| Fidelity Mid Cap Index - | Mutual Funds | — | — | $231K | 1.6% | |
| Vanguard Fiduciary Trust Company Vanguard Value Index Admiral - | Mutual Funds | — | — | $197K | 1.4% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retire 2060 - | Mutual Funds | — | — | $193K | 1.3% | |
| Fidelity Small Cap Index - | Mutual Funds | — | — | $166K | 1.1% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retire 2065 - | Mutual Funds | — | — | $41K | 0.3% | |
| Vanguard Fiduciary Trust Company Vanguard Real Estate Index Admiral - | Mutual Funds | — | — | $22K | 0.1% | |
| Fidelity Emerging Markets Index - | Mutual Funds | — | — | $7K | <0.1% | |
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
