Carole Robertson Center for Learning's EIN is 36-2882124.
Download the official 2024 Form 5500 (PDF) for Carole Robertson Center for Learning from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carole Robertson Center for Learning'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 | — | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $4.4M | 98.5% | |
| Vanguard LifeStrategy Conservative Growth | Mutual Funds | — | — | $2.1M | 46.9% | |
| Vanguard LifeStrategy Growth | Mutual Funds | — | — | $711K | 16.0% | |
| Vanguard LifeStrategy Modified Growth | Mutual Funds | — | — | $570K | 12.8% | |
| Fidelity Large Cap Growth | Mutual Funds | — | — | $249K | 5.6% | |
| Securian AM S&P 500 Index | Common Collective Trusts | — | — | $165K | 3.7% | |
| TIAA-CREF International Equity Index | Common Collective Trusts | — | — | $140K | 3.2% | |
| Vanguard Long Term Investment Grade 73 MFS Mid Cap Growth MFS Mid Cap Growth | Mutual Funds | — | — | $139K | 3.1% | |
| Charles Schwab Fundamental US Large Company Index | Mutual Funds | — | — | $108K | 2.4% | |
| Vanguard Extended Market Index | Mutual Funds | — | — | $79K | 1.8% | |
| Columbia Select Short Corp Inc | Common Stocks | — | — | $51K | 1.1% | |
| Funds Minnesota Life General Account | Common Collective Trusts | — | — | $43K | 1.0% | |
| Blackrock Sustainable Advantage Large Cap Core | Other securities | — | — | $25K | 0.6% | |
| Securian AM Money Market | Cash / Money Market | — | — | $15K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
