Illinois Valley Economic Development Corporation's EIN is 37-6059503.
Download the official 2024 Form 5500 (PDF) for Illinois Valley Economic Development Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Illinois Valley Economic Development Corporation's plan includes 403(b) custodial accounts, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Vangrd Trgt Retire 2030 Fd | Mutual Funds | — | — | $523K | 16.2% | |
| Vanguard Vangrd Trgt Retire 2035 Fd | Mutual Funds | — | — | $485K | 15.0% | |
| Vanguard Vangrd Trgt Retire 2025 Fd | Mutual Funds | — | — | $468K | 14.5% | |
| Vanguard Vangrd Trgt Retire 2040 Fd | Mutual Funds | — | — | $388K | 12.0% | |
| Vanguard Vangrd Trgt Retire 2050 Fd | Mutual Funds | — | — | $351K | 10.9% | |
| Vanguard Vangrd Trgt Retire 2045 Fd | Mutual Funds | — | — | $196K | 6.1% | |
| Vanguard Vangrd Trgt Retire 2055 Fd | Mutual Funds | — | — | $176K | 5.4% | |
| Vanguard Vangrd Trgt Retire Inc Fd | Mutual Funds | — | — | $123K | 3.8% | |
| Vanguard Vangrd Trgt Retire 2060 Fd | Mutual Funds | — | — | $102K | 3.2% | |
| BlackRock Funds iShares S&P 500 Index Fund K | Common Collective Trusts | — | — | $75K | 2.3% | |
| Dimensional Fund Advisors DFA Global Real Est Sec Pt Ins ** 130 Delaware Management Company Macq Emerging Markets Fund R6 ** 132 BlackRock Funds iShares Russell 2000 SmCp In K | Common Collective Trusts | — | — | $56K | 1.7% | |
| Carillon Tower Advisors Carillon Eagle Mid Cap Grw R6 | Other securities | — | — | $33K | 1.0% | |
| BlackRock Funds iShares Russell Mid-Cap Idx K | Common Collective Trusts | — | — | $31K | 1.0% | |
| and Money Market Mutual Fund American Funds American Funds EuroPacific R6 ** 506 American Funds American Funds Nw Prspctv R6 | Mutual Funds | — | — | $31K | 0.9% | |
| Voya Financial Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $7K | 0.2% | |
| Vanguard Vangrd Trgt Retire 2065 Fd | Mutual Funds | — | — | $6K | 0.2% | |
| * Voya Retirement Insurance and Annuity Company Voya Fixed Account B | Guaranteed Income / GIC | — | — | $6K | 0.2% | |
| Voya Financial Voya Large Cap Growth Fund R6 | Other securities | — | — | $2K | <0.1% | |
| Vanguard GNMA Fund Adm | Agency / Mortgage-Backed | — | — | $2K | <0.1% | |
| Putnam Investment Management Putnam Lrg Cp Val Fd - Cl R6 ** 791 Transamerica Asset Management Trans High Yld Bd Fd R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Loomis Sayles Loomis Sayles SmCp Grw Fnd N ** 156 Amundi Pioneer Asset Management Pioneer Strategic Income Fund K | Other securities | — | — | $2K | <0.1% | |
| Vanguard Vangrd Trgt Retire 2020 Fd | Mutual Funds | — | — | $2K | <0.1% | |
| Allspring Global Investments Allspg Core Bond Fd R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.