Paul Roney signed The AVE Maria Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The AVE Maria Foundation's EIN is 38-2514364.
Download the official 2024 Form 5500 (PDF) for The AVE Maria Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The AVE Maria Foundation's plan includes ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS | 91-1802259 | PORTLAND, OR | NONE | $13K | — |
| THE BENEFIT ADVANTAGE | 38-3254950 | AUBURN HILLS, MI | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| William Blair Large Cap Growth Fund - | Other securities | — | — | $3.4M | 12.5% | |
| Ave Maria Growth Fund - | Other securities | — | — | $2.2M | 8.3% | |
| Fidelity S&P 500 Index Inst - | Common Collective Trusts | — | — | $2.2M | 8.2% | |
| American Funds 2040 - | Mutual Funds | — | — | $2.0M | 7.4% | |
| Nationwide Fixed Select Option - | Other securities | — | — | $1.8M | 6.9% | |
| Ave Maria Value - | Other securities | — | — | $1.8M | 6.6% | |
| FidAdv SmCap Gr Z - | Other securities | — | — | $1.3M | 4.7% | |
| American Funds 2035 - | Mutual Funds | — | — | $1.1M | 4.0% | |
| American Funds 2025 - | Mutual Funds | — | — | $1.1M | 3.9% | |
| Ave Maria Bond Fund - | Other securities | — | — | $1.0M | 3.7% | |
| BlackRock MdCap Growth Eq Inst - | Other securities | — | — | $944K | 3.5% | |
| Ave Maria Rising Dividend - | Other securities | — | — | $890K | 3.3% | |
| Hartford Divd Gr R6 - | Other securities | — | — | $757K | 2.8% | |
| Vanguard Federal Money Market Fund - | Mutual Funds | — | — | $694K | 2.6% | |
| Ave Maria Wld Eq Stock - | Other securities | — | — | $614K | 2.3% | |
| MFS International Diversification - | Mutual Funds | — | — | $570K | 2.1% | |
| American Funds 2050 - | Mutual Funds | — | — | $445K | 1.6% | |
| American Funds 2015 - | Mutual Funds | — | — | $437K | 1.6% | |
| American Funds 2030 - | Mutual Funds | — | — | $433K | 1.6% | |
| PIMCO Income Fund Inst - | Mutual Funds | — | — | $363K | 1.3% | |
| Fidelity Extend Market Index - | Mutual Funds | — | — | $360K | 1.3% | |
| American Funds 2055 - | Mutual Funds | — | — | $327K | 1.2% | |
| Dodge & Cox Income Fund - | Mutual Funds | — | — | $327K | 1.2% | |
| Fidelity US Bond - | Mutual Funds | — | — | $238K | 0.9% | |
| Aggregate SDBA Assets - | Other securities | — | — | $227K | 0.8% | |
| Fidelity International Index - | Mutual Funds | — | — | $175K | 0.6% | |
| American Funds 2060 - | Mutual Funds | — | — | $170K | 0.6% | |
| Participant Loans - | Participant loans | — | — | $119K | 0.4% | |
| American Funds 2045 - | Mutual Funds | — | — | $107K | 0.4% | |
| Allspr Spec SmCap Val Inst - | Other securities | — | — | $90K | 0.3% | |
| Federal Hermes Gov Obligations - | Other securities | — | — | $88K | 0.3% | |
| American Funds 2020 - | Mutual Funds | — | — | $76K | 0.3% | |
| Vanguard REIT Index Investment - | Mutual Funds | — | — | $75K | 0.3% | |
| Janus Henderson Global Tech and Innov - | Mutual Funds | — | — | $75K | 0.3% | |
| Vanguard Growth Index Fund - | Common Collective Trusts | — | — | $42K | 0.2% | |
| Van Eck International Investment - | Other securities | — | — | $41K | 0.2% | |
| American Funds 2010 - | Mutual Funds | — | — | $40K | 0.1% | |
| Morgan Stanley Insight Discovery - | Other securities | — | — | $39K | 0.1% | |
| Vanguard 500 Index Fund - | Common Collective Trusts | — | — | $39K | 0.1% | |
| Fidelity Advisors Growth Opps - | Mutual Funds | — | — | $37K | 0.1% | |
| JP Morgan Large Cap Growth - | Other securities | — | — | $35K | 0.1% | |
| AB Large Cap Growth Fund - | Other securities | — | — | $32K | 0.1% | |
| Vanguard Wndsr II Adml - | Mutual Funds | — | — | $27K | 0.1% | |
| Vanguard Growth Inc Fund - | Mutual Funds | — | — | $24K | <0.1% | |
| Vanguard Mid Cap Index Admiral - | Mutual Funds | — | — | $21K | <0.1% | |
| Vanguard Small Cap Index Adm - | Mutual Funds | — | — | $18K | <0.1% | |
| Allspr Spec MdCap Val Inst - | Other securities | — | — | $18K | <0.1% | |
| Vanguard Equity Adml - | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard High Dividend Yield - | Mutual Funds | — | — | $15K | <0.1% | |
| American Funds 2065 - | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
