Sabrina Kloehn signed Goodwill Industries of North Central Wisconsin, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goodwill Industries of North Central Wisconsin, Inc.'s EIN is 39-1144913.
Download the official 2024 Form 5500 (PDF) for Goodwill Industries of North Central Wisconsin, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goodwill Industries of North Central Wisconsin, Inc.'s plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $86K | — |
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 Lifestrategy Conservative Growth Fd | Mutual Funds | — | — | $4.8M | 19.0% | |
| Vanguard Index TR 500 Admiral Shs | Mutual Funds | — | — | $3.6M | 14.4% | |
| American Funds Am Fds Growth Fd Of America Cl R6 | Mutual Funds | — | — | $2.4M | 9.6% | |
| Vanguard Life Strategy Growth Fd | Mutual Funds | — | — | $2.3M | 9.0% | |
| Vanguard Life Strategy Moderate Growth Fund | Mutual Funds | — | — | $2.1M | 8.4% | |
| Party Maturity Value Cost Value Vanguard Target Retirement 2045 | Mutual Funds | — | — | $829K | 3.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $816K | 3.2% | |
| T Rowe PR Mid Cap Value Fund | Other securities | — | — | $790K | 3.1% | |
| American Funds Am Fds EuroPacific Growth Fd Cl R6 | Mutual Funds | — | — | $739K | 2.9% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $698K | 2.8% | |
| Vanguard Sml Cap Indx-Adm | Mutual Funds | — | — | $580K | 2.3% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $557K | 2.2% | |
| CREF Stock R1 | Mutual Funds | — | — | $509K | 2.0% | |
| Goldman Sachs Goldman Sachs Government Money | Other securities | — | — | $437K | 1.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $422K | 1.7% | |
| CREF Growth R1 | Mutual Funds | — | — | $405K | 1.6% | |
| American Funds Washington Mutual Investment FD R6 | Mutual Funds | — | — | $323K | 1.3% | |
| Wasatch Small Cap Growth Fund - Inst | Other securities | — | — | $320K | 1.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $312K | 1.2% | |
| Goldman Sachs Goldman Sachs Small Cap Value Fund R6 | Other securities | — | — | $282K | 1.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $267K | 1.1% | |
| Goldman Sachs Goldman Sachs Mid Cap Growth Fund | Other securities | — | — | $249K | 1.0% | |
| Vanguard Total Bond Mkt Index Adm | Mutual Funds | — | — | $246K | 1.0% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $242K | 1.0% | |
| Vanguard Target Retirement 2060 IInv | Mutual Funds | — | — | $150K | 0.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $136K | 0.5% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $124K | 0.5% | |
| Vanguard Target Retirement INC | Mutual Funds | — | — | $105K | 0.4% | |
| Vanguard Short-Term Investment Grade Admiral Shares | Mutual Funds | — | — | $86K | 0.3% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $77K | 0.3% | |
| Vanguard Target Retirement 2055 FD | Mutual Funds | — | — | $41K | 0.2% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $41K | 0.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Lifestrategy Income | Mutual Funds | — | — | $36K | 0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $35K | 0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $18K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $16K | <0.1% | |
| CREF Money Market R1 | Mutual Funds | — | — | $15K | <0.1% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $3K | <0.1% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
