Aracely Bonilla signed La Causa Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
La Causa Inc.'s EIN is 39-1247667.
Download the official 2024 Form 5500 (PDF) for La Causa Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)La Causa Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANEW ADVISORS LLC | 87-1992226 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.5M | 96.4% | |
| T. Rowe Price Retirement 2030 I N/R | Pooled Separate Accounts | — | — | $1.3M | 27.1% | |
| T. Rowe Price Retirement 2055 I N/R | Pooled Separate Accounts | — | — | $537K | 11.5% | |
| T. Rowe Price Retirement 2045 I N/R | Pooled Separate Accounts | — | — | $524K | 11.2% | |
| T. Rowe Price Retirement 2040 I N/R | Pooled Separate Accounts | — | — | $504K | 10.8% | |
| T. Rowe Price Retirement 2025 I N/R | Pooled Separate Accounts | — | — | $402K | 8.6% | |
| T. ROWE PRICE TROWEPRICE RET 2050 I MUTUAL FUND SHARES 0 | Other securities | — | — | $339K | 7.2% | |
| T. Rowe Price Retirement 2020 I N/R | Pooled Separate Accounts | — | — | $300K | 6.4% | |
| T. Rowe Price Retirement 2035 I N/R | Pooled Separate Accounts | — | — | $203K | 4.3% | |
| Vanguard Mid Cap Index Admiral N/R | Pooled Separate Accounts | — | — | $128K | 2.7% | |
| Admiral * Fully benefit-responsive investment AUL Stable Value N/R | Stable Value | — | — | $107K | 2.3% | |
| T. Rowe Price Retirement 2060 I N/R | Pooled Separate Accounts | — | — | $74K | 1.6% | |
| JPMorgan Large Cap Value R6 N/R | Pooled Separate Accounts | — | — | $55K | 1.2% | |
| contracts * Participant loans Interest rate: 3.5% $0 | Bonds / Notes | — | — | $48K | 1.0% | |
| T. Rowe Price Bluechip Growth I N/R | Pooled Separate Accounts | — | — | $47K | 1.0% | |
| Janus Henderson Triton N N/R | Pooled Separate Accounts | — | — | $40K | 0.9% | |
| American Funds Europac Growth R6 N/R | Pooled Separate Accounts | — | — | $19K | 0.4% | |
| Vanguard Selected Value Investor N/R | Pooled Separate Accounts | — | — | $12K | 0.3% | |
| T. Rowe Price Retirement 2005 I N/R | Pooled Separate Accounts | — | — | $10K | 0.2% | |
| PGIM Total Return Bond R6 N/R | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| PGIM Jenn Midcap Growth R6 N/R | Pooled Separate Accounts | — | — | $8K | 0.2% | |
| T. ROWE PRICE TROWEPRICE RET 2065 I MUTUAL FUND SHARES 0 | Pooled Separate Accounts | — | — | $7K | 0.1% | |
| American Funds American Balanced R6 N/R | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| Vanguard Small Cap Value Index N/R | Pooled Separate Accounts | — | — | $5K | 0.1% | |
| AMERICAN FUNDS AMERFDS NEW WORLD R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $5K | 0.1% | |
| PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0 | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| American Funds Washington Mutual R6 N/R | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Cohen Steers Real Est Sec Z N/R | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| T. Rowe Price Retirement 2010 I N/R | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
