Todd Willett signed Ebenezer Society's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ebenezer Society's EIN is 41-0706141.
Download the official 2024 Form 5500 (PDF) for Ebenezer Society from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ebenezer Society's plan includes a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, ERISA 404(c) participant direction, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $129K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
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 TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $6.6M | 10.3% | |
| Vanguard Total Stock Market Index Plus | Common Collective Trusts | — | — | $6.3M | 9.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $6.2M | 9.7% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $6.0M | 9.3% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $5.2M | 8.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $5.0M | 7.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $4.9M | 7.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.1% | |
| TRP BLUE CHIP GR T2 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 002 | Common Collective Trust | — | — | $3.8M | 6.0% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $2.9M | 4.5% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.6% | |
| Boston Partners Boston Partners Large Cap Value Equity Class D | Other securities | — | — | $1.8M | 2.8% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.1% | |
| Fidelity Balanced K | Mutual Funds | — | — | $1.2M | 1.9% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.7% | |
| Spartan Total International Index Pool Class C | Other securities | — | — | $1.0M | 1.6% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $1.0M | 1.6% | |
| Baird Aggregate Bond Institutional | Other securities | — | — | $899K | 1.4% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $714K | 1.1% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $706K | 1.1% | |
| Artisan Small Cap | Other securities | — | — | $567K | 0.9% | |
| Westwood Quality Small Cap | Other securities | — | — | $564K | 0.9% | |
| Dodge & Cox Dodge & Cox International Stock X | Mutual Funds | — | — | $521K | 0.8% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $267K | 0.4% | |
| American Funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $263K | 0.4% | |
| Fidelity Management Trust Company Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $212K | 0.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
