Brenda Podratz signed Ecumen's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ecumen's EIN is 41-0711588.
Download the official 2024 Form 5500 (PDF) for Ecumen from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ecumen's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $9.0M | 13.0% | |
| Fidelity® 500 Index Institutional Prem Fidelity® 500 Index Institutional Pre | Common Collective Trusts | — | — | $6.9M | 10.0% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.9M | 8.5% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $5.3M | 7.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.9M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.4M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.7M | 5.3% | |
| INVESCO STABLE VALUE FUND INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $3.6M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.6M | 5.2% | |
| JPMorgan Large Cap Growth R6 JPMorgan Large Cap Growth R6 | Other securities | — | — | $3.4M | 5.0% | |
| Fidelity® Extended Market Index InstlPrm Fidelity® Extended Market Index Instl | Mutual Funds | — | — | $3.0M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.8% | |
| Dodge & Cox Stock Fund X Dodge & Cox Stock Fund X | Mutual Funds | — | — | $1.8M | 2.6% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.9% | |
| Value of Interest in Registered Investment Companies DFA US Small Cap Value I DFA US Small Cap Value I | Mutual Funds | — | — | $902K | 1.3% | |
| Dodge & Cox Income Fund X Dodge & Cox Income Fund X | Mutual Funds | — | — | $766K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $717K | 1.0% | |
| Fidelity® Total Intl Index Instl Premium Fidelity® Total Intl Index Instl Prem | Mutual Funds | — | — | $670K | 1.0% | |
| William Blair Small‐Mid Cap Gr I William Blair Small‐Mid Cap Gr I | Other securities | — | — | $663K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $586K | 0.8% | |
| Fidelity® US Bond Index Instl Prem Fidelity® US Bond Index Instl Prem | Mutual Funds | — | — | $362K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $155K | 0.2% | |
| PRINCIPAL DIVERSIFIED REAL ASSET PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
