Janet Balej signed Guthrie Theater Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guthrie Theater Foundation's EIN is 41-0854160.
Download the official 2024 Form 5500 (PDF) for Guthrie Theater Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guthrie Theater Foundation's plan includes ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIRMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL, LLC | 87-4130828 | — | SERVICE PROVIDER | $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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6.8M | 25.1% | |
| TIAA Traditional Annuity Account Non-Benefit Responsive | Mutual Funds | — | — | $2.8M | 10.2% | |
| CREF Stock | Mutual Funds | — | — | $2.6M | 9.7% | |
| BlackRock LifePath Index 2045 Fund | Other securities | — | — | $2.4M | 9.0% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $1.6M | 6.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.6M | 5.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 4.8% | |
| BlackRock LifePath Index 2040 Fund | Other securities | — | — | $1.1M | 4.1% | |
| CREF Growth | Mutual Funds | — | — | $1.0M | 3.8% | |
| BlackRock LifePath Index 2030 Fund | Other securities | — | — | $952K | 3.5% | |
| Voya Fixed Account | Other securities | — | — | $837K | 3.1% | |
| BlackRock LifePath Index 2050 Fund | Other securities | — | — | $799K | 2.9% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $789K | 2.9% | |
| BlackRock LifePath Index 2035 Fund | Other securities | — | — | $788K | 2.9% | |
| CREF Social Choice | Mutual Funds | — | — | $774K | 2.9% | |
| BlackRock Index Retirement Fund | Other securities | — | — | $727K | 2.7% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $694K | 2.6% | |
| CREF Equity Index | Common Collective Trusts | — | — | $674K | 2.5% | |
| Janus Henderson Janus Henderson Balanced Fund | Mutual Funds | — | — | $666K | 2.5% | |
| CREF Global Equities | Mutual Funds | — | — | $632K | 2.3% | |
| Victory Pioneer Balanced Fund | Other securities | — | — | $585K | 2.2% | |
| TIAA Traditional Annuity Account Benefit Responsive | Mutual Funds | — | — | $506K | 1.9% | |
| BlackRock LifePath Index 2055 Fund | Other securities | — | — | $383K | 1.4% | |
| TIAA Real Estate | Mutual Funds | — | — | $305K | 1.1% | |
| TIAA CREF Core Bond R1 | Mutual Funds | — | — | $274K | 1.0% | |
| Hotchkins & Wiley Hotchkins & Wiley Small Cap Diversified Value Fund | Other securities | — | — | $253K | 0.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $237K | 0.9% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $229K | 0.8% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $172K | 0.6% | |
| BlkRck LifePath Ind 2060 Fd K Registered Investment Company | Common Stocks | — | — | $170K | 0.6% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $150K | 0.6% | |
| CREF Money Market | Mutual Funds | — | — | $142K | 0.5% | |
| CREF Inflation-linked Bond | Mutual Funds | — | — | $135K | 0.5% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $90K | 0.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $59K | 0.2% | |
| TIAA Access International Equity | Mutual Funds | — | — | $56K | 0.2% | |
| BlackRock LifePath Index 2065 Fund | Other securities | — | — | $55K | 0.2% | |
| TIAA Access Large Cap Value | Mutual Funds | — | — | $49K | 0.2% | |
| TIAA Access Real Estate Securities | Mutual Funds | — | — | $32K | 0.1% | |
| TIAA Access Quant Small Cap Equity | Mutual Funds | — | — | $27K | 0.1% | |
| TIAA Access Mid-Cap Value | Mutual Funds | — | — | $25K | <0.1% | |
| Participants Participant Loans Interest Rate Range - 4.25% to 9.50% - | Bonds / Notes | — | — | $12K | <0.1% | |
| Participant Loans - Rates 6.00% to 9.50% | Bonds / Notes | — | — | $10K | <0.1% | |
| TIAA Access Mid-Cap Growth | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access Small Cap Index | Mutual Funds | — | — | $9K | <0.1% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $6K | <0.1% | |
| John Hanck Dis Val Md Cp Fd R6 Registered Investment Company | Common Stocks | — | — | $6K | <0.1% | |
| TIAA Access Core Bond Plus T4 | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA Access Lifecycle 2010 | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA Access Lifecycle Retirement Income | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
