Eric Ricard signed South Metro Human Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
South Metro Human Services' EIN is 41-1712779.
Download the official 2024 Form 5500 (PDF) for South Metro Human Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)South Metro Human Services' 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 | $7K | — |
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 | — | — | $16.7M | 92.2% | |
| Blackrock Lifepath Index 2040K | Other securities | — | — | $2.4M | 13.2% | |
| Blackrock Lifepath Index 2045K | Other securities | — | — | $2.2M | 12.2% | |
| Blackrock Lifepath Index 2050K | Other securities | — | — | $1.8M | 9.8% | |
| Blackrock Lifepath Index 2055K | Other securities | — | — | $1.7M | 9.4% | |
| Blackrock Lifepath Index 2035K | Other securities | — | — | $1.5M | 8.5% | |
| Blackrock Lifepath Index 2030K | Other securities | — | — | $1.4M | 8.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.3M | 7.2% | |
| AUL Stable Value Account | Stable Value | — | — | $1.1M | 6.1% | |
| Blackrock Lifepath Index 2060K | Other securities | — | — | $894K | 4.9% | |
| BlackRock Lifepath Index Retire K | Other securities | — | — | $836K | 4.6% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $433K | 2.4% | |
| Notes Receivable from Participants | Other securities | — | — | $272K | 1.5% | |
| Vanguard US Growth Adm | Mutual Funds | — | — | $248K | 1.4% | |
| DFA Investment Grade I | Mutual Funds | — | — | $239K | 1.3% | |
| DFA Global Equity I | Mutual Funds | — | — | $235K | 1.3% | |
| Blackrock Lifepath Index 2065K | Other securities | — | — | $226K | 1.2% | |
| DFA US Core Equity 1I | Mutual Funds | — | — | $177K | 1.0% | |
| Amerifunds Bond FD of America R6 | Other securities | — | — | $175K | 1.0% | |
| Vanguard Intl Gr Adm | Mutual Funds | — | — | $161K | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $161K | 0.9% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $148K | 0.8% | |
| Vanguard Strategic Equity Investment | Mutual Funds | — | — | $146K | 0.8% | |
| Amerfds Smcap World R6 | Other securities | — | — | $69K | 0.4% | |
| Amerfds Amcap R6 | Other securities | — | — | $69K | 0.4% | |
| Amerfds Grth FD of America R6 | Other securities | — | — | $58K | 0.3% | |
| Vanguard High-Yield Corp Adm | Mutual Funds | — | — | $38K | 0.2% | |
| Fidelity MidCap Index | Mutual Funds | — | — | $22K | 0.1% | |
| AMERICAN BALANCED FUND CLASS F-1 | Other securities | — | $0 | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
