David Sirfus signed Equitrust Life Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Equitrust Life Insurance Company's EIN is 42-1468417.
Download the official 2024 Form 5500 (PDF) for Equitrust Life Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equitrust Life Insurance Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES, IN | 34-1479833 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $15 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.5M | 12.9% | |
| Self-directed brokerage accounts (held by Charles Schwab Trust Bank) Personal Choice Ret Acct | Self-Directed Brokerage | — | — | $3.5M | 10.0% | |
| Blackrock Lifepath IDX 2040 K | Common Collective Trusts | — | — | $3.4M | 9.8% | |
| Blackrock Lifepath IDX 2030 K | Common Collective Trusts | — | — | $2.7M | 7.8% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.6M | 7.5% | |
| Blackrock Lifepath IDX 2050 K | Common Collective Trusts | — | — | $2.3M | 6.6% | |
| Cash equivalents (held by Charles Schwab Trust Bank) Vanguard Fed Money Market Fund | Mutual Funds | — | — | $1.6M | 4.5% | |
| Blackrock MD Cap Growth Port K | Other securities | — | — | $1.3M | 3.8% | |
| Blackrock Lifepath IDX 2060 K | Common Collective Trusts | — | — | $1.1M | 3.3% | |
| Fidelity International Index | Mutual Funds | — | — | $1.1M | 3.3% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.1M | 3.2% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $1.1M | 3.2% | |
| Blackrock Lifepath IDX 2045 K | Common Collective Trusts | — | — | $1.1M | 3.2% | |
| Blackrock Lifepath IDX 2035 K | Common Collective Trusts | — | — | $1.1M | 3.0% | |
| JP Morgan JP Morgan Equity Income R6 | Other securities | — | — | $904K | 2.6% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $681K | 2.0% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $617K | 1.8% | |
| Blackrock Lifepath IDX 2055 K | Common Collective Trusts | — | — | $599K | 1.7% | |
| Blackrock Lifepath IDX Retirement K | Common Collective Trusts | — | — | $570K | 1.6% | |
| Blackrock High Yield Bond K | Other securities | — | — | $512K | 1.5% | |
| Various maturities | Other securities | — | — | $497K | 1.4% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | Bonds / Notes | — | — | $497K | 1.4% | |
| AMERICAN NEW PERSPECTIVE R6 Registered Investment Company | Common Stocks | — | — | $408K | 1.2% | |
| s (held by Charles Schwab Trust Bank) Allspring SPE Small cap Val R6 | Mutual Funds | — | — | $382K | 1.1% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $330K | 0.9% | |
| Dimensional Fund Advisors DFA Global Real Estate SEC | Mutual Funds | — | — | $286K | 0.8% | |
| MFS International Growth R6 | Mutual Funds | — | — | $264K | 0.8% | |
| Vanguard ST Invest GRD Admiral | Mutual Funds | — | — | $124K | 0.4% | |
| Blackrock LifePath Index 2065 K | Other securities | — | — | $44K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
