Trevor Tompkins signed Lutheran Sunset Home's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lutheran Sunset Home's EIN is 45-0277232.
Download the official 2024 Form 5500 (PDF) for Lutheran Sunset Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lutheran Sunset Home'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 |
|---|---|---|---|---|---|
| BELL BANK | 45-0283315 | — | NONE | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BELL TARGET TODAY FUND BELL BANK · EIN 37-6541283 / PN 001 | Common Collective Trust | — | — | $1.9M | 27.2% | |
| BELL TARGET RETIREMENT 2030 FUND BELL BANK · EIN 38-3903642 / PN 001 | Common Collective Trust | — | — | $1.5M | 21.8% | |
| BELL TARGET RETIREMENT 2050 FUND BELL BANK · EIN 61-6468478 / PN 001 | Common Collective Trust | — | — | $569K | 8.2% | |
| BELL TARGET RETIREMENT 2040 FUND BELL BANK · EIN 35-7019612 / PN 001 | Common Collective Trust | — | — | $380K | 5.5% | |
| BELL TARGET RETIREMENT 2055 FUND BELL BANK · EIN 37-6541235 / PN 001 | Common Collective Trust | — | — | $322K | 4.6% | |
| Vanguard 500 Index Adm Mutual Fund N/A | Common Collective Trusts | — | — | $312K | 4.5% | |
| WELLS FARGO STABLE VALUE FUND WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $275K | 4.0% | |
| Galliard Stable Return Fund Common Collective N/A | Common Collective Trusts | — | — | $275K | 4.0% | |
| BELL TARGET RETIREMENT 2045 FUND BELL BANK · EIN 30-6351855 / PN 001 | Common Collective Trust | — | — | $259K | 3.7% | |
| BELL AGGRESSIVE GROWTH FUND BELL BANK · EIN 35-2315675 / PN 001 | Common Collective Trust | — | — | $244K | 3.5% | |
| JHancock III Disc Val Mid Cap R6 Mutual Fund N/A | Other securities | — | — | $235K | 3.4% | |
| BELL TARGET RETIREMENT 2035 FUND BELL BANK · EIN 30-6351854 / PN 001 | Common Collective Trust | — | — | $231K | 3.3% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $189K | 2.7% | |
| T. Rowe Price Instl Lg Cap Core Gr Inst Mutual Fund N/A | Other securities | — | — | $138K | 2.0% | |
| Vanguard Small-Cap Growth Index Adm Mutual Fund N/A | Mutual Funds | — | — | $107K | 1.5% | |
| Dodge & Cox Income X Mutual Fund N/A | Mutual Funds | — | — | $66K | 0.9% | |
| Hartford Small Cap Value R6 Mutual Fund N/A | Other securities | — | — | $62K | 0.9% | |
| American Funds EuroPacific Gr R6 Mutual Fund N/A | Mutual Funds | — | — | $56K | 0.8% | |
| Notes receivable from participants Maturing 2026-2029 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $31K | 0.4% | |
| BELL TARGET RETIREMENT 2060 FUND BELL BANK · EIN 36-7662154 / PN 001 | Common Collective Trust | — | — | $22K | 0.3% | |
| American Funds New Perspective R6 Mutual Fund N/A | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Mid Cap Index Adm Mutual Fund N/A | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Equity Income Adm Mutual Fund N/A | Mutual Funds | — | — | $10K | 0.1% | |
| BELL TARGET RETIREMENT 2065 FUND BELL BANK · EIN 84-6989280 / PN 001 | Common Collective Trust | — | — | $9K | 0.1% | |
| BELL TARGET RETIREMENT 2025 FUND BELL BANK · EIN 30-6351858 / 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.
