Edward Beroth signed Billy Graham Evangelistic Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Billy Graham Evangelistic Association's EIN is 45-2588350.
Download the official 2024 Form 5500 (PDF) for Billy Graham Evangelistic Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Billy Graham Evangelistic Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $139K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $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 | |||||
|---|---|---|---|---|---|---|
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $17.7M | 22.6% | |
| PGIM Investments PGIM Total Return Bond Z Fund | Other securities | — | — | $12.8M | 16.4% | |
| Fidelity Investments FID LC GR Index Fund | Common Collective Trusts | — | — | $8.3M | 10.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $7.4M | 9.5% | |
| MFS Investment Management MFS Value R4 Fund | Mutual Funds | — | — | $6.4M | 8.2% | |
| MFS Investment Management MFS INTL Growth R6 Fund | Mutual Funds | — | — | $5.1M | 6.6% | |
| Janus Henderson Global Equity Income fund | Mutual Funds | — | — | $4.0M | 5.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.7M | 4.8% | |
| Fidelity Investments Advisor Small Cap Value Z Fund | Mutual Funds | — | — | $3.2M | 4.1% | |
| Principal Funds Inc. SmallCap Growth I Inst Fund | Common Stocks | — | — | $2.7M | 3.5% | |
| Principal Funds Inc. Macquarie Mid Cap Growth R6 | Common Stocks | — | — | $1.1M | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| through February 2040 | Other securities | — | — | $961K | 1.2% | |
| American Century Investments American Century Mid-Cap Value R6 Fund | Other securities | — | — | $834K | 1.1% | |
| Fidelity Investments Fidelity Total Int Index Fund | Common Collective Trusts | — | — | $739K | 0.9% | |
| Principal Funds Inc. Bond Market Index Institutional Fund | Common Stocks | — | — | $589K | 0.8% | |
| Principal Funds Inc. Real Estate Securities Inst Fund | Common Stocks | — | — | $389K | 0.5% | |
| Principal Life Insurance Company Principal Pension Builder (Sm) Z | Common Stocks | — | — | $41K | <0.1% | |
| (E) | Other securities | — | — | $41K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
