Brian Caffrey signed Project Harmony's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Project Harmony's EIN is 47-0789054.
Download the official 2024 Form 5500 (PDF) for Project Harmony from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Project Harmony's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY CPAS AND ADVISORS | — | OMAHA, NE | NONE | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $1.0M | 16.5% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | Mutual Funds | — | — | $640K | 10.2% | |
| Invesco Global R6 Invesco 0 | Mutual Funds | — | — | $566K | 9.1% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | Mutual Funds | — | — | $540K | 8.6% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | Mutual Funds | — | — | $477K | 7.6% | |
| Vanguard Windsor II Adm Vanguard 0 | Mutual Funds | — | — | $409K | 6.5% | |
| TCW MetWest Total Return Bond Plan TCW 0 | Other securities | — | — | $287K | 4.6% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | Mutual Funds | — | — | $266K | 4.3% | |
| T. Rowe Price Spect Mod Grw Alloc I T. Rowe Price 0 | Other securities | — | — | $255K | 4.1% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | Mutual Funds | — | — | $173K | 2.8% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | Mutual Funds | — | — | $140K | 2.2% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | Mutual Funds | — | — | $129K | 2.1% | |
| William Blair Small-Mid Cap Growth R6 William Blair 0 | Other securities | — | — | $122K | 2.0% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | Mutual Funds | — | — | $118K | 1.9% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $116K | 1.9% | |
| Vanguard Global Equity Inv Vanguard 0 479 Vanguard International Growth Adm Vanguard 0 | Mutual Funds | — | — | $107K | 1.7% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | Mutual Funds | — | — | $105K | 1.7% | |
| Boston Trust Midcap Boston Trust 0 59 ClearBridge Small Cap Growth IS Legg Mason 0 | Other securities | — | — | $78K | 1.2% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | Other securities | — | — | $51K | 0.8% | |
| T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0 | Other securities | — | — | $34K | 0.5% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $30K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $23K | 0.4% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $21K | 0.3% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $20K | 0.3% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $17K | 0.3% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $16K | 0.3% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $16K | 0.3% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $13K | 0.2% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | Mutual Funds | — | — | $13K | 0.2% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $12K | 0.2% | |
| American Eupac R6 American 0 | Other securities | — | — | $11K | 0.2% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $11K | 0.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | Mutual Funds | — | — | $10K | 0.2% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $7K | 0.1% | |
| STATE STREET RUSS SM CAP GR IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $5K | <0.1% | |
| Allspring Emerging Markets Equity R6 Allspring 0 | Other securities | — | — | $4K | <0.1% | |
| MFS Mid Cap Growth R6 MFS 0 | Mutual Funds | — | — | $2K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY NATIONAL BANK. | — | OMAHA, NE | NONE | $8K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $2K | — |
