THAD Coward signed Archbright Multiple Employer Plan Board of Directors' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Archbright Multiple Employer Plan Board of Directors' EIN is 47-1833207.
Download the official 2022 Form 5500 (PDF) for Archbright Multiple Employer Plan Board of Directors from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Archbright Multiple Employer Plan Board of Directors' 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 |
|---|---|---|---|---|---|
| RELIANCE TRUST CO. | 45-0404698 | — | CUSTODIAL | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | — | RECORDKEEPER | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 5,991 shares | Common Collective Trusts | — | $6K | $798K | 21.9% | |
| The Standard Insurance Company Stable Fund 13,338 units | Common Stocks | — | $13K | $440K | 12.1% | |
| Vanguard Developed Markets Index 29,560 shares | Mutual Funds | — | $30K | $400K | 11.0% | |
| Vanguard Growth Index 2,588 shares | Mutual Funds | — | $3K | $284K | 7.8% | |
| Vanguard Target Retirement 2065 11 shares 272 Vanguard Target Retirement 2070 12 shares 242 Vanguard Target Retirement Income 37 shares 452 Vanguard Value Index 5,003 shares | Mutual Funds | — | $5K | $274K | 7.5% | |
| Dodge & Cox‐Income 18,241 shares | Mutual Funds | — | $18K | $222K | 6.1% | |
| Lord Abbett Short Duration Income 56,328 shares | Mutual Funds | — | $56K | $216K | 5.9% | |
| JP Morgan Emerging Markets 5,799 shares | Other securities | — | $6K | $163K | 4.5% | |
| American Century Government Bond 26 shares 248 American Funds New Perspective 2,418 shares | U.S. Treasuries | — | $2K | $114K | 3.1% | |
| Schwab Fundamental Int’l Large Cap Index 12,300 shares | Mutual Funds | — | $12K | $111K | 3.1% | |
| Blackrock Mid Cap Growth 3,112 shares | Other securities | — | $3K | $94K | 2.6% | |
| Vanguard Mid Cap Value Index 1,174 shares | Mutual Funds | — | $1K | $82K | 2.3% | |
| Principal Real Estate Securities 3,161 shares | Other securities | — | $3K | $80K | 2.2% | |
| Fidelity Advisor Small Cap Growth I 5,818 shares | Mutual Funds | — | $6K | $73K | 2.0% | |
| Vanguard Small Cap Value Index 1,017 shares | Mutual Funds | — | $1K | $69K | 1.9% | |
| Vanguard Mid Cap Index 273 shares | Mutual Funds | — | — | $69K | 1.9% | |
| Vanguard Small Cap Index 620 shares | Mutual Funds | — | — | $55K | 1.5% | |
| Vanguard Target Retirement 2045 13 shares 292 Vanguard Target Retirement 2050 8 shares 293 Vanguard Target Retirement 2055 1,023 shares | Mutual Funds | — | $1K | $43K | 1.2% | |
| Vanguard Target Retirement 2060 468 shares | Mutual Funds | — | — | $18K | 0.5% | |
| Commodity Strategy Portfolio 2,692 shares | Other securities | — | $3K | $17K | 0.5% |
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 |
|---|---|---|---|---|---|
| TRUTINA FINANCIAL | 20-2951773 | — | ADVISOR | $0 | — |
