Jacquelyn Ferree signed The Colonial Williamsburg Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Colonial Williamsburg Foundation's EIN is 54-0505888.
Download the official 2024 Form 5500 (PDF) for The Colonial Williamsburg Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Colonial Williamsburg Foundation'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $162K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $17.2M | 17.1% | |
| Vanguard Wellington Investors Fund | Mutual Funds | — | — | $10.5M | 10.4% | |
| Vanguard Extented Market Index Fund | Common Collective Trusts | — | — | $10.1M | 10.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $7.6M | 7.5% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $6.2M | 6.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $5.3M | 5.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $4.5M | 4.4% | |
| Vanguard Intermediate-Term Treasury Fund | Mutual Funds | — | — | $3.8M | 3.8% | |
| Vanguard U.S. Growth Fund | Mutual Funds | — | — | $3.7M | 3.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $3.5M | 3.4% | |
| Vanguard Total International Bond Index Fund ** 314 * Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $3.4M | 3.3% | |
| Vanguard Cash Reserve Federal Money Market Fund | Mutual Funds | — | — | $3.3M | 3.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.3M | 3.2% | |
| Vanguard Windsor II Investors Fund | Mutual Funds | — | — | $3.2M | 3.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.7M | 2.7% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $2.5M | 2.4% | |
| Vanguard Target Retirement 2060 Fund ** 617 * Vanguard Target Retirement 2065 Fund ** 198 * Vanguard Target Retirement 2070 Fund ** 3 * Vanguard Target Retirement Income | Mutual Funds | — | — | $2.2M | 2.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.0M | 2.0% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.7M | 1.6% | |
| maturing through July 2038 $ -0- | Other securities | — | — | $1.4M | 1.4% | |
| Vanguard Selected Value Fund ** 998 * Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $1.0M | 1.0% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $487 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
