Emily Robinson-Endert signed Covenant Woods' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Covenant Woods' EIN is 54-0524902.
Download the official 2024 Form 5500 (PDF) for Covenant Woods from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Covenant Woods' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $10.0M | 95.8% | |
| Retirement 2045 The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $1.7M | 16.6% | |
| Retirement 2025 The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $1.7M | 16.3% | |
| Retirement 2035 The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $1.4M | 13.8% | |
| The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $817K | 7.8% | |
| Growth Index Admiral The Vanguard Group Growth Index Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $637K | 6.1% | |
| Retirement 2055 The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $490K | 4.7% | |
| Investment Trust Index Admiral The Vanguard Group Small Cap Value Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $357K | 3.4% | |
| Markets Index Admiral The Vanguard Group Mid Cap Growth Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $346K | 3.3% | |
| Retirement 2040 The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $313K | 3.0% | |
| Mid Cap Value Equity Class R6 T Rowe Price Bluechip Growth I Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $305K | 2.9% | |
| Markets Stk Index Admiral The Vanguard Group 500 Index Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $289K | 2.8% | |
| Retirement 2030 The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $281K | 2.7% | |
| Participant Loans Interest rates: 5.75% - 9.50% $0 | Bonds / Notes | — | — | $189K | 1.8% | |
| Annuity Contract Total group annuity contracts | Common Stocks | — | — | $185K | 1.8% | |
| VIRTUS CEREDEX MCV EQTY R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $183K | 1.8% | |
| Retirement 2050 The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $162K | 1.5% | |
| Group Annuity Contracts * American United Life Insurance Stable Value Account N/R | Stable Value | — | — | $151K | 1.4% | |
| Index Admiral The Vanguard Group Real Estate Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $137K | 1.3% | |
| Admiral The Vanguard Group Developing Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $112K | 1.1% | |
| Retirement 2020 The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $104K | 1.0% | |
| Retirement Income The Vanguard Group Small Cap Index Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $99K | 0.9% | |
| The Vanguard Group Total Bond Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $85K | 0.8% | |
| Index Admiral The Vanguard Group Small Cap Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $80K | 0.8% | |
| The Vanguard Group Emerging Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $64K | 0.6% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $61K | 0.6% | |
| Investment Fund The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $61K | 0.6% | |
| Virtus Investment Partners Ceredex Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $53K | 0.5% | |
| Voya T. Rowe Price Diversified Mid Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $50K | 0.5% | |
| Admiral The Vanguard Group Mid Cap Growth Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $44K | 0.4% | |
| PIMCO REAL RETURN INSTL MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $36K | 0.3% | |
| Company * Voya Retirement Insurance and Fixed Account N/R | Common Stocks | — | — | $35K | 0.3% | |
| Real Return Institutional Fund Pioneer Bond Fund Class K Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $35K | 0.3% | |
| Retirement 2060 The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $20K | 0.2% | |
| Admiral JP Morgan Mid Cap Growth R6 Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $19K | 0.2% | |
| Retirement 2065 The Vanguard Group Target Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $13K | 0.1% | |
| Market Index Admiral * Voya Growth Income Portfolio Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Cap Growth * Voya Large Cap Growth Portfolio Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Voya Index Plus Large Cap Portfolio Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Invesco V.I. American Franchise Fund Pooled Separate Account N/R 726 * Voya Global Insights Portfolio Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Invesco V.I. Core Equity Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $1K | <0.1% |
