Caitlyn Proco signed US National Whitewater Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US National Whitewater Center's EIN is 56-2247955.
Download the official 2024 Form 5500 (PDF) for US National Whitewater Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US National Whitewater Center'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $57K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $754K | 37.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $315K | 15.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $223K | 11.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $94K | 4.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $84K | 4.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $69K | 3.4% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $65K | 3.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $60K | 3.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $46K | 2.3% | |
| AMERICAN FUNDS EUROPAC GRO- R5 | Registered Investment Companies | — | — | $46K | 2.2% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $45K | 2.2% | |
| NYLI WINSLOW LC GROWTH I | Registered Investment Companies | — | — | $32K | 1.6% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $27K | 1.3% | |
| TR PRICE MID CAP VALUE | Registered Investment Companies | — | — | $27K | 1.3% | |
| VAN EXPLORER - INV | Registered Investment Companies | — | — | $22K | 1.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $18K | 0.9% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $18K | 0.9% | |
| JANUS HENDERSON ENTERPRISE - I | Registered Investment Companies | — | — | $17K | 0.8% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $15K | 0.8% | |
| COLUMBIA HIGH YIELD BOND A | Registered Investment Companies | — | — | $12K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $10K | 0.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $6K | 0.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $5K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $4K | 0.2% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $8K |
| — |
