KAY LAWS signed Ninth District Opportunity, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ninth District Opportunity, Inc.'s EIN is 58-0974656.
Download the official 2024 Form 5500 (PDF) for Ninth District Opportunity, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ninth District Opportunity, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Plan Class Registered Investment Co. | Common Stocks | — | — | $2.2M | 16.9% | |
| Lincoln Stable Value Account -LNGPA Insurance Company Gen Acct | Stable Value | — | — | $1.4M | 10.6% | |
| T. Rowe Price Blue Chip Growth I Class Registered Investment Co. | Common Stocks | — | — | $1.3M | 10.2% | |
| Lord Abbett Short Duration Income Class R6 Registered Investment Co. | Mutual Funds | — | — | $1.3M | 9.7% | |
| TIAA - Cref Lifecycle Index 2030 Institutional Class Registered Investment Co. | Mutual Funds | — | — | $752K | 5.8% | |
| MFS Value Class R6 Registered Investment Co. | Mutual Funds | — | — | $732K | 5.7% | |
| TIAA - Cref Lifecycle Index 2040 Institutional Class Registered Investment Co. | Mutual Funds | — | — | $594K | 4.6% | |
| TIAA - Cref Lifecycle Index 2050 Institutional Class Registered Investment Co. | Mutual Funds | — | — | $533K | 4.1% | |
| JPMorgan Mid Cap Growth Class R6 Registered Investment Co. | Common Stocks | — | — | $531K | 4.1% | |
| TIAA - Cref Lifecycle Index 2045 Institutional Class Registered Investment Co. | Mutual Funds | — | — | $523K | 4.1% | |
| Columbia Mid Cap Index Class I2 Shares Registered Investment Co. | Common Stocks | — | — | $427K | 3.3% | |
| TIAA - Cref Lifecycle Index 2035 Institutional Class Registered Investment Co. | Mutual Funds | — | — | $393K | 3.0% | |
| American Funds Europacific Growth Class R6 Registered Investment Co. | Mutual Funds | — | — | $371K | 2.9% | |
| IShares MSCI EAFE International Index Class K Registered Investment Co. | Common Stocks | — | — | $354K | 2.7% | |
| TIAA - Cref Lifecycle Index 2020 Institutional Class Registered Investment Co. | Mutual Funds | — | — | $342K | 2.6% | |
| TIAA - Cref Lifecycle Index Retirement Income Institutional Class Registered Investment Co. | Mutual Funds | — | — | $339K | 2.6% | |
| TIAA - Cref Lifecycle Index 2025 Institutional Class Registered Investment Co. | Mutual Funds | — | — | $239K | 1.9% | |
| TIAA - Cref Lifecycle Index 2055 Institutional Class Registered Investment Co. | Mutual Funds | — | — | $201K | 1.6% | |
| Blackrock Liquidity Funds T Premier Shares Registered Investment Co. | Cash / Money Market | — | — | $142K | 1.1% | |
| TIAA - Cref Lifecycle Index 2060 Institutional Class Registered Investment Co. | Mutual Funds | — | — | $106K | 0.8% | |
| TIAA - Cref Lifecycle Index 2015 Institutional Class Registered Investment Co. | Mutual Funds | — | — | $94K | 0.7% | |
| Janus Henderson Triton Class N Registered Investment Co. | Mutual Funds | — | — | $62K | 0.5% | |
| JPMorgan Equity Index Class R6 Registered Investment Co. | Common Collective Trusts | — | — | $35K | 0.3% | |
| IShares Russell 2000 Small Cap Index Class K Registered Investment Co. | Common Collective Trusts | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
