Brandon Sutherland signed Samaritan's Purse's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samaritan's Purse's EIN is 58-1437002.
Download the official 2024 Form 5500 (PDF) for Samaritan's Purse from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samaritan's Purse'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $287K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $37.4M | 20.7% | |
| PGIM Total Return Bond Z Fund Mutual funds | Other securities | — | — | $25.1M | 13.9% | |
| Fidelity Large Cap Growth Index Fund Mutual funds | Common Collective Trusts | — | — | $23.8M | 13.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $23.3M | 12.9% | |
| MFS International Growth Fund Mutual funds | Mutual Funds | — | — | $15.0M | 8.3% | |
| MFS Value Fund Mutual funds | Mutual Funds | — | — | $13.9M | 7.7% | |
| Janus Henderson Global Equity Income Fund Mutual funds | Mutual Funds | — | — | $8.7M | 4.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $7.4M | 4.1% | |
| Fidelity Advisor Small Cap Value Z Fund Mutual funds | Mutual Funds | — | — | $6.9M | 3.8% | |
| Principal Small Cap Growth I Inst Fund Mutual funds | Other securities | — | — | $5.7M | 3.2% | |
| Principal Mid Cap S&P 400 Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $4.7M | 2.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $4.7M | 2.6% | |
| Fidelity Total International Index Fund Mutual funds | Common Collective Trusts | — | — | $2.2M | 1.2% | |
| Principal Bond Market Index Inst Fund Mutual funds | Other securities | — | — | $2.1M | 1.2% | |
| Participant loans*** 3.25% to 8.50% maturing through | Bonds / Notes | — | — | $1.4M | 0.8% | |
| Delaware Ivy Mid Cap Growth Fund Mutual funds | Other securities | — | — | $1.3M | 0.7% | |
| American Century Mid Cap Value R6 Fund Mutual funds | Other securities | — | — | $919K | 0.5% | |
| Principal Real Estate Securities Inst Fund Mutual funds | Other securities | — | — | $616K | 0.3% | |
| Principal Life Insurance Pension Builder Fixed income, at contract value | Other securities | — | — | $46K | <0.1% | |
| (E) | Other securities | — | — | $32K | <0.1% |
