EDD Helms Group Inc.'s EIN is 59-2605868.
Download the official 2024 Form 5500 (PDF) for EDD Helms Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EDD Helms Group Inc.'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.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VG TARGET RET 2035 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $1.3M | 27.4% | |
| American Funds Growth Fund of America R6 N/A | Mutual Funds | — | — | $455K | 9.3% | |
| AMER FUNDS GROWTH FND R6 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $455K | 9.3% | |
| AMER FUNDS AM BALANCED R6 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $417K | 8.5% | |
| VG TARGET RET 2025 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $415K | 8.5% | |
| Vanguard LifeStrategy Growth Investment N/A | Mutual Funds | — | — | $331K | 6.8% | |
| VANG LIFESTRAT GROWTH INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $331K | 6.8% | |
| CMFG Life Insurance Company CMFG Stable Value A34 N/A | Stable Value | — | — | $276K | 5.6% | |
| COL CONTRARIAN CORE I3 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $253K | 5.2% | |
| VG TARGET RET 2055 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $152K | 3.1% | |
| VG TARGET RET 2045 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $127K | 2.6% | |
| Invesco International Diversified R6 N/A | Mutual Funds | — | — | $108K | 2.2% | |
| INVESCO INTL DVRS R6 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $108K | 2.2% | |
| VAN 500 INDEX ADM CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $102K | 2.1% | |
| Legg Mason Clearbridge Appreciation IS N/A | Other securities | — | — | $98K | 2.0% | |
| CB APPR IS CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $98K | 2.0% | |
| VG TARGET RET 2030 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $96K | 2.0% | |
| American Funds Capital World Growth and Income R6 N/A | Mutual Funds | — | — | $92K | 1.9% | |
| AMER FUNDS CAPWLD G&I R6 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $92K | 1.9% | |
| PIMCO HIGH YIELD INST CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $75K | 1.5% | |
| VG TARGET RET 2050 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $58K | 1.2% | |
| TRP MID-CAP GRWTH I CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $55K | 1.1% | |
| Vanguard Total Intl Stock Index Admiral N/A | Mutual Funds | — | — | $53K | 1.1% | |
| VG TOT INTL STK INDX ADM CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $53K | 1.1% | |
| participants - maturing 2026 Notes receivable from 9.75%-10.5% N/A | Bonds / Notes | — | — | $52K | 1.1% | |
| Vanguard LifeStrategy Moderate Growth Investment N/A | Mutual Funds | — | — | $50K | 1.0% | |
| VANG LSTRAT MODRT GRW INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $50K | 1.0% | |
| participants - maturing 2028 Notes receivable from 10.00%-10.5% N/A | Bonds / Notes | — | — | $49K | 1.0% | |
| SB&H PLUS BOND INST CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $46K | 0.9% | |
| VAN MID-CAP INDEX ADM CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $41K | 0.8% | |
| VG TOTAL BNDMKT INDEX ADM CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $40K | 0.8% | |
| Federated Hermes Federated Hermes MDT Large Cap Value Fund Service N/A | Other securities | — | — | $35K | 0.7% | |
| FED HER MDT LG CP VAL SVC CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $35K | 0.7% | |
| VANGUARD SMALL CAP INDEX CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $24K | 0.5% | |
| participants - maturing 2029 Participant contributions Receivable N/A | Other securities | — | — | $12K | 0.2% | |
| Vanguard Target Retirement 2060 Investment N/A 285 Vanguard Target Retirement Income Investment N/A | Mutual Funds | — | — | $8K | 0.2% | |
| VAN TRGT RTRMNT INC INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| INVESCO REAL ESTATE R6 CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| Vanguard Target Retirement 2020 Investment N/A | Mutual Funds | — | — | $8K | 0.2% | |
| COLUM INTL DIV INC INST CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| VG TARGET RET 2040 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| receivable Employer contributions Receivable N/A | Other securities | — | — | $4K | <0.1% | |
| Notes receivable from 9.50%-10.5% N/A | Bonds / Notes | — | — | $3K | <0.1% | |
| VG TARGET RET 2060 INV CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $285 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
