Vicky Williams signed Bethel University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bethel University's EIN is 62-0548913.
Download the official 2023 Form 5500 (PDF) for Bethel University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bethel University's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $1.1M | 12.2% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $810K | 9.2% | |
| GOLDMAN SACHS STABLE VALUE INSTL 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $771K | 8.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $704K | 8.0% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $667K | 7.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $639K | 7.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $628K | 7.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $398K | 4.5% | |
| American Century Growth R6 American Century 0 | Other securities | — | — | $392K | 4.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $379K | 4.3% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $371K | 4.2% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $332K | 3.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $243K | 2.8% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $218K | 2.5% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $163K | 1.9% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $155K | 1.8% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $127K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $112K | 1.3% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | Mutual Funds | — | — | $84K | 1.0% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | Mutual Funds | — | — | $82K | 0.9% | |
| American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $81K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $77K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $60K | 0.7% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | Mutual Funds | — | — | $58K | 0.7% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $56K | 0.6% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $36K | 0.4% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $20K | 0.2% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $10K | 0.1% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $9K | 0.1% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| RESOURCES DIVERSIFIED FIXED INC CL ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
