Rupert L. Johnson signed Golden Triangle Planning and Development District, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Golden Triangle Planning and Development District, Inc.'s EIN is 64-0508015.
Download the official 2024 Form 5500 (PDF) for Golden Triangle Planning and Development District, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Golden Triangle Planning and Development District, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO. | 35-0145825 | — | NONE | $375 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CSENGE ADVISORY GROUP | 59-3643590 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American United Life Insurance Company AUL Stable Value Account Fixed Income N/A | Stable Value | — | — | $7.2M | 52.2% | |
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.6M | 47.8% | |
| Vanguard LifeStrat Mod Gr Inv Mutual Fund-Balanced N/A | Mutual Funds | — | — | $896K | 6.5% | |
| Vanguard LifeStrat Grth Inv Mutual Fund-Balanced N/A | Mutual Funds | — | — | $703K | 5.1% | |
| Vanguard 500 Index Adm Mutual Fund-Large Cap Value N/A | Common Collective Trusts | — | — | $687K | 5.0% | |
| Vanguard Trgt Retire 2065 Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $492K | 3.5% | |
| PIMCO Income Instl Mutual Fund-International Government Bond N/A | U.S. Treasuries | — | — | $348K | 2.5% | |
| T. Rowe Price TRowePrice Eqty Inc I Mutual Fund-Large Cap Value N/A | Common Stocks | — | — | $331K | 2.4% | |
| Vanguard Wellington Adm Mutual Fund-Balanced N/A | Mutual Funds | — | — | $318K | 2.3% | |
| Vanguard Mid Cap Index Adm Mutual Fund-Mid Cap Value N/A | Mutual Funds | — | — | $294K | 2.1% | |
| Vanguard Trgt Retire 2030 Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $214K | 1.5% | |
| Vanguard Trgt Retire 2035 Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $178K | 1.3% | |
| American Century Investments AmerCent SmCap Val R6 Mutual Fund-Small Cap Value N/A | Other securities | — | — | $162K | 1.2% | |
| Vanguard Dev Mkts Idx Adm Mutual Fund-Diversified Emerging Market N/A | Common Collective Trusts | — | — | $152K | 1.1% | |
| JPMorgan Large Cap Growth R6 Mutual Fund-Large Cap Value N/A | Other securities | — | — | $125K | 0.9% | |
| Vanguard LifeStrat Csrv Gr Inv Mutual Fund-Balanced N/A | Mutual Funds | — | — | $121K | 0.9% | |
| PGIM Investments PGIM Total Return Bond R6 Mutual Fund-International Government Bond N/A | U.S. Treasuries | — | — | $119K | 0.9% | |
| Nuveen Large Cap Resp Eq R6 Mutual Fund-Large Cap Value N/A | Mutual Funds | — | — | $119K | 0.9% | |
| American Funds AmerFds New World R6 Mutual Fund-Diversified Emerging Market N/A | Mutual Funds | — | — | $117K | 0.8% | |
| T. Rowe Price TrowePrice Global Alloc I Mutual Fund-World Allocation N/A | Other securities | — | — | $112K | 0.8% | |
| Allspring Global Investments Allspring Spec Sm Cap Value R6 Mutual Fund-Small Cap Value N/A | Other securities | — | — | $92K | 0.7% | |
| BlackRock Equity Dividend K Mutual Fund-Large Cap Value N/A | Other securities | — | — | $86K | 0.6% | |
| Dimensional Fund Advisors DFA Intl Small Company I Mutual Fund-Diversified Emerging Market N/A | Mutual Funds | — | — | $83K | 0.6% | |
| Virtus Ceredex MCV Eqty R6 Mutual Fund-Mid Cap Value N/A | Other securities | — | — | $83K | 0.6% | |
| PGIM Investments PGIM High-Yield R6 Mutual Fund-High Yield Bond N/A | Other securities | — | — | $79K | 0.6% | |
| Dimensional Fund Advisors DFA Infla-Prot Securities I Mutual Fund-International Government Bond N/A | U.S. Treasuries | — | — | $75K | 0.5% | |
| Columbia Threadneedle Columbia Overseas Value I3 Mutual Fund-Diversified Emerging Market N/A | Other securities | — | — | $65K | 0.5% | |
| Janus Henderson Jan Hen Triton N Mutual Fund-Small Cap Value N/A | Mutual Funds | — | — | $61K | 0.4% | |
| Vanguard Growth Index Adm Mutual Fund-Large Cap Value N/A | Mutual Funds | — | — | $54K | 0.4% | |
| Vanguard Small Cap Index Adm Mutual Fund-Small Cap Value N/A | Mutual Funds | — | — | $48K | 0.3% | |
| Dimensional Fund Advisors DFA Commodity Strategy I Mutual Fund-Specialty N/A | Mutual Funds | — | — | $40K | 0.3% | |
| Franklin Templeton Investments Franklin DynaTech R6 Mutual Fund-Large Cap Value N/A | Mutual Funds | — | — | $39K | 0.3% | |
| Dimensional Fund Advisors DFA US Core Equity 1I Mutual Fund-Large Cap Value N/A 50 Fidelity Investments Fidelity Adv Div Intl Z Mutual Fund-Diversified Emerging Market N/A | Mutual Funds | — | — | $35K | 0.2% | |
| Vanguard Trgt Retire 2060 Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $33K | 0.2% | |
| PGIM Investments PGIM Global RealEstate R6 Mutual Fund-Specialty N/A | Other securities | — | — | $31K | 0.2% | |
| Vanguard Trgt Retire 2040 Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard Trgt Retire 2025 Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $27K | 0.2% | |
| Franklin Templeton Investments Franklin Equity Income R6 Mutual Fund-Large Cap Value N/A | Mutual Funds | — | — | $26K | 0.2% | |
| Vanguard Trgt Retire 2045 Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard Trgt Retire 2050 Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $20K | 0.1% | |
| Franklin Templeton Investments Franklin SMID Cap Growth R6 Mutual Fund-Mid Cap Value N/A | Mutual Funds | — | — | $19K | 0.1% | |
| Vanguard Trgt Retire Inc Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds AmerFds Cap World Bond R6 Mutual Fund-International Government Bond N/A | U.S. Treasuries | — | — | $12K | <0.1% | |
| Vanguard Long-Term Inv-Grd Adm Mutual Fund-Specialty N/A | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Int-Term Treasury Adm Mutual Fund-International Government Bond N/A | U.S. Treasuries | — | — | $11K | <0.1% | |
| T. Rowe Price TrowePrice All Cap Opps I Mutual Fund-Large Cap Value N/A | Other securities | — | — | $10K | <0.1% | |
| MFS Technology R6 Mutual Fund-Specialty N/A | Mutual Funds | — | — | $9K | <0.1% | |
| BlackRock Health Sci Opps K Mutual Fund-Specialty N/A | Other securities | — | — | $7K | <0.1% | |
| Vanguard Trgt Retire 2055 Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Trgt Retire 2020 Inv Mutual Fund-Managed Asset Allocation N/A | Mutual Funds | — | — | $4K | <0.1% |
