Performing ARTS Center Trust, Inc.'s EIN is 65-0353695.
Download the official 2024 Form 5500 (PDF) for Performing ARTS Center Trust, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Performing ARTS Center Trust, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $8.0M | 90.3% | |
| Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $1.3M | 14.5% | |
| Shares JP Morgan US Equity R6 | Other securities | — | — | $889K | 10.1% | |
| Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | — | $825K | 9.3% | |
| Standard Insurance Company Stable Asset Fund II | Common Stocks | — | — | $713K | 8.1% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $663K | 7.5% | |
| DFA International Core Equity I | Mutual Funds | — | — | $620K | 7.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $600K | 6.8% | |
| T. Rowe Price Balanced I | Other securities | — | — | $591K | 6.7% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $524K | 5.9% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $457K | 5.2% | |
| MFS Value R6 | Mutual Funds | — | — | $356K | 4.0% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $337K | 3.8% | |
| JP Morgan Mid-Cap Growth R5 | Other securities | — | — | $303K | 3.4% | |
| Wells Fargo Special Mid-Cap Value Institutional Fund | Other securities | — | — | $261K | 3.0% | |
| * Notes Receivable from Interest rate of 3.25% - 8.50%; maturity dates $-- | Bonds / Notes | — | — | $146K | 1.6% | |
| Vanguard Hood River Small-Cap Gr Ret | Mutual Funds | — | — | $88K | 1.0% | |
| Columbia Mid-Cap Index Instl 2 | Other securities | — | — | $60K | 0.7% | |
| Vanguard FTSE Social Index Fund Admiral Shares | Common Collective Trusts | — | — | $41K | 0.5% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $39K | 0.4% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $32K | 0.4% | |
| Vanguard Total World Index Fund Admiral Shares | Common Collective Trusts | — | — | $6K | <0.1% | |
| Vanguard Long-Term Investment Grade Fund Admiral | Mutual Funds | — | — | $4K | <0.1% | |
| Shares Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Balanced Index IDM | Mutual Funds | — | — | $1K | <0.1% | |
| Charles Schwab US Mid-Cap Index Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
