Board of Trustees, Regional District Council Retirement Plan's EIN is 73-6360525.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Regional District Council Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Regional District Council Retirement Plan's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACROPOLIS INVESTMENT MANAGEMENT | 32-0016216 | — | NONE | $144K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM C. EARHART COMPANY, INC. | 93-0509592 | — | NONE | $221K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF Mutual Fund | Common Collective Trusts | — | $5.8M | $12.2M | 22.8% | |
| VANGUARD TOTAL BOND MARKET Mutual Fund | Mutual Funds | — | $5.8M | $5.2M | 9.7% | |
| VANGUARD FTSE DEVELOPED MARKETS Mutual Fund | Mutual Funds | — | $3.6M | $4.4M | 8.1% | |
| Funds AVANTIS US EQUITY ETF Mutual Fund | Other securities | — | $2.9M | $4.1M | 7.6% | |
| ISHARES CORE S&P MID-CAP Mutual Fund | Other securities | — | $2.0M | $3.5M | 6.6% | |
| ISHARES TRT IS 1-5 YR INV Mutual Fund | Other securities | — | $3.6M | $3.5M | 6.5% | |
| VANGUARD SHORT TERM TREASURY Mutual Fund | Mutual Funds | — | $3.1M | $3.1M | 5.8% | |
| ISHARES CORE S&P SMALL Mutual Fund | Other securities | — | $1.8M | $2.6M | 4.9% | |
| VANGUARD MORTGAGE BACKED SEC Mutual Fund | Mutual Funds | — | $2.9M | $2.6M | 4.8% | |
| ISHS US SMALL Mutual Fund | Other securities | — | $1.9M | $2.5M | 4.6% | |
| VANGUARD FTSE EMERGING MARKETS Mutual Fund | Mutual Funds | — | $1.3M | $1.4M | 2.6% | |
| DIMENSIONAL INTERNATIONAL VALUE Mutual Fund | Mutual Funds | — | $859K | $950K | 1.8% | |
| ISHS MSCI INTL MOMENTUM Mutual Fund | Other securities | — | $846K | $936K | 1.7% | |
| Market Funds 843,012 | Other securities | — | $843K | $843K | 1.6% | |
| Money SCHWAB GOV'T MONEY FUND * Cash Equivalent | Mutual Funds | — | $843K | $843K | 1.6% | |
| Mutual DFA INTERMEDIATE GOVT FI Mutual Fund | Mutual Funds | — | $631K | $602K | 1.1% | |
| DISCOVER BANK CD FDIC INS Certificate of Deposit, | Other securities | — | $235K | $238K | 0.4% | |
| BANK HAPOALIM B. Certificate of Deposit, | Other securities | — | $235K | $237K | 0.4% | |
| SHOREHAM BANK Certificate of Deposit, | Cash / Money Market | — | $235K | $236K | 0.4% | |
| 5.00%, 4/24/2026 | Bonds / Notes | — | — | $235K | 0.4% | |
| 5.05%, 3/28/2025 | Bonds / Notes | — | — | $235K | 0.4% | |
| Cash | Cash / Money Market | — | — | $235K | 0.4% | |
| Equivalents COMMERICAL BANK Certificate of Deposit, | Other securities | — | $175K | $175K | 0.3% | |
| 5.15%, 3/28/2025 | Bonds / Notes | — | — | $175K | 0.3% | |
| CROSSFIRST BANK Certificate of Deposit, | Other securities | — | $150K | $150K | 0.3% | |
| 5.05%, 4/4/2025 | Bonds / Notes | — | — | $150K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WITHUMSMITH+BROWN, P.C. | 22-2027092 | — | NONE | $69K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $48K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $14K | — |
| HARTNETT REYES-JONES, LLC | 43-1205253 | — | NONE | $12K | — |
