Debra Makowsky signed Brazos Valley Community Action Agency, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brazos Valley Community Action Agency, Inc.'s EIN is 74-1715140.
Download the official 2024 Form 5500 (PDF) for Brazos Valley Community Action Agency, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brazos Valley Community Action Agency, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | DIRECTED TRUSTEE | $0 | — |
| MSCS FS DIV OF BROADRIDGE BPO, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.9M | 13.9% | |
| Nuveen Lifecycle Index 2040 Instl | Mutual Funds | — | — | $1.8M | 13.1% | |
| Nuveen Lifecycle Index 2030 Instl | Mutual Funds | — | — | $1.7M | 12.8% | |
| Nuveen Lifecycle Index 2025 Instl | Mutual Funds | — | — | $1.0M | 7.6% | |
| Vanguard US Growth Admiral | Mutual Funds | — | — | $928K | 6.9% | |
| Nuveen Lifecycle Index 2035 Instl | Mutual Funds | — | — | $874K | 6.5% | |
| Nuveen Lifecycle Index 2045 Instl | Mutual Funds | — | — | $835K | 6.2% | |
| Nuveen Lifecycle Index 2020 Instl | Mutual Funds | — | — | $783K | 5.8% | |
| Nuveen Lifecycle Index 2055 Instl | Mutual Funds | — | — | $707K | 5.3% | |
| Nuveen Lifecycle Index 2050 Instl | Mutual Funds | — | — | $594K | 4.4% | |
| TIAA-CREF Large-Cap Gr Idx R6 | Common Collective Trusts | — | — | $353K | 2.6% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $349K | 2.6% | |
| Participants Participant Loans Rates from 4.50% to 9.50% - | Bonds / Notes | — | — | $333K | 2.5% | |
| Nuveen Lifecycle Targe 2010 Instl | Mutual Funds | — | — | $256K | 1.9% | |
| Nuveen Lifecycle Index Ret Inc Fund R6 | Mutual Funds | — | — | $187K | 1.4% | |
| American Funds Intl Growth & Income Fd-R6 | Mutual Funds | — | — | $150K | 1.1% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $108K | 0.8% | |
| Nuveen Smal Cap Blend Index Fund R6 | Common Collective Trusts | — | — | $89K | 0.7% | |
| DFA US Small Cap I | Mutual Funds | — | — | $84K | 0.6% | |
| Fidelity Mid Cap Index Instl Prem | Mutual Funds | — | — | $80K | 0.6% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $78K | 0.6% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $77K | 0.6% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $67K | 0.5% | |
| Nuveen Lifecycle Index 2015 Instl | Mutual Funds | — | — | $40K | 0.3% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $29K | 0.2% | |
| American United Life Insurance Contract | Other securities | — | — | $25K | 0.2% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $5K | <0.1% | |
| BlackRock Fed Fund Institutional Shares | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-1151291 |
| — |
| DIRECTED TRUSTEE |
| $0 |
| — |
