Chuck Walzel signed El Centro del Barrio's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
El Centro del Barrio's EIN is 74-1787031.
Download the official 2024 Form 5500 (PDF) for El Centro del Barrio from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)El Centro del Barrio's plan includes 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | 52-1309931 | — | RECORDKEEPER | $82K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $155 | — |
| VANGUARD | 23-1945930 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL ALTERNATE FIXED ACCOUNT - | Other securities | — | — | $5.7M | 15.2% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2035 - I | Other securities | — | — | $5.2M | 14.0% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2040 - I | Other securities | — | — | $4.1M | 10.9% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2025 - I | Other securities | — | — | $4.0M | 10.7% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2020 - I | Other securities | — | — | $3.8M | 10.2% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2030 - I | Other securities | — | — | $2.9M | 7.8% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2010 - I | Other securities | — | — | $2.7M | 7.2% | |
| Vanguard SMALL CAP VALUE IND ADM SHARES 910 Fidelity INTERNATIONAL BOND INDEX 93 Vanguard SMALL CAP GROWTH INDEX ADMIRAL 925 * T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2050 - I | Mutual Funds | — | — | $2.6M | 7.0% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2045 - I | Other securities | — | — | $2.0M | 5.4% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2055 - I | Other securities | — | — | $1.0M | 2.8% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2015 - I | Other securities | — | — | $824K | 2.2% | |
| Fidelity MID CAP INDEX ADM 962 Fidelity 500 INDEX | Common Collective Trusts | — | — | $673K | 1.8% | |
| PARTICIPANTS Participant Loans Rates from 3.75% to 9.00% | Bonds / Notes | — | — | $563K | 1.5% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2060 - I | Other securities | — | — | $343K | 0.9% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2005 - I | Other securities | — | — | $248K | 0.7% | |
| DFA REAL ESTATE SECURITIES FUND INST 828 Vanguard SMALL CAP INDEX ADM | Mutual Funds | — | — | $217K | 0.6% | |
| Fidelity LARGE CAP GROWTH INDEX | Mutual Funds | — | — | $164K | 0.4% | |
| Vanguard MID-CAP GROWTH INDEX FUND ADM | Common Collective Trusts | — | — | $91K | 0.2% | |
| Fidelity INFLATION-PROT BOND INDEX | U.S. Treasuries | — | — | $90K | 0.2% | |
| T. Rowe Price T. ROWE PRICE RETIREMENT BLEND 2065 - I | Other securities | — | — | $40K | 0.1% | |
| Blackrock 40/60 TARGET ALLOCATION FUND CLASS K | Other securities | — | — | $23K | <0.1% | |
| Vanguard MID-CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $4K | <0.1% | |
| Ishares MSCI EAFE INTERNATIONAL INDEX K | Other securities | — | — | $3K | <0.1% | |
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| CHARLES SCHWAB | 94-1737782 | — | NONE | $0 | — |
| STATE STREE CORPORATION | — | BOSTON, MA | NONE | $0 | — |
