Lynne Pickett signed The Woodlands Religious Community Inc. DBA Interfaith's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Woodlands Religious Community Inc. DBA Interfaith's EIN is 74-1804123.
Download the official 2024 Form 5500 (PDF) for The Woodlands Religious Community Inc. DBA Interfaith from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Woodlands Religious Community Inc. DBA Interfaith's plan includes profit-sharing, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST | — | NEW YORK, NY | CUSTODIAN | $488 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | ERIE, PA | RECORDKEEPER | $18K | — |
| AXA EQUITABLE LIFE INSURANCE CO |
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.
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| 13-5570651 |
| — |
| RECORDKEEPER |
| $544 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FONDREN OAKS CAPITAL MGMT | 82-3258348 | — | INVESTMENT ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Growth Stock I Mutual Funds n/a | Other securities | — | — | $1.4M | 15.5% | |
| Vanguard 500 Index Admiral Mutual Funds n/a | Common Collective Trusts | — | — | $900K | 10.0% | |
| Guaranteed Interest Account Insurance Company General Account n/a | Common Stocks | — | — | $817K | 9.1% | |
| Permanent Portfolio Permanent I Mutual Funds n/a | Other securities | — | — | $707K | 7.9% | |
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $668K | 7.4% | |
| Vanguard Inflation-Protected Secs Adm Mutual Funds n/a | Mutual Funds | — | — | $557K | 6.2% | |
| First Eagle Global Fund R6 Mutual Funds n/a | Other securities | — | — | $536K | 6.0% | |
| Dodge & Cox Income Fund X Mutual Funds n/a | Mutual Funds | — | — | $522K | 5.8% | |
| AMG Yacktman I Mutual Funds n/a | Other securities | — | — | $465K | 5.2% | |
| Vanguard Short-Term Bond Index Adm Mutual Funds n/a | Mutual Funds | — | — | $385K | 4.3% | |
| Vanguard Developed Markets Index Admiral Mutual Funds n/a | Mutual Funds | — | — | $339K | 3.8% | |
| Vanguard Total Stock Mkt ldx Adm Mutual Funds n/a | Mutual Funds | — | — | $249K | 2.8% | |
| T. Rowe Price Capital Appreciation I Mutual Funds n/a | Other securities | — | — | $221K | 2.5% | |
| Notes receivable from participants - | Other securities | — | — | $151K | 1.7% | |
| Vanguard Target Retirement 2050 Inv Mutual Funds n/a | Mutual Funds | — | — | $132K | 1.5% | |
| Nicholas Equity Income Fund I Mutual Funds n/a | Other securities | — | — | $124K | 1.4% | |
| LG Cap Val Managed Vol Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $117K | 1.3% | |
| Federated Hermes Govt Oblig IS Interest-Bearing Cash Account n/a | Cash / Money Market | — | — | $110K | 1.2% | |
| Vanguard Wellesley® Income Admiral Mutual Funds n/a | Mutual Funds | — | — | $108K | 1.2% | |
| EQ/Equity 500 Index Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $106K | 1.2% | |
| American Funds Fundamental lnvs R6 Mutual Funds n/a | Mutual Funds | — | — | $89K | 1.0% | |
| Dodge & Cox Stock Fund X Mutual Funds n/a | Mutual Funds | — | — | $86K | 1.0% | |
| Royce Premier Fund Int Mutual Funds n/a | Other securities | — | — | $74K | 0.8% | |
| AXA Lg Cap Grw Managed Vol Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $62K | 0.7% | |
| American Funds Bon R6 Mutual Funds n/a | Mutual Funds | — | — | $60K | 0.7% | |
| Invesco Developing Markets Fund Y Mutual Funds n/a | Mutual Funds | — | — | $52K | 0.6% | |
| AXA Balanced Strategy Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $43K | 0.5% | |
| EQ/Blackrock Basic Value Eqty Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $42K | 0.5% | |
| EQ/Com Stck Index Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $39K | 0.4% | |
| Vanguard Windsor™ II Admiral™ Mutual Funds n/a | Mutual Funds | — | — | $37K | 0.4% | |
| Franklin Mutual Quest-RB Mutual Funds n/a | Mutual Funds | — | — | $31K | 0.3% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds n/a | Mutual Funds | — | — | $31K | 0.3% | |
| Vanguard Target Retirement 2030 Inv Mutual Funds n/a | Mutual Funds | — | — | $30K | 0.3% | |
| Multimanager Aggressive Equity Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $29K | 0.3% | |
| EQ/Mid Cap Index Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $29K | 0.3% | |
| AXA/Horizon Small Cap Value Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $28K | 0.3% | |
| AXA Aggressive Allocation Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $25K | 0.3% | |
| EQ/International Equity Index Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $19K | 0.2% | |
| EQ/Small Company Index Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds n/a | Mutual Funds | — | — | $17K | 0.2% | |
| AXA Mid Cap Val Managed Vol Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $17K | 0.2% | |
| BlackRock Global Alloc-K Mutual Funds n/a | Other securities | — | — | $16K | 0.2% | |
| AXA Moderate Allocation Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| AXA/Ab Small Cap Growth Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| EQ/Calvert Socially Resp Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $13K | 0.1% | |
| Templeton Global Bond R6 Mutual Funds n/a | Mutual Funds | — | — | $11K | 0.1% | |
| AXA Glb Eqty Managed Vol Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $10K | 0.1% | |
| Virtus Seix US Govt Secs Ultr-Shrt Bd I Mutual Funds n/a | Other securities | — | — | $10K | 0.1% | |
| Vanguard Real Estate Index Admiral Mutual Funds n/a | Mutual Funds | — | — | $10K | 0.1% | |
| EQ/Gamco Small Company Value Pooled Separate Accounts n/a | Pooled Separate Accounts | — | — | $9K | <0.1% |
