Kendace Culbreth signed Houston Food Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Houston Food Bank's EIN is 74-2181456.
Download the official 2024 Form 5500 (PDF) for Houston Food Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Houston Food Bank's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2040 R6 93,617 shares | Mutual Funds | — | $94K | $1.9M | 16.9% | |
| AF TRGT DATE 2025 R6 126,093 shares | Other securities | — | $126K | $1.9M | 16.9% | |
| AF TRGT DATE 2045 R6 58,835 shares | Other securities | — | $59K | $1.2M | 11.0% | |
| AF TRGT DATE 2055 R6 45,571 shares | Other securities | — | $46K | $1.2M | 10.6% | |
| AF TRGT DATE 2030 R6 54,234 shares | Other securities | — | $54K | $938K | 8.3% | |
| AF TRGT DATE 2035 R6 48,761 shares | Other securities | — | $49K | $928K | 8.2% | |
| AF TRGT DATE 2060 R6 39,699 shares | Other securities | — | $40K | $712K | 6.3% | |
| AF TRGT DATE 2050 R6 31,052 shares | Other securities | — | $31K | $649K | 5.7% | |
| AF TRGT DATE 2020 R6 27,588 shares | Other securities | — | $28K | $371K | 3.3% | |
| FID 500 INDEX 1,106 shares | Common Collective Trusts | — | $1K | $226K | 2.0% | |
| varying maturity dates through 2029 | Other securities | — | — | $161K | 1.4% | |
| FID US BOND IDX 10,595 shares | Common Collective Trusts | — | $11K | $108K | 1.0% | |
| DFA LARGE CAP INTL I 3,389 shares | Mutual Funds | — | $3K | $91K | 0.8% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | $85K | $85K | 0.7% | |
| NB MID CAP GROWTH R6 4,356 shares | Other securities | — | $4K | $75K | 0.7% | |
| FID SM CAP IDX 2,420 shares | Common Collective Trusts | — | $2K | $67K | 0.6% | |
| FID SMALL CAP GROWTH 1,543 shares | Mutual Funds | — | $2K | $52K | 0.5% | |
| MFS MA INV GR STK R6 1,116 shares | Mutual Funds | — | $1K | $49K | 0.4% | |
| AF TRGT DATE 2065 R6 1,865 shares | Other securities | — | $2K | $33K | 0.3% | |
| FID MID CAP IDX 908 shares | Common Collective Trusts | — | — | $31K | 0.3% | |
| MFS MID CAP VALUE R6 809 shares | Mutual Funds | — | — | $26K | 0.2% | |
| MGL SMCP VAL R6 222 shares | Other securities | — | — | $16K | 0.1% | |
| MFS VALUE R6 172 shares | Mutual Funds | — | — | $8K | <0.1% | |
| AF BALANCED R6 68 shares | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
