Joshua AUDI signed Catholic Charities Diocese of Fort Worth Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catholic Charities Diocese of Fort Worth Incorporated's EIN is 75-0808769.
Download the official 2024 Form 5500 (PDF) for Catholic Charities Diocese of Fort Worth Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catholic Charities Diocese of Fort Worth Incorporated'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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVMT ADV | 82-1364595 | — | NONE | $56K | — |
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 AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $14.1M | 99.9% | |
| Nuveen Lifecycle Idx 2045 R6 | Common Collective Trusts | — | $0 | $1.9M | 13.3% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | $0 | $1.7M | 12.0% | |
| Nuveen Lifecycle Idx 2025 R6 | Common Collective Trusts | — | $0 | $1.3M | 9.5% | |
| Nuveen Lifecycle Idx 2050 R6 | Common Collective Trusts | — | $0 | $1.2M | 8.8% | |
| Nuveen Lifecycle Idx 2035 R6 | Common Collective Trusts | — | $0 | $1.1M | 7.7% | |
| Ishares Msci Eafe Intl Idx K | Common Collective Trusts | — | $0 | $759K | 5.4% | |
| PGIM Total Return Bond R6 | Other securities | — | $0 | $692K | 4.9% | |
| Nuveen Lifecycle Idx 2040 R6 | Common Collective Trusts | — | $0 | $610K | 4.3% | |
| Nuveen Lifecycle Idx 2055 R6 | Common Collective Trusts | — | $0 | $592K | 4.2% | |
| Jpmorgan Large Cap Growth R6 | Other securities | — | $0 | $542K | 3.8% | |
| Thornburg Ltd Term Inc R6 | Common Stocks | — | $0 | $520K | 3.7% | |
| Nuveen Lifecycle Idx 2060 R6 | Common Collective Trusts | — | $0 | $468K | 3.3% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | $0 | $466K | 3.3% | |
| Nuveen Lifecycle Idx 2030 R6 | Common Collective Trusts | — | $0 | $459K | 3.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | $0 | $343K | 2.4% | |
| Nuveen Lifecycle Idx 2015 R6 | Common Collective Trusts | — | $0 | $251K | 1.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | $0 | $221K | 1.6% | |
| Nuveen Lifecycle Idx 2065 R6 | Common Collective Trusts | — | $0 | $213K | 1.5% | |
| MFS Intl Growth | Mutual Funds | — | $0 | $147K | 1.0% | |
| Nuveen Lifecycle Idx 2020 R6 | Common Collective Trusts | — | $0 | $144K | 1.0% | |
| Jan Hen Global Equity Income N | Other securities | — | $0 | $140K | 1.0% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | $0 | $94K | 0.7% | |
| Jpmorgan Mid Cap Growth R6 | Other securities | — | $0 | $72K | 0.5% | |
| Amercent Smcap Growth R6 | Other securities | — | $0 | $71K | 0.5% | |
| Blackrock Strategic GlbI BD K | Other securities | — | $0 | $19K | 0.1% | |
| Vanguard Smcap Value Idx Adm | Common Collective Trusts | — | $0 | $12K | <0.1% | |
| AUL Stable Value Account | Stable Value | — | $0 | $11K | <0.1% | |
| Nuveen Lifecycle Idx 2010 R6 | Common Collective Trusts | — | $0 | $7K | <0.1% | |
| Nuveen Lifecycle Idx Inc R6 | Common Collective Trusts | — | $0 | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
