Reed Clayton signed Behold Washington's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Behold Washington's EIN is 82-5247068.
Download the official 2024 Form 5500 (PDF) for Behold Washington from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Behold Washington's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES, INC. | 16-1450952 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Growth Advantage Fund Class R6 9,084.5700 shares | Other securities | — | $9K | $387K | 14.1% | |
| T. Rowe Price Retirement I 2030 Fund I Class 11,913.9100 shares | Other securities | — | $12K | $305K | 11.1% | |
| T. Rowe Price Retirement I 2025 Fund I Class 16,830.0550 shares | Other securities | — | $17K | $279K | 10.2% | |
| Vanguard Large Cap Index Fund Admiral Shares 1,532.9250 shares | Common Collective Trusts | — | $2K | $209K | 7.6% | |
| T. Rowe Price Retirement I 2035 Fund I Class 9,900.1230 shares | Other securities | — | $10K | $208K | 7.6% | |
| T. Rowe Price Retirement I 2060 Fund I Class 10,671.6680 shares | Other securities | — | $11K | $177K | 6.5% | |
| s - continued T. Rowe Price Retirement I 2050 Fund I Class 8,390.2750 shares | Mutual Funds | — | $8K | $159K | 5.8% | |
| T. Rowe Price Retirement I 2045 Fund I Class 6,488.8490 shares | Other securities | — | $6K | $144K | 5.3% | |
| T. Rowe Price Retirement I 2040 Fund I Class 4,567.5040 shares | Other securities | — | $5K | $140K | 5.1% | |
| T. Rowe Price Retirement I 2055 Fund I Class 6,005.5680 shares | Other securities | — | $6K | $120K | 4.4% | |
| s - Alliance Bernstein AB Large Cap Growth Fund Class Z 1,051.4990 shares | Mutual Funds | — | $1K | $115K | 4.2% | |
| Smead Value Fund Class Y 1,180.0000 shares | Other securities | — | $1K | $93K | 3.4% | |
| American Century Small Cap Growth Fund R6 2,541.2240 Shares | Other securities | — | $3K | $59K | 2.1% | |
| Value Line Mid Cap Focused Fund Institutional Class 1,413.3440 Shares | Other securities | — | $1K | $49K | 1.8% | |
| Federated Hermes Total Return Bond Fund Class R6 4,260.7040 shares | Other securities | — | $4K | $40K | 1.5% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund Class R6 450.4210 shares | Other securities | — | — | $38K | 1.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 115.0950 shares | Common Collective Trusts | — | — | $38K | 1.4% | |
| JPMorgan Hedged Equity Fund Class R6 1,008.7340 shares | Other securities | — | $1K | $33K | 1.2% | |
| T. Rowe Price Retirement I 2065 Fund I Class 2,310.6560 shares | Other securities | — | $2K | $30K | 1.1% | |
| The Hartford Dividend and Growth Fund Class R6 821.0730 shares | Other securities | — | — | $28K | 1.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares 115.1600 shares | Common Collective Trusts | — | — | $26K | 0.9% | |
| Cash & Equivalents Mid Atlantic Master Cash Account 118 Money market funds Federated Hermes Government Obligations Premier 15,887.0600 shares | Cash / Money Market | — | $16K | $16K | 0.6% | |
| MFS Mid Cap Value Fund Class R6 385.8870 shares | Mutual Funds | — | — | $12K | 0.4% | |
| Baird Core Plus Bond Fund Class Institutional 890.7200 shares | Other securities | — | — | $9K | 0.3% | |
| Buffalo International Fund Institutional Class 293.7510 shares | Other securities | — | — | $6K | 0.2% | |
| Federated Hermes International Small-Mid Company Fund Institutional Class 130.6730 Shares | Common Stocks | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
