CHAD Conrad signed Cathedral Home for Children's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cathedral Home for Children's EIN is 83-0169092.
Download the official 2024 Form 5500 (PDF) for Cathedral Home for Children from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cathedral Home for Children's plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds Inc. Prin Lifetime 2050 R5 Fund | Common Stocks | — | — | $2.1M | 43.6% | |
| Principal Funds Inc. Prin Lifetime 2040 R5 Fund | Common Stocks | — | — | $1.6M | 33.5% | |
| Principal Funds Inc. Prin Lifetime 2030 R5 Fund | Common Stocks | — | — | $274K | 5.7% | |
| Principal Funds Inc. Prin Lifetime 2060 R5 Fund | Common Stocks | — | — | $228K | 4.7% | |
| interest Identity of issuer Description of investment Cost value * Principal Life Insurance Company Prin Fixed Income non 401(a) | Common Stocks | — | — | $131K | 2.7% | |
| Principal Funds Inc. Prin Large Cap S&P 500 Index R5 Fund | Common Collective Trusts | — | — | $107K | 2.2% | |
| Principal Funds Inc. Prin Lifetime 2055 R5 Fund | Common Stocks | — | — | $67K | 1.4% | |
| Principal Funds Inc. Prin Lifetime Str Inc R5 Fund | Common Stocks | — | — | $56K | 1.2% | |
| Principal Funds Inc. Prin Int'l Eq Index R5 Fd | Common Stocks | — | — | $55K | 1.1% | |
| Principal Funds Inc. Prin Large Cap Growth I R5 Fund | Common Stocks | — | — | $32K | 0.7% | |
| Principal Funds Inc. Prin Small Cap S&P 600 Index R5 Fund | Common Stocks | — | — | $23K | 0.5% | |
| Principal Funds Inc. Prin Lifetime 2045 R5 Fund | Common Stocks | — | — | $19K | 0.4% | |
| Principal Funds Inc. Prin Small Cap Value II R5 Fund ** 32 * Principal Funds Inc. Prin Midcap S&P 400 Index R5 Fund | Common Stocks | — | — | $16K | 0.3% | |
| Principal Funds Inc. Prin Small Cap Growth I R5 Fund | Common Stocks | — | — | $16K | 0.3% | |
| Principal Funds Inc. Prin Lifetime 2035 R5 Fund | Common Stocks | — | — | $15K | 0.3% | |
| Principal Funds Inc. Prin Lifetime 2020 R5 Fund | Common Stocks | — | — | $13K | 0.3% | |
| Principal Funds Inc. Prin Midcap Growth R5 Fund | Common Stocks | — | — | $13K | 0.3% | |
| Principal Funds Inc. Prin Div Int'l R5 Fund | Common Stocks | — | — | $12K | 0.3% | |
| Principal Funds Inc. Prin Real Estate Securities R5 Fund | Common Stocks | — | — | $12K | 0.2% | |
| Principal Funds Inc. Prin Lifetime 2025 R5 Fund | Common Stocks | — | — | $8K | 0.2% | |
| Principal Funds Inc. Prin Bond Market Index R5 Fund | Common Stocks | — | — | $3K | <0.1% | |
| Principal Funds Inc. Prin Core Plus Bond R5 Fund | Common Stocks | — | — | $3K | <0.1% | |
| Principal Funds Inc. Prin Equity Income R5 Fund | Common Stocks | — | — | $1K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
