Tim Pulver signed Impact MHC Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Impact MHC Management, LLC's EIN is 83-0699042.
Download the official 2024 Form 5500 (PDF) for Impact MHC Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Impact MHC Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $1.0M | 23.5% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $792K | 18.6% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $461K | 10.8% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $345K | 8.1% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $284K | 6.7% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $219K | 5.1% | |
| Thrnbrg Intl Val R6 + Mutual Fund 0 Nuveen Lifecycle Index 2015 Fund - Class R6 Mutual Fund 0 Nuveen Lifecycle Index 2020 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $168K | 3.9% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $163K | 3.8% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $162K | 3.8% | |
| Participant Loans with maturities from | Participant loans | — | — | $88K | 2.1% | |
| Fid 500 Indx Mutual Fund | Mutual Funds | — | — | $76K | 1.8% | |
| BlackRock 80/20 TrgtAlloc Inst Mutual Fund | Other securities | — | — | $32K | 0.8% | |
| State Street Balanced Index Fund - Class K Mutual Fund | Common Collective Trusts | — | — | $32K | 0.7% | |
| Putnam Large Cap Growth Fund - Class Y Mutual Fund | Mutual Funds | — | — | $25K | 0.6% | |
| Nw Geneva Smcapgr Inst Svc Mutual Fund | Other securities | — | — | $25K | 0.6% | |
| Victory Sycamore Established Value Fund - Class I Mutual Fund | Other securities | — | — | $23K | 0.5% | |
| Fid Us Bd Indx Mutual Fund | Mutual Funds | — | — | $22K | 0.5% | |
| Vngrd Wndsr Adml Mutual Fund | Other securities | — | — | $20K | 0.5% | |
| Brown Advisory Sustainable Growth Fund - Institutional Shares Mutual Fund | Other securities | — | — | $18K | 0.4% | |
| DodgeCox Intl Stk I Mutual Fund | Other securities | — | — | $17K | 0.4% | |
| Gdmnscs Gqgptnrintloppr R6 Mutual Fund | Other securities | — | — | $16K | 0.4% | |
| Fid Intl Indx Mutual Fund | Mutual Funds | — | — | $16K | 0.4% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $15K | 0.4% | |
| Nw Fixed Select Option Group Annuity Contract | Common Stocks | — | — | $15K | 0.4% | |
| Nw Loomis Allcap Gr R6 Mutual Fund | Other securities | — | — | $15K | 0.3% | |
| Avantis U.S. Large Cap Value Fund Mutual Fund | Other securities | — | — | $14K | 0.3% | |
| Jpm Lgcap Gr R6 Mutual Fund | Other securities | — | — | $13K | 0.3% | |
| Jpm Eq Inc R5 Mutual Fund | Common Stocks | — | — | $13K | 0.3% | |
| Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund | Other securities | — | — | $12K | 0.3% | |
| Frstegle Gold R6 + Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| As Prec Mtls Inst + Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| Trowepr Val + Mutual Fund 0 Vaneck Intl Inv Gold Inst + Mutual Fund | Other securities | — | — | $9K | 0.2% | |
| Fidadv Gold I + Mutual Fund | Other securities | — | — | $9K | 0.2% | |
| Invsco Goldspecmnrls Y + Mutual Fund | Other securities | — | — | $9K | 0.2% | |
| Fidadv Gr Oppr Inst + Mutual Fund 0 Fnkln Gold Prec Mtls Adv + Mutual Fund | Other securities | — | — | $9K | 0.2% | |
| Artisan Intl Val Inst Mutual Fund | Other securities | — | — | $9K | 0.2% | |
| BlackRock Ttl Rtn K Mutual Fund 0 CohenStrs RealEst Sec Inst Mutual Fund | Other securities | — | — | $8K | 0.2% | |
| Mfs Mdcap Gr R6 Mutual Fund | Mutual Funds | — | — | $8K | 0.2% | |
| Diamond Hill MdCap I Mutual Fund | Other securities | — | — | $8K | 0.2% | |
| Prncpl Glbl Realest R6 Mutual Fund | Other securities | — | — | $7K | 0.2% | |
| Fed Hrms Shintdtlrtbd Inst Mutual Fund | Other securities | — | — | $7K | 0.2% | |
| Legal & General Commodity Strategy Fund - Institutional Shares Mutual Fund | Other securities | — | — | $7K | 0.2% | |
| DFA Intl Lgcap Gr Mutual Fund | Mutual Funds | — | — | $6K | 0.1% | |
| BlackRock Hi Yld Bd Port K Mutual Fund | Other securities | — | — | $5K | 0.1% | |
| Pgim Ttl Rtn Bd R6 Mutual Fund 8850 Pimco Real Rtn Inst Mutual Fund | Mutual Funds | — | — | $4K | 0.1% | |
| Virtus Kar Mdcap Gr R6 + Mutual Fund 0 Vngrd Bal Indx Adml Mutual Fund 0 Vngrd Explr Adml Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Avantis U.S. Small Cap Value Fund - Institutional Class Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund 0 Fed Hrms Inst Hiyldbd Inst Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Vngrd Ttl Stmkt Indx Fd As Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| American Fund New World R6 Mutual Fund | 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.
