Christine Hudgens signed Southern Ute Indian Tribe Retirement Savings Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Ute Indian Tribe Retirement Savings Plan's EIN is 84-0404384.
Download the official 2024 Form 5500 (PDF) for Southern Ute Indian Tribe Retirement Savings Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Ute Indian Tribe Retirement Savings Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | -$64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $69K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $54.9M | 18.1% | |
| Fidelity Blue Chip Growth Fund Mutual fund | Mutual Funds | — | — | $34.4M | 11.3% | |
| Fidelity NASDAQ Comp Index Fund Mutual fund | Common Collective Trusts | — | — | $27.9M | 9.2% | |
| Galliard Stable Return Fund Collective trust | Common Collective Trusts | — | — | $22.2M | 7.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $22.2M | 7.3% | |
| Fidelity Small Cap Growth Fund Mutual fund | Mutual Funds | — | — | $21.8M | 7.2% | |
| Fidelity Total Bond Fund Mutual fund | Mutual Funds | — | — | $19.0M | 6.3% | |
| DFA US Target Value I Fund Mutual fund | Mutual Funds | — | — | $17.0M | 5.6% | |
| DFA US Large Cap Value Fund Mutual fund | Mutual Funds | — | — | $15.7M | 5.2% | |
| Vanguard Balanced Index Fund Mutual fund | Common Collective Trusts | — | — | $12.7M | 4.2% | |
| Dodge & Cox International Stock Fund Mutual fund | Mutual Funds | — | — | $11.0M | 3.6% | |
| T Rowe Price Retirement 2035 Fund Mutual fund | Mutual Funds | — | — | $9.7M | 3.2% | |
| T Rowe Price Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $7.4M | 2.4% | |
| T Rowe Price Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $7.3M | 2.4% | |
| Geode S&P International Fund Collective trust | Common Collective Trusts | — | — | $6.9M | 2.3% | |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $6.9M | 2.3% | |
| T Rowe Price Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $5.1M | 1.7% | |
| T Rowe Price Retirement 2050 Fund Mutual fund | Mutual Funds | — | — | $3.7M | 1.2% | |
| T Rowe Price Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $3.7M | 1.2% | |
| SP MID CAP IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 013 | Common Collective Trust | — | — | $3.6M | 1.2% | |
| Dodge & Cox Balanced Fund Mutual fund | Mutual Funds | — | — | $2.5M | 0.8% | |
| maturing through October 2034 - | Other securities | — | — | $2.3M | 0.8% | |
| T Rowe Price Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $2.1M | 0.7% | |
| Geode S&P Emerging Markets Index Fund Collective trust | Common Collective Trusts | — | — | $2.0M | 0.7% | |
| SP EM MKT IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 007 | Common Collective Trust | — | — | $2.0M | 0.7% | |
| T Rowe Price Retirement 2060 Fund Mutual fund | Mutual Funds | — | — | $2.0M | 0.6% | |
| T Rowe Price Retirement 2065 Fund Mutual fund | Mutual Funds | — | — | $1.6M | 0.5% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| PIMCO Income Fund Mutual fund | Mutual Funds | — | — | $1.2M | 0.4% | |
| T Rowe Price Retirement 2020 Fund Mutual fund | Mutual Funds | — | — | $1.1M | 0.4% | |
| T Rowe Price International Discovery Fund Mutual fund | Mutual Funds | — | — | $977K | 0.3% | |
| Self-directed brokerage accounts Exchange-traded funds | Self-Directed Brokerage | — | — | $841K | 0.3% | |
| Vanguard Total Intl Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $694K | 0.2% | |
| Fidelity Government Money Market Fund Mutual fund | Mutual Funds | — | — | $409K | 0.1% | |
| Self-directed brokerage accounts Cash | Self-Directed Brokerage | — | — | $328K | 0.1% | |
| Self-directed brokerage accounts Mutual funds | Self-Directed Brokerage | — | — | $54K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
