Christi Miller signed Bethesda Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bethesda Associates' EIN is 84-1087692.
Download the official 2024 Form 5500 (PDF) for Bethesda Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bethesda Associates' 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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS | 36-3258176 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $19.2M | 93.0% | |
| T ROWE PRICE RET 2040 I | Mutual Funds | — | — | $3.3M | 16.0% | |
| T ROWE PRICE RET 2035 I | Mutual Funds | — | — | $3.1M | 15.2% | |
| T ROWE PRICE RET 2030 I | Mutual Funds | — | — | $2.6M | 12.5% | |
| T ROWE PRICE RET 2045 I | Mutual Funds | — | — | $1.9M | 9.4% | |
| T ROWE PRICE RET 2025 I | Mutual Funds | — | — | $1.8M | 8.7% | |
| T ROWE PRICE RET 2050 I | Mutual Funds | — | — | $1.2M | 5.7% | |
| T ROWE PRICE RET 2020 I | Mutual Funds | — | — | $1.1M | 5.3% | |
| T ROWE PRICE RET 2055 I | Mutual Funds | — | — | $880K | 4.3% | |
| AUL STABLE VALUE ACCOUNT | Stable Value | — | — | $628K | 3.0% | |
| T ROWE PRICE RET 2015 I | Mutual Funds | — | — | $583K | 2.8% | |
| T ROWE PRICE RET 2060 I | Mutual Funds | — | — | $542K | 2.6% | |
| AUL FIXED ACCOUNT | Other securities | — | — | $418K | 2.0% | |
| PARTICIPANTS LOANS 4.25% TO 4.25% 0 | Bonds / Notes | — | — | $405K | 2.0% | |
| T ROWE PRICE RET 2065 I | Mutual Funds | — | — | $280K | 1.4% | |
| VANGUARD 500 INDEX ADM | Common Collective Trusts | — | — | $274K | 1.3% | |
| T ROWE PRICE RET BAL I | Mutual Funds | — | — | $232K | 1.1% | |
| T ROWE PRICE RET 2005 I | Mutual Funds | — | — | $225K | 1.1% | |
| DWS RREEF REAL ESTATE SEC R6 | Other securities | — | — | $143K | 0.7% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $138K | 0.7% | |
| MFS VAL R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $108K | 0.5% | |
| MFS MID CAP GROWTH R6 | Mutual Funds | — | — | $105K | 0.5% | |
| JP MORGAN LARGE CAP GROWTH | Other securities | — | — | $103K | 0.5% | |
| AMCENT STRATEGIC ALLOC MOD | Other securities | — | — | $101K | 0.5% | |
| AMERFDS NEW WORLD R6 | Other securities | — | — | $90K | 0.4% | |
| VANGUARD EXPLORER ADM | Mutual Funds | — | — | $73K | 0.4% | |
| T ROWE PRICE RET 2010 I | Mutual Funds | — | — | $71K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $55K | 0.3% | |
| FIDELITY INTL INDEX | Mutual Funds | — | — | $53K | 0.3% | |
| PGIM HIGH-YIELD R6 | Other securities | — | — | $41K | 0.2% | |
| AMCENT SMALL CAP VALUE R6 | Other securities | — | — | $27K | 0.1% | |
| VICTORY TRIV INT SMALL CAP R6 | Other securities | — | — | $22K | 0.1% | |
| AMERICAN CENTURY AMERCENT STRAT ALLOC AGRSV R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $12K | <0.1% | |
| AMCENT STRATEGIC ALLOC AGRS | Other securities | — | — | $12K | <0.1% | |
| VANGUARD MID CAP INDEX ADM | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
