Conservation Legacy's EIN is 84-1450808.
Download the official 2024 Form 5500 (PDF) for Conservation Legacy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Conservation Legacy'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 71-0927304 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pimco Real Return Fd Instl 13 * Schwab Funds Schwab Total Stk Mkt Index | Mutual Funds | — | — | $1.4M | 52.5% | |
| Fidelity Intl Index Fund | Common Collective Trusts | — | — | $437K | 15.8% | |
| Vanguard Total Bond Mkt Index Adm | Mutual Funds | — | — | $409K | 14.9% | |
| Standard Insurance Company Standard Stable Asset Fund D | Common Stocks | — | — | $236K | 8.6% | |
| Vanguard Info Tech Index Fund Admiral | Common Collective Trusts | — | — | $53K | 1.9% | |
| Vanguard Emrg Mkts Stk Index Fund Adm | Common Collective Trusts | — | — | $48K | 1.8% | |
| American Funds American Funds American Bal Fund R6 | Mutual Funds | — | — | $29K | 1.0% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $24K | 0.9% | |
| Vanguard 500 Index F | Common Collective Trusts | — | — | $24K | 0.9% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $22K | 0.8% | |
| Vanguard Small Cap I | Mutual Funds | — | — | $7K | 0.3% | |
| JP Morgan JP Morgan Mid Cap Growth Fund R6 26 Nuveen Green Bond R6 | Mutual Funds | — | — | $7K | 0.2% | |
| Nuveen International Res EQ R6 | Mutual Funds | — | — | $4K | 0.2% | |
| Columbia Mid Cap Index F D CL INST 3 | Other securities | — | — | $4K | 0.1% | |
| Participant Loans to participants, bearing interest at 8.5% | Bonds / Notes | — | — | $3K | <0.1% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
