Cathleen Paugh signed MAKE-a-WISH Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MAKE-a-WISH Foundation's EIN is 86-0481941.
Download the official 2024 Form 5500 (PDF) for MAKE-a-WISH Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MAKE-a-WISH Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $38K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $3.4M | 15.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $3.0M | 13.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $2.5M | 11.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $2.1M | 9.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $2.1M | 9.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $2.0M | 8.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.3M | 5.9% | |
| JP Morgan Growth Advantage R6 | Other securities | — | — | $704K | 3.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $651K | 2.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $533K | 2.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $483K | 2.1% | |
| Hartford Dividend and Growth R6 | Other securities | — | — | $478K | 2.1% | |
| MassMutual Guaranteed Interest Account | Other securities | — | — | $441K | 2.0% | |
| MFS International Growth R6 | Mutual Funds | — | — | $437K | 1.9% | |
| PGIM Jennison Mid Cap Growth R6 | Other securities | — | — | $392K | 1.7% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $353K | 1.6% | |
| Vanguard Developed Market Index Admiral | Mutual Funds | — | — | $352K | 1.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $239K | 1.1% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $209K | 0.9% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $190K | 0.8% | |
| Calvert US Large Cap Core RSPNB IDX R6 | Common Collective Trusts | — | — | $159K | 0.7% | |
| Hartford Small Company R6 | Common Stocks | — | — | $125K | 0.6% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $90K | 0.4% | |
| Calvert Bond I | U.S. Treasuries | — | — | $87K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $75K | 0.3% | |
| Calvert International Equity R6 | Other securities | — | — | $70K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $3K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $0 | <0.1% |
