Michael J. Rasband signed Deseret Mutual Benefit Administrators' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deseret Mutual Benefit Administrators' EIN is 87-0440163.
Download the official 2024 Form 5500 (PDF) for Deseret Mutual Benefit Administrators from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deseret Mutual Benefit Administrators' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER TRUST COMPANY LLC | — | DENVER, CO | RECORDKEEPER | $860K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LIFEPATH INDEX RETIRE FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 71-0986421 / PN 001 | Common Collective Trust | — | — | $1.5B | 23.7% | |
| LIFEPATH INDEX 2035 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 20-5114956 / PN 001 | Common Collective Trust | — | — | $719.6M | 11.7% | |
| LIFEPATH INDEX 2030 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 20-5114920 / PN 001 | Common Collective Trust | — | — | $690.9M | 11.2% | |
| LIFEPATH INDEX 2040 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 71-0986419 / PN 001 | Common Collective Trust | — | — | $676.7M | 11.0% | |
| LIFEPATH INDEX 2045 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $554.9M | 9.0% | |
| BLACKROCK EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $427.0M | 6.9% | |
| LIFEPATH INDEX 2050 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $353.8M | 5.8% | |
| LIFEPATH INDEX 2055 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-2470604 / PN 001 | Common Collective Trust | — | — | $228.3M | 3.7% | |
| Voya Enhanced Intermediate Stable Voya Value Fund | Other securities | — | — | $194.2M | 3.2% | |
| BLACKROCK MIDCAP EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3272818 / PN 001 | Common Collective Trust | — | — | $125.1M | 2.0% | |
| LIFEPATH INDEX 2060 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $106.5M | 1.7% | |
| FTSE RAFI U.S. 1000 INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4514493 / PN 001 | Common Collective Trust | — | — | $91.2M | 1.5% | |
| LIFEPATH INDEX 2065 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $65.1M | 1.1% | |
| BRANDES INTERNATIONAL VALUE FUND GREAT GRAY · EIN 26-3783687 / PN 920 | Common Collective Trust | — | — | $63.3M | 1.0% | |
| DFA US Small-Cap DFA Investment Dimension Group Inc. Value Fund | Mutual Funds | — | — | $61.8M | 1.0% | |
| TCM Small Cap Tyee Growth Fund | Other securities | — | — | $61.7M | 1.0% | |
| VOYA CORE PLUS TRUST FUND VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 022 | Common Collective Trust | — | — | $57.7M | 0.9% | |
| WILLIAM BLAIR INT'L GROWTH CIT GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 002 | Common Collective Trust | — | — | $47.6M | 0.8% | |
| Participant loans (maturing 2025 to 2029 at * Participant Loans interest rates ranging from 2.5%-9.5%) | Bonds / Notes | — | — | $37.2M | 0.6% | |
| Vanguard Inflation Protected Securities Vanguard Fund | Mutual Funds | — | — | $34.9M | 0.6% | |
| PIMCO High Yield PIMCO Institutional | Mutual Funds | — | — | $32.9M | 0.5% | |
| BLACKROCK RUSSELL 2000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-4239791 / PN 001 | Common Collective Trust | — | — | $23.4M | 0.4% | |
| LSV EMERGING MARKETS CIT RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 011 | Common Collective Trust | — | — | $20.8M | 0.3% | |
| BLACKROCK MSCI ACWI EX-US INDEX FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-4263088 / PN 001 | Common Collective Trust | — | — | $11.7M | 0.2% | |
| Vanguard Federal Money Vanguard Market Fund | Mutual Funds | — | — | $1.1M | <0.1% | |
| Va rious parti ci pa nts* Party-i n-i nteres t.** Cos t i nforma ti on i s not requi red for parti ci pa nt-di rected inves tments a nd i s therefore not incl uded. DESERET 401(k) PLANEmployer ID No: 87-0440163Plan No: 003FORM 5500, SCHEDULE H, PART IV LINE 4i—SCHEDULE OF ASSETS (HELD AT END OF YEAR)AS OF DECEMBER 31, 2024(a) | Bonds / Notes | — | — | $1.0M | <0.1% | |
| LIFEPATH INDEX 2070 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 99-3702781 / PN 001 | Common Collective Trust | — | — | $333K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
