Amanda Collins signed Partners for Rural Impact's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Partners for Rural Impact's EIN is 87-2937264.
Download the official 2024 Form 5500 (PDF) for Partners for Rural Impact from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Partners for Rural Impact's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Fund Advisors, LLC Lifecycle Index 2030 # | Mutual Funds | — | — | $2.2M | 24.4% | |
| Nuveen Fund Advisors, LLC Lifecycle Index 2035 # | Mutual Funds | — | — | $1.4M | 15.4% | |
| Nuveen Fund Advisors, LLC Lifecycle Index 2045 # | Mutual Funds | — | — | $1.3M | 14.2% | |
| Nuveen Fund Advisors, LLC Lifecycle Index 2050 # | Mutual Funds | — | — | $1.2M | 13.7% | |
| Nuveen Fund Advisors, LLC Lifecycle Index 2040 # | Mutual Funds | — | — | $773K | 8.5% | |
| Nuveen Fund Advisors, LLC Lifecycle Index 2055 # | Mutual Funds | — | — | $694K | 7.6% | |
| Nuveen Fund Advisors, LLC Lifecycle Index 2025 # | Mutual Funds | — | — | $424K | 4.7% | |
| Nuveen Fund Advisors, LLC Lifecycle Index 2060 # | Mutual Funds | — | — | $362K | 4.0% | |
| various maturity dates through November 30, 2029. | Other securities | — | — | $137K | 1.5% | |
| The Vanguard Group, Inc. 500 Index Admiral # | Common Collective Trusts | — | — | $97K | 1.1% | |
| Nuveen Fund Advisors, LLC Lifecycle Index 2065 # | Mutual Funds | — | — | $92K | 1.0% | |
| Lincoln National Life Insurance Company Stable Value Account # | Stable Value | — | — | $89K | 1.0% | |
| AllianceBernstein (AB) Large Cap Growth I # | Other securities | — | — | $86K | 1.0% | |
| Nuveen Fund Advisors, LLC Lifecycle Index 2015 # | Mutual Funds | — | — | $56K | 0.6% | |
| Nuveen Fund Advisors, LLC Lifecycle Index 2020 # | Mutual Funds | — | — | $51K | 0.6% | |
| The Vanguard Group, Inc. Small Cap Index Admiral # | Mutual Funds | — | — | $22K | 0.2% | |
| The Vanguard Group, Inc. Mid Cap Index Admiral # | Mutual Funds | — | — | $20K | 0.2% | |
| Putnam Investment Management, LLC Large Cap Value # | Mutual Funds | — | — | $13K | 0.1% | |
| The Vanguard Group, Inc. Inflation Protected Sec Admiral # | Mutual Funds | — | — | $11K | 0.1% | |
| Capital Research and Mgmt Company American Funds New Persp R6 # | Mutual Funds | — | — | $7K | <0.1% | |
| The Vanguard Group, Inc. Federal Money Market Investor # | Mutual Funds | — | — | $5K | <0.1% | |
| ClearBridge Investments, LLC Small Cap Growth IS # | Other securities | — | — | $4K | <0.1% | |
| Macquarie Inv Mgmt Business Trust Small Cap Value # | Other securities | — | — | $2K | <0.1% | |
| Dodge & Cox Stock Class X # | Mutual Funds | — | — | $2K | <0.1% | |
| Parnassus Investments Core Equity Institutional # | Other securities | — | — | $2K | <0.1% | |
| Principal Funds, Inc. Real Estate Securities R6 # | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
