Hannah Kelley signed Bering Straits Native Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bering Straits Native Corporation's EIN is 92-0042240.
Download the official 2024 Form 5500 (PDF) for Bering Straits Native Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bering Straits Native Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $300K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | ADVISORY | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual Fund | Mutual Funds | — | — | $12.0M | 11.0% | |
| T ROWE RETIREMENT TRUST 2045 T ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $9.5M | 8.7% | |
| T ROWE RETIREMENT TRUST 2035 T ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.3M | 7.6% | |
| T ROWE RETIREMENT TRUST 2030 T ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.1M | 7.4% | |
| T ROWE RETIREMENT TRUST 2040 T ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $7.3M | 6.7% | |
| T ROWE RETIREMENT TRUST 2050 T ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.2M | 6.6% | |
| JPMorgan Large Cap Growth Mutual Fund | Other securities | — | — | $7.1M | 6.5% | |
| Lincoln Stable Value Account Fixed Annuity Contract | Stable Value | — | — | $6.7M | 6.2% | |
| T ROWE RETIREMENT TRUST 2025 T ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.1M | 5.6% | |
| T ROWE RETIREMENT TRUST 2055 T ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.0M | 4.6% | |
| T ROWE RETIREMENT TRUST 2020 T ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.5M | 4.1% | |
| T ROWE RETIREMENT TRUST 2060 T ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.5% | |
| Vanguard Total Bond Market Index Mutual Fund | Mutual Funds | — | — | $2.5M | 2.3% | |
| Vanguard Extended Market Index Mutual Fund | Mutual Funds | — | — | $2.4M | 2.2% | |
| Vanguard Total International Stock Index Mutual Fund | Mutual Funds | — | — | $2.1M | 2.0% | |
| JPMorgan Mid Cap Growth Mutual Fund | Other securities | — | — | $1.7M | 1.6% | |
| Voya Intermediate Bond Mutual Fund | Other securities | — | — | $1.5M | 1.4% | |
| Allspring Special Mid Cap Value Mutual Fund | Other securities | — | — | $1.1M | 1.0% | |
| Hartford Small Company Mutual Fund | Common Stocks | — | — | $1.0M | 0.9% | |
| T ROWE RETIREMENT TRUST 2015 T ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $988K | 0.9% | |
| American Funds EuroPacific Growth Mutual Fund | Mutual Funds | — | — | $893K | 0.8% | |
| Participant loans Rates from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $892K | 0.8% | |
| Victory Sycamore Small Company Mutual Fund | Common Stocks | — | — | $844K | 0.8% | |
| T ROWE RETIREMENT TRUST 2010 T ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $812K | 0.7% | |
| American Funds New World Mutual Fund | Mutual Funds | — | — | $727K | 0.7% | |
| T ROWE RETIREMENT TRUST 2065 T ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $678K | 0.6% | |
| T ROWE RETIREMENT TRUST 2005 T ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $184K | 0.2% | |
| T ROWE RETIREMENT BALANCE TRUST T ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $43K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER | 91-1194016 | — | AUDITOR | $43K | — |
