Outside in's EIN is 93-0567549.
Download the official 2023 Form 5500 (PDF) for Outside in from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Outside in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| LAURA M GORTON | 74-1625348 | HOUSTON, TX | AGENT | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VALIC Vanguard Lifestrategy Moderate Pooled separate account | Pooled Separate Accounts | — | — | $676K | 12.9% | |
| VALIC T Rowe Price Retirement 2050 ADV Pooled separate account | Pooled Separate Accounts | — | — | $670K | 12.7% | |
| VALIC T Rowe Price Retirement 2055 ADV Pooled separate account | Pooled Separate Accounts | — | — | $535K | 10.2% | |
| VALIC T Rowe Price Retirement 2045 ADV Pooled separate account | Pooled Separate Accounts | — | — | $460K | 8.7% | |
| VALIC Vanguard Lifestrategy Growth Pooled separate account | Pooled Separate Accounts | — | — | $406K | 7.7% | |
| VALIC Fixed Account Plus Guaranteed investment contract | Stable Value | — | — | $318K | 6.1% | |
| VALIC Stock Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $305K | 5.8% | |
| VALIC International Socially Responsible Fund Pooled separate account | Pooled Separate Accounts | — | — | $240K | 4.6% | |
| VALIC High Yield Bond Fund Pooled separate account | Pooled Separate Accounts | — | — | $213K | 4.1% | |
| VALIC Loan Escrow Fund Pooled separate account ** 410 * VALIC Mid Cap Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $170K | 3.2% | |
| VALIC T Rowe Price Retirement 2060 ADV Pooled separate account | Pooled Separate Accounts | — | — | $158K | 3.0% | |
| VALIC US Socially Responsible Fund Pooled separate account | Pooled Separate Accounts | — | — | $146K | 2.8% | |
| VALIC T Rowe Price Retirement 2035 ADV Pooled separate account | Pooled Separate Accounts | — | — | $123K | 2.3% | |
| VALIC T Rowe Price Retirement 2030 ADV Pooled separate account | Pooled Separate Accounts | — | — | $116K | 2.2% | |
| VALIC International Equities Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $86K | 1.6% | |
| VALIC Small Cap Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $80K | 1.5% | |
| VALIC T Rowe Price Retirement 2040 ADV Pooled separate account | Pooled Separate Accounts | — | — | $73K | 1.4% | |
| VALIC Core Bond Fund Pooled separate account | Pooled Separate Accounts | — | — | $73K | 1.4% | |
| VALIC Small Cap Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $51K | 1.0% | |
| VALIC Vanguard Windsor II Pooled separate account | Pooled Separate Accounts | — | — | $46K | 0.9% | |
| VALIC Science & Technology Fund Pooled separate account | Pooled Separate Accounts | — | — | $44K | 0.8% | |
| VALIC Vanguard Wellington Fund Inc Pooled separate account | Pooled Separate Accounts | — | — | $42K | 0.8% | |
| VALIC GS VIT Government Money Market Pooled separate account | Pooled Separate Accounts | — | — | $42K | 0.8% | |
| VALIC NASDAQ-100R Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $37K | 0.7% | |
| VALIC Vanguard Lifestrategy Conservative Pooled separate account | Pooled Separate Accounts | — | — | $26K | 0.5% | |
| VALIC Ariel Fund Pooled separate account | Pooled Separate Accounts | — | — | $10K | 0.2% | |
| VALIC Large Capital Growth Pooled separate account | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| VALIC Systemic Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| VALIC Aggressive Growth Lifestyle Pooled separate account ** 377 * VALIC Ariel Appreciation Fund Pooled separate account | Pooled Separate Accounts | — | — | $7K | 0.1% | |
| VALIC Inflation Protected Fund Pooled separate account | Pooled Separate Accounts | — | — | $7K | 0.1% | |
| Maturing through June 2029 - | Other securities | — | — | $6K | 0.1% | |
| VALIC Short Term Fixed Account Guaranteed investment contract | Stable Value | — | — | $5K | <0.1% | |
| VALIC Long-Term Treasury Pooled separate account ** 737 * VALIC Vanguard Long-Term Investment Grade Fund Pooled separate account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| VALIC International Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| VALIC Moderate Growth Lifestyle Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| VALIC Emerging Economies Pooled separate account ** 593 * VALIC Global Real Estate Fund Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| VALIC Dividend Value Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| VALIC International Opportunities Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| VALIC Small Cap Special Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
