Gary Lueker signed Klamath Family Head Start's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Klamath Family Head Start's EIN is 93-0768142.
Download the official 2023 Form 5500 (PDF) for Klamath Family Head Start from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Klamath Family Head Start's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VALIC Fixed Account Plus Fund (at contract value) | Other securities | — | — | $983K | 30.6% | |
| VALIC Science & Technology Fund | Other securities | — | — | $245K | 7.6% | |
| VALIC Systematic Growth Fund | Other securities | — | — | $216K | 6.7% | |
| VALIC Vanguard Wellington Fund Inc | Mutual Funds | — | — | $169K | 5.3% | |
| VALIC Goldman Sachs VIT Government Money Market Fund | Cash / Money Market | — | — | $160K | 5.0% | |
| Notes receivable from participants Interest rates from 1%-3%, maturing through 2033 $0 | Bonds / Notes | — | — | $141K | 4.4% | |
| VALIC Vanguard Windsor | Mutual Funds | — | — | $135K | 4.2% | |
| VALIC Short Term Fixed Account Fund (at contract value) | Other securities | — | — | $109K | 3.4% | |
| VALIC Nasdaq-100(R) Index Fund | Common Collective Trusts | — | — | $97K | 3.0% | |
| VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $80K | 2.5% | |
| VALIC Moderate Growth Lifestyle | Other securities | — | — | $56K | 1.7% | |
| VALIC High Yield Bond Fund ** 717 * VALIC Ariel Fund | Other securities | — | — | $48K | 1.5% | |
| VALIC Mid Cap Strategic Gwth | Other securities | — | — | $48K | 1.5% | |
| VALIC Core Bond Fund | Other securities | — | — | $44K | 1.4% | |
| VALIC US Socially Responsible Fund | Other securities | — | — | $42K | 1.3% | |
| VALIC Small Cap Growth Fund | Other securities | — | — | $42K | 1.3% | |
| VALIC Internatl Equities Index Fund | Common Collective Trusts | — | — | $38K | 1.2% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $37K | 1.2% | |
| VALIC Mid Cap Value Fund | Other securities | — | — | $25K | 0.8% | |
| VALIC International Value Fund | Other securities | — | — | $23K | 0.7% | |
| VALIC Vanguard Long-Term Treasury | Mutual Funds | — | — | $23K | 0.7% | |
| VALIC Aggressive Growth Lifestyle | Other securities | — | — | $23K | 0.7% | |
| VALIC Emerging Economies | Other securities | — | — | $22K | 0.7% | |
| VALIC Large Capital Growth | Other securities | — | — | $22K | 0.7% | |
| VALIC International Opportunities | Other securities | — | — | $16K | 0.5% | |
| VALIC Small Cap Index Fund | Common Collective Trusts | — | — | $13K | 0.4% | |
| VALIC Ariel Appreciation Fund | Other securities | — | — | $12K | 0.4% | |
| VALIC Vanguard Lifestrategy Growth | Mutual Funds | — | — | $10K | 0.3% | |
| VALIC Vanguard Lifestrategy Conservative | Mutual Funds | — | — | $10K | 0.3% | |
| VALIC Dividend Value | Other securities | — | — | $9K | 0.3% | |
| VALIC Inflation Protected Fund | Other securities | — | — | $8K | 0.2% | |
| VALIC Global Real Estate Fund | Other securities | — | — | $8K | 0.2% | |
| VALIC Small Cap Value Fund | Other securities | — | — | $7K | 0.2% | |
| VALIC International Socially Responsible Fund | Other securities | — | — | $7K | 0.2% | |
| VALIC Growth Fund ** 119 * VALIC VC I Capital Appreciation | Other securities | — | — | $7K | 0.2% | |
| Franklin Templeton Mutual Shares Fund - Class A | Mutual Funds | — | — | $5K | 0.2% | |
| VALIC Vanguard Long-Term Inv-Grade Fund | Mutual Funds | — | — | $5K | 0.1% | |
| VALIC Systemic Value | Other securities | — | — | $3K | <0.1% | |
| VALIC Government Securities Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
