Stephanie Cooper signed Peninsula Family Service's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peninsula Family Service's EIN is 94-1186169.
Download the official 2024 Form 5500 (PDF) for Peninsula Family Service from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peninsula Family Service's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | — | DUBUQUE, IA | NONE | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2035 Mutual Fund | Mutual Funds | — | — | $636K | 9.4% | |
| Vanguard Target Ret 2040 Mutual Fund | Mutual Funds | — | — | $618K | 9.1% | |
| Vanguard Target Ret 2025 Mutual Fund | Mutual Funds | — | — | $553K | 8.1% | |
| Vanguard Target Ret 2030 Mutual Fund | Mutual Funds | — | — | $516K | 7.6% | |
| Vanguard Target Ret 2045 Mutual Fund | Mutual Funds | — | — | $502K | 7.4% | |
| Vanguard Target Ret 2020 Mutual Fund | Mutual Funds | — | — | $469K | 6.9% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $454K | 6.7% | |
| Vanguard Balanced Index Admiral Mutual Fund | Mutual Funds | — | — | $414K | 6.1% | |
| Vanguard Target Ret 2050 Mutual Fund | Mutual Funds | — | — | $373K | 5.5% | |
| Fidelity Institutional Money Market Fund Mutual Fund | Mutual Funds | — | — | $372K | 5.5% | |
| Vanguard Target Ret 2055 Mutual Fund | Mutual Funds | — | — | $315K | 4.6% | |
| POOLED SEPARATE ACCOUNT 48 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $294K | 4.3% | |
| Vanguard Target Ret 2060 Mutual Fund | Mutual Funds | — | — | $243K | 3.6% | |
| Vanguard Target Ret 2065 Mutual Fund | Mutual Funds | — | — | $182K | 2.7% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $176K | 2.6% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $147K | 2.2% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $106K | 1.6% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $104K | 1.5% | |
| Notes receivable from participants May 2029. | Other securities | — | — | $101K | 1.5% | |
| AXA 500 Managed Pooled Separate Account | Pooled Separate Accounts | — | — | $96K | 1.4% | |
| AXA Balanced Strategy Pooled Separate Account ** 592 * SIO- S&P 500 INDEX Pooled Separate Account | Pooled Separate Accounts | — | — | $83K | 1.2% | |
| Vanguard Target Retirement 2070 Inv Mutual Fund | Mutual Funds | — | — | $74K | 1.1% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $62K | 0.9% | |
| AXA Guaranteed Interest Account Guaranteed Interest Contract | Other securities | — | — | $45K | 0.7% | |
| AXA AGGRESSIVE ALLOCATION Pooled Separate Account | Pooled Separate Accounts | — | — | $37K | 0.5% | |
| Vanguard Target Ret income Mutual Fund | Mutual Funds | — | — | $26K | 0.4% | |
| TARGET 2035 ALLOCATION Pooled Separate Account | Pooled Separate Accounts | — | — | $20K | 0.3% | |
| AXA Moderate-Plus Allocation Pooled Separate Account | Pooled Separate Accounts | — | — | $12K | 0.2% | |
| EQ/CALVERT SOCIALLY RESP Pooled Separate Account | Pooled Separate Accounts | — | — | $10K | 0.1% | |
| EQ/INVESCO GLOBAL REAL ESTATE Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| EQ/LARGE CAP GROWTH INDEX Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| EQ/MFS INTERNATIONAL VALUE Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| AXA/HORIZON SMALL CAP VALUE Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| MULTIMANAGER AGGRESSIVE EQUITY Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| EQ/Wellington Energy Pooled Separate Account ** 461 * EQ/Morgan Stanely Small Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| AXA Moderate Allocation Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| INVESCO V.I. SMALL CAP EQUITY Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| EQ/GAMCO SMALL COMPANY VALUE Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| AXA Moderate Growth Strategy Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| AXA SMARTBETA EQUITY Pooled Separate Account ** 456 * AXA/AB GROWTH Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| EQ/SMALL COMPANY INDEX Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| EQ/MFS UTILITIES SERIES 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.
