Celeste Oakes signed RACE Forward's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RACE Forward's EIN is 94-2759879.
Download the official 2024 Form 5500 (PDF) for RACE Forward from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RACE Forward's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Matrix American Funds 2050 Target Date Retire R6 | Mutual Funds | — | — | $1.8M | 28.1% | |
| Matrix American Funds 2040 Target Date Retire R6 | Mutual Funds | — | — | $1.8M | 27.3% | |
| Matrix State Street Institutional Small-Cap Equity Fund - Investment Class | Other securities | — | — | $1.1M | 16.8% | |
| Similar Party Description of Investment Current Value * Matrix American Century Small Cap Growth R6 | Other securities | — | — | $485K | 7.5% | |
| Matrix American Funds 2010 Target Date Retire R6 | Mutual Funds | — | — | $342K | 5.3% | |
| Matrix American Funds 2055 Target Date Retire R6 | Mutual Funds | — | — | $219K | 3.4% | |
| Matrix American Funds 2030 Target Date Retire R6 | Mutual Funds | — | — | $219K | 3.4% | |
| Matrix Thrivent Mid Cap Stock Fund - Class S | Other securities | — | — | $128K | 2.0% | |
| Matrix DFA Emerging Markets Social Core | Mutual Funds | — | — | $72K | 1.1% | |
| Matrix American Funds Bond | Mutual Funds | — | — | $52K | 0.8% | |
| Matrix American Funds 2060 Target Date Retire R6 868 * Matrix American Funds 2065 Target Date Retire R6 | Mutual Funds | — | — | $44K | 0.7% | |
| Participant Loans 5.25% - 10.50% | Bonds / Notes | — | — | $37K | 0.6% | |
| Matrix BlackRock International Fund K | Other securities | — | — | $32K | 0.5% | |
| Matrix American Funds Inflation Linked Bond | Mutual Funds | — | — | $27K | 0.4% | |
| Matrix American Funds 2025 Target Date Retire R6 | Mutual Funds | — | — | $22K | 0.3% | |
| Matrix Nuveen Large Cap Growth Index Fund R6 | Common Collective Trusts | — | — | $20K | 0.3% | |
| Matrix PIMCO Real Estate Real Return | Mutual Funds | — | — | $19K | 0.3% | |
| Matrix Natixis Target Retirement 2055 Fund Class N | Other securities | — | — | $17K | 0.3% | |
| Matrix iShares ESG Aware USD Corporate Bond ETF | Other securities | — | — | $14K | 0.2% | |
| Matrix American Funds 2035 Target Date Retire R6 | Mutual Funds | — | — | $12K | 0.2% | |
| CUNA Mutual CMFG Stable Value Account | Stable Value | — | — | $9K | 0.1% | |
| Matrix T. Rowe Price Dividend Growth Fund | Other securities | — | — | $6K | <0.1% | |
| Matrix State Street Hedged International Developed Equity Index Fund - Class K | Common Collective Trusts | — | — | $4K | <0.1% | |
| Matrix American Funds 2045 Target Date Retire R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Matrix iShares ESG Aware MSCI USA ETF | Other securities | — | — | $3K | <0.1% | |
| Matrix Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Matrix Natixis Target Retirement 2045 Fund Class N | Other securities | — | — | $2K | <0.1% | |
| Matrix Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
