Exceptional Childrens Foundation's EIN is 95-1690988.
Download the official 2024 Form 5500 (PDF) for Exceptional Childrens Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exceptional Childrens Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | TORRANCE, CA | CONTRACT ADMIN | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual MM S&P 500 Index R4 | Common Collective Trusts | — | — | $776K | 12.1% | |
| T. Rowe Price T. Rowe Price 2030 R | Other securities | — | — | $684K | 10.7% | |
| Empower General Acct | Other securities | — | — | $670K | 10.4% | |
| Group annuity contract * Empower Guaranteed Investment Contract | Stable Value | — | — | $670K | 10.4% | |
| BlackRock Core Bond Portfolio A | Other securities | — | — | $622K | 9.7% | |
| T. Rowe Price T. Rowe Price 2040 R | Other securities | — | — | $470K | 7.3% | |
| American Century American Century Growth R | Mutual Funds | — | — | $453K | 7.1% | |
| American Funds American Funds Europacific GR R3 | Mutual Funds | — | — | $315K | 4.9% | |
| T. Rowe Price T. Rowe Price 2055 R | Other securities | — | — | $257K | 4.0% | |
| T. Rowe Price T. Rowe Price 2050 R | Other securities | — | — | $250K | 3.9% | |
| T. Rowe Price T. Rowe Price 2045 R | Other securities | — | — | $250K | 3.9% | |
| Principal Equity Income Inst | Other securities | — | — | $241K | 3.8% | |
| T. Rowe Price T. Rowe Price 2025 R | Other securities | — | — | $195K | 3.0% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $184K | 2.9% | |
| Empower International Index Fund Inv 278 * Empower S&P Midcap 400 Index Fund Inv | Common Collective Trusts | — | — | $161K | 2.5% | |
| T. Rowe Price T. Rowe Price 2060 R | Other securities | — | — | $142K | 2.2% | |
| T. Rowe Price T. Rowe Price 2020 R | Other securities | — | — | $110K | 1.7% | |
| T. Rowe Price T. Rowe Price 2035 R | Other securities | — | — | $110K | 1.7% | |
| Participant Loans 4.25-9.5 | Participant loans | — | — | $105K | 1.6% | |
| Empower S&P Smcap 600 Index Fund Inv | Common Collective Trusts | — | — | $79K | 1.2% | |
| John Hancock John Hancock Disciplined Value Mid Cap I | Other securities | — | — | $63K | 1.0% | |
| Franklin Templeton Franklin Small Cap Value Fund A | Mutual Funds | — | — | $61K | 1.0% | |
| T. Rowe Price T. Rowe Price 2010 R | Other securities | — | — | $56K | 0.9% | |
| MassMutual High Yield A | Other securities | — | — | $51K | 0.8% | |
| MassMutual Mid Cap Growth A | Other securities | — | — | $48K | 0.7% | |
| MFS Total Return A | Mutual Funds | — | — | $45K | 0.7% | |
| Empower Bond Index Fund Inv | Common Collective Trusts | — | — | $17K | 0.3% |
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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 20-3247391 | OVERLAND PARK, KS | SHAREHOLDER SERVICES PRO | $24K | — |
