Camille Gonzalez signed St. Joseph Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Joseph Center's EIN is 95-3874381.
Download the official 2024 Form 5500 (PDF) for St. Joseph Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Joseph Center's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $17K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $5K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $639 | — |
| TRANSAMERICA FINANCIAL ADVISORS INC | 59-2476008 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2050 FUND - CLASS | Mutual Funds | — | — | $455K | 8.8% | |
| NUVEEN LIFECYCLE INDEX 2045 FUND - CLASS | Mutual Funds | — | — | $344K | 6.7% | |
| NUVEEN LIFECYCLE INDEX 2055 FUND - CLASS | Mutual Funds | — | — | $340K | 6.6% | |
| NUVEEN LIFECYCLE INDEX 2030 FUND - CLASS | Mutual Funds | — | — | $327K | 6.3% | |
| NUVEEN LIFECYCLE INDEX 2060 FUND - CLASS | Mutual Funds | — | — | $241K | 4.7% | |
| VNGRD 500 INDEX FD AS | Common Collective Trusts | — | — | $239K | 4.6% | |
| FED HRMS GOV OBLGTNS PRMR | Other securities | — | — | $206K | 4.0% | |
| NUVEEN LIFECYCLE INDEX 2035 FUND - CL R6 | Mutual Funds | — | — | $178K | 3.4% | |
| NUVEEN LIFECYCLE INDEX 2040 FUND - CLASS | Mutual Funds | — | — | $173K | 3.3% | |
| FID 500 INDX | Mutual Funds | — | — | $160K | 3.1% | |
| NUVEEN LIFECYCLE INDEX 2025 FUND - CLASS | Mutual Funds | — | — | $109K | 2.1% | |
| DODGECOX INTL STK CLASS I | Other securities | — | — | $95K | 1.8% | |
| FID INTL INDX | Mutual Funds | — | — | $95K | 1.8% | |
| JPM EQ INC R5 | Common Stocks | — | — | $94K | 1.8% | |
| GDMNSCS GQGPTNRINTLOPPR R6 | Other securities | — | — | $93K | 1.8% | |
| PARTICIPANT LOANS | Participant loans | — | — | $91K | 1.8% | |
| FID US BD INDX | Mutual Funds | — | — | $91K | 1.8% | |
| NW LOOMIS ALLCAP GR R6 | Other securities | — | — | $88K | 1.7% | |
| AVNTS US LGCAP VAL INST | Other securities | — | — | $84K | 1.6% | |
| LEGGM CLRBRDG LGCAP GR I | Other securities | — | — | $83K | 1.6% | |
| PGIM TTL RTN BD R6 | Other securities | — | — | $82K | 1.6% | |
| JPM LGCAP GR R6 | Other securities | — | — | $77K | 1.5% | |
| VNGRD TTL STMKT INDX FD AS | Other securities | — | — | $77K | 1.5% | |
| AVNTS EMRG MKT EQ INST | Other securities | — | — | $77K | 1.5% | |
| VNGRD MID-CAP IDX FD AS | Common Collective Trusts | — | — | $59K | 1.1% | |
| FIDADV GR OPPR INST | Other securities | — | — | $56K | 1.1% | |
| PIMCO REAL RTN INST | Mutual Funds | — | — | $50K | 1.0% | |
| VNGRD TTL BND MKT LDX ADM | Other securities | — | — | $48K | 0.9% | |
| MFS MDCAP GR R6 | Mutual Funds | — | — | $46K | 0.9% | |
| DIAMOND HILL MDCAP I | Other securities | — | — | $45K | 0.9% | |
| PRNCPL GLBL REALEST R6 | Other securities | — | — | $45K | 0.9% | |
| BLACKROCK HIGH YIELD PORTFOLIO - CLASS K | Other securities | — | — | $41K | 0.8% | |
| LEGAL & GENERAL COMMODITY STRAT FD INSTL | Other securities | — | — | $38K | 0.7% | |
| VNGRD GNMA ADML | Agency / Mortgage-Backed | — | — | $34K | 0.7% | |
| BLKRK TTL RTN K | Other securities | — | — | $31K | 0.6% | |
| ARTISAN INTL VAL INST | Other securities | — | — | $31K | 0.6% | |
| BAIRD COR PLS BD INST | Other securities | — | — | $27K | 0.5% | |
| VNGRD EXPLR ADML | Other securities | — | — | $24K | 0.5% | |
| AVNTS US SMCAP VAL INST | Other securities | — | — | $24K | 0.5% | |
| NW GENEVA SMCAPGR INST SVC | Other securities | — | — | $22K | 0.4% | |
| VNGRD INTL GR ADML | Other securities | — | — | $22K | 0.4% | |
| AB GLBL BD Z | Other securities | — | — | $17K | 0.3% | |
| PIMCO INTL BDUSDLRHDGINST | Mutual Funds | — | — | $16K | 0.3% | |
| VNGRD BAL INDX ADML | Other securities | — | — | $15K | 0.3% | |
| VNGRD WLSLY INC ADML | Common Stocks | — | — | $12K | 0.2% | |
| VNGRD TTL INTLSTKINDX ADML | Other securities | — | — | $12K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2020 FUND - CLASS | Mutual Funds | — | — | $9K | 0.2% | |
| AMFDS NEW WLD R6 | Other securities | — | — | $8K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2065 FUND - CLASS | Mutual Funds | — | — | $6K | 0.1% | |
| VNGRD EQ INC ADML | Common Stocks | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
| TRANSAMERICA FINANCIAL ADVISOR | 59-2476008 | — | NONE | $0 | — |
| TRANSAMERICA FINANCIAL ADVISORS INC | — | CEDAR RAPIDS, IA | NONE | $0 | — |
| TRANSAMERICA FINANCIAL ADVISOR | — | CEDAR RAPIDS, IA | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | — | NONE | $11K | — |
