James DOWD signed Preble Street's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Preble Street's EIN is 01-0418917.
Download the official 2023 Form 5500 (PDF) for Preble Street from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Preble Street's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS | — | AKRON, OH | INVESTMENT ADVISER | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2025 Target Date Retire R6 | Mutual Funds | — | — | $573K | 12.3% | |
| American Funds American Funds 2055 Target Date Retire R6 | Mutual Funds | — | — | $505K | 10.8% | |
| American Funds American Funds 2040 Target Date Retire R6 | Mutual Funds | — | — | $468K | 10.0% | |
| American Funds American Funds 2050 Target Date Retire R6 | Mutual Funds | — | — | $460K | 9.8% | |
| American Funds American Funds 2045 Target Date Retire R6 | Mutual Funds | — | — | $447K | 9.6% | |
| American Funds American Funds 2030 Target Date Retire R6 | Mutual Funds | — | — | $399K | 8.5% | |
| American Funds American Funds 2060 Target Date Retire R6 | Mutual Funds | — | — | $297K | 6.4% | |
| American Funds American Funds 2035 Target Date Retire R6 | Mutual Funds | — | — | $291K | 6.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $281K | 6.0% | |
| American Funds American Funds 2020 Target Date Retire R6 | Mutual Funds | — | — | $204K | 4.4% | |
| American Funds American Funds 2015 Target Date Retire R6 | Mutual Funds | — | — | $150K | 3.2% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $131K | 2.8% | |
| Vanguard Equity - Income Admiral | Mutual Funds | — | — | $120K | 2.6% | |
| Lincoln Financial Group LVIP Macquarie Social Awareness | Common Stocks | — | — | $72K | 1.6% | |
| Vanguard Developed Markets Index Admiral 515 Janus Henderson Triton N 267 Vanguard Small Cap Index Adm | Mutual Funds | — | — | $60K | 1.3% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $58K | 1.2% | |
| Lincoln Financial Group LVIP Dimensional US Core Equity 1 | Mutual Funds | — | — | $56K | 1.2% | |
| Participant loans (10.5%) 0 | Bonds / Notes | — | — | $27K | 0.6% | |
| American Funds American Funds Washington Mutual R6 873 American Funds American Funds Inflation Linked BD R6 96 Fidelity Contrafund | Mutual Funds | — | — | $21K | 0.4% | |
| Lincoln Financial Group LVIP T Rowe Price Structured Mid-Cap Growth | Mutual Funds | — | — | $17K | 0.4% | |
| American Funds American Funds Europacific GR R6 | Mutual Funds | — | — | $11K | 0.2% | |
| Lincoln Financial Group LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $8K | 0.2% | |
| Vanguard Total International Bond Index - Admiral 652 Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $6K | 0.1% | |
| Lincoln Financial Group LVIP Macquarie Mid Cap Value Fund | Common Stocks | — | — | $5K | 0.1% | |
| Great West Guaranteed Interest Fund | Other securities | — | — | $4K | <0.1% | |
| Vanguard Total Bond Market Index - Admiral | Mutual Funds | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| DOWNEAST PENSION SERVICES | — | NEW GLOUCESTER, ME | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN - APS | 35-1140070 | — | SERVICE PROVIDER | $100 | — |
