Anna DEE signed Old Colony Elder Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Old Colony Elder Services, Inc.'s EIN is 01-0644916.
Download the official 2024 Form 5500 (PDF) for Old Colony Elder Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Old Colony Elder Services, Inc.'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 |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | 16-1503696 | — | NONE | $63K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 I | Other securities | — | — | $1.7M | 15.5% | |
| AB US LARGE CAP GROWTH CIT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.2M | 11.0% | |
| T. Rowe Price Retirement 2030 I | Other securities | — | — | $1.2M | 10.8% | |
| American Funds American Balanced R5 | Mutual Funds | — | — | $1.1M | 10.3% | |
| T. Rowe Price Retirement 2040 I | Other securities | — | — | $992K | 9.0% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | — | $854K | 7.7% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | — | $661K | 6.0% | |
| T. Rowe Price Retirement 2035 I | Other securities | — | — | $569K | 5.1% | |
| IShares S&P 500 Index K | Common Collective Trusts | — | — | $552K | 5.0% | |
| T. Rowe Price Retirement 2020 I | Other securities | — | — | $477K | 4.3% | |
| FEDERATED HERMES CAP PRESERVATION FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $274K | 2.5% | |
| American Funds EuroPacfic R6 | Mutual Funds | — | — | $253K | 2.3% | |
| IShares Russell MD-Cap Index K | Other securities | — | — | $189K | 1.7% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | — | $188K | 1.7% | |
| T. Rowe Price Retirement 2025 I | Other securities | — | — | $163K | 1.5% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $157K | 1.4% | |
| Participant loans | Participant loans | — | — | $148K | 1.3% | |
| IShare US AGGR Bond Index K | Other securities | — | — | $100K | 0.9% | |
| Macquarie Mid Cap Growth I | Other securities | — | — | $90K | 0.8% | |
| DFA Emerging Mkts Core Equity | Mutual Funds | — | — | $74K | 0.7% | |
| Columbia High Yield Bond Inst | Other securities | — | — | $29K | 0.3% | |
| IShares Russell 2000 SC IDC K | Common Collective Trusts | — | — | $11K | <0.1% | |
| T. Rowe Price Retirement 2065 I | Other securities | — | — | $3K | <0.1% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $147 | <0.1% | |
| Guggenheim Macro Opportun I | Other securities | — | — | $45 | <0.1% | |
| Dodge & Cox | Mutual Funds | — | — | $44 | <0.1% | |
| PGIM GLBL Total Return Z | Other securities | — | — | $43 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
