Robert Robinson signed Saint Michaels College Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint Michaels College Services, LLC's EIN is 03-0179403.
Download the official 2024 Form 5500 (PDF) for Saint Michaels College Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saint Michaels College Services, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $109K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $29K | — |
| MCSOLEY MCCOY & CO | 03-0327374 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $88.8M | 91.4% | |
| GARTMORE MORLEY STABLE VALUE UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.4% |
