JENA Trombly signed Clara Martin Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clara Martin Center's EIN is 03-0220733.
Download the official 2024 Form 5500 (PDF) for Clara Martin Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clara Martin Center's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 26-4310632 | — | INVESTMENT ADVISORY | $5K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
