Marlene Rotering signed Edgewood Retirement Community, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edgewood Retirement Community, Inc.'s EIN is 04-3195775.
Download the official 2024 Form 5500 (PDF) for Edgewood Retirement Community, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edgewood Retirement Community, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | 42-1445429 | — | BROKER DEALER | $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 | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS AMERICAN FUNDS 2025 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $1.9M | 23.9% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $1.6M | 20.1% | |
| MYCOMPASS AMERICAN FUNDS 2020 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $1.1M | 13.8% | |
| MYCOMPASS AMERICAN FUNDS 2045 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $1.1M | 13.4% | |
| MYCOMPASS AMERICAN FUNDS 2035 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $930K | 11.5% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $455K | 5.6% | |
| MYCOMPASS AMERICAN FUNDS 2050FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $417K | 5.2% | |
| MYCOMPASS AMERICAN FUNDS 2040 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $227K | 2.8% | |
| Nuveen ReaI Estate Securities Fund R6 " ** 468 * Vanguard Windsor II Fund Admiral " ** 708 * DFA Inflation-Protected Securities Portfolio Inst " | Mutual Funds | — | — | $168K | 2.1% | |
| MYCOMPASS AMERICAN FUNDS 2055 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $106K | 1.3% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $94K | 1.2% | |
| Fidelity Sustainability Bond Index Fund Insl Cl " ** 107 * Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $69K | 0.9% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $58K | 0.7% | |
| MYCOMPASS AMERICAN FUNDS 2065 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $29K | 0.4% | |
| PGIM Floating Rate Income Fund Cl R6 " | Bonds / Notes | — | — | $24K | 0.3% | |
| PGIM High Yield Fund R6 " ** 112 * MFS Mid Cap Value Fund R6 " ** 474 * Vanguard International Value Fund " | Mutual Funds | — | — | $24K | 0.3% | |
| Invesco Corporate Bond Fund R6 " ** 109 * Vanguard U.S. Growth Fund Admiral " | Mutual Funds | — | — | $20K | 0.3% | |
| MYCOMPASS AMERICAN FUNDS 2010 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $13K | 0.2% | |
| Voya Government Money Market Fund A Pooled separate account | Pooled Separate Accounts | — | — | $10K | 0.1% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $10K | 0.1% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $9K | 0.1% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $8K | 0.1% | |
| Fidelity Total Market Index Fund " ** 611 * Fidelity Large Cap Growth Index Fund " | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity International Sustainability Index Fund " | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity Advisor Small Cap Value Fund Z " | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Large Cap Value Index Fund " | Common Collective Trusts | — | — | $1K | <0.1% | |
| Fidelity Advisor International Capital Apprec Fund Z " ** 166 * American Century Sustainable Equity Fund " | Mutual Funds | — | — | $1K | <0.1% | |
| MYCOMPASS AMERICAN FUNDS 2015 FUND GREAT GRAY TRUST COMPANY LLC · EIN 38-7271364 / PN 001 | Common Collective Trust | — | — | $111 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
