Sharona Hebroni signed Helen Keller Services for the Blind's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Helen Keller Services for the Blind's EIN is 11-1630807.
Download the official 2023 Form 5500 (PDF) for Helen Keller Services for the Blind from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Helen Keller Services for the Blind'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 |
|---|---|---|---|---|---|
| HELEN KELLER SERVICES | 11-1630807 | — | CONTRACT ADMINISTRATOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds Inc Prin LifeTime 2020 R5 Fund - | Common Stocks | — | — | $4.0M | 14.9% | |
| Principal Funds Inc Prin LifeTime 2025 R5 Fund - | Common Stocks | — | — | $3.9M | 14.7% | |
| Principal Funds Inc Prin LifeTime 2030 R5 Fund - | Common Stocks | — | — | $3.6M | 13.4% | |
| Principal Funds Inc Prin LifeTime 2040 R5 Fund - | Common Stocks | — | — | $2.6M | 9.9% | |
| Principal Funds Inc Prin LgCap S&P 500 Idx R5 Fund - | Common Collective Trusts | — | — | $1.8M | 6.9% | |
| Principal Funds Inc Prin LifeTime 2035 R5 Fund - | Common Stocks | — | — | $1.6M | 6.2% | |
| The American Funds Am Fds Grth Fd of Am R4 Fund - | Mutual Funds | — | — | $1.0M | 3.9% | |
| Principal Funds Inc Prin LifeTime 2050 R5 Fund - | Common Stocks | — | — | $1.0M | 3.9% | |
| Principal Funds Inc Prin LifeTime 2055 R5 Fund - | Common Stocks | — | — | $871K | 3.3% | |
| Fidelity Investments Fidelity Adv Technology A Fund - | Mutual Funds | — | — | $640K | 2.4% | |
| Guaranteed Interest Contract * Principal Life Insurance Company Prin Fixed Income Guaranteed Option - | Common Stocks | — | — | $563K | 2.1% | |
| Principal Funds Inc Prin LifeTime 2045 R5 Fund - | Common Stocks | — | — | $457K | 1.7% | |
| Principal Funds Inc Prin SmCap S&P 600 Idx R5 Fund - | Common Collective Trusts | — | — | $389K | 1.5% | |
| Principal Funds Inc Prin LifeTime Str Inc R5 Fund - | Common Stocks | — | — | $388K | 1.5% | |
| Principal Funds Inc Prin LifeTime 2060 R5 Fund - | Common Stocks | — | — | $311K | 1.2% | |
| Notes Receivable from Participants Interest rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $293K | 1.1% | |
| MFS Investment Management MFS Value R3 Fund - | Mutual Funds | — | — | $272K | 1.0% | |
| American Funds Service Company Am Fds Inv Co of Am R4 Fund - | Mutual Funds | — | — | $228K | 0.9% | |
| Principal Funds Inc Prin MidCap S&P 400 Idx R5 Fd - | Common Collective Trusts | — | — | $227K | 0.9% | |
| Principal Funds Inc Prin LifeTime 2015 R5 Fund - | Common Stocks | — | — | $202K | 0.8% | |
| Fidelity Investments Fidelity Adv Total Bond A Fd - | Mutual Funds | — | — | $177K | 0.7% | |
| Principal Funds Inc Prin Real Estate Secs R5 Fund - | Common Stocks | — | — | $154K | 0.6% | |
| The American Funds Am Fds EuroPacific Grth R4 Fd - | Mutual Funds | — | — | $148K | 0.6% | |
| American Funds Service Company American Fds New World R4 Fund - | Mutual Funds | — | — | $139K | 0.5% | |
| Principal Funds Inc Prin MidCap Growth R5 Fund - | Common Stocks | — | — | $133K | 0.5% | |
| Franklin Templeton Investments Franklin Utilities A1 Fund - | Mutual Funds | — | — | $124K | 0.5% | |
| Franklin Templeton Investments Franklin Small Cap Value A Fd - | Mutual Funds | — | — | $100K | 0.4% | |
| (E) | Other securities | — | — | $94K | 0.4% | |
| Principal Funds Inc Prin LifeTime 2065 R5 Fund - | Common Stocks | — | — | $94K | 0.4% | |
| Principal Funds Inc Prin MidCap Value I R5 Fund - | Common Stocks | — | — | $68K | 0.3% | |
| (E) | Other securities | — | — | $68K | 0.3% | |
| American Funds Service Company AMER FUNDS US GOVT SECS R3 FD - | Mutual Funds | — | — | $61K | 0.2% | |
| PIMCO Funds PIMCO Comm Real Rtrn Str A Fnd - | Mutual Funds | — | — | $61K | 0.2% | |
| Delaware Investments Delaware Corp Bond A Fund - | Common Stocks | — | — | $57K | 0.2% | |
| MFS Investment Management MFS Intl Intrinsic Value R3 Fd - | Mutual Funds | — | — | $43K | 0.2% | |
| Fidelity Investments Fidelity Adv Materials A Fd - | Mutual Funds | — | — | $38K | 0.1% | |
| Wells Fargo Allspring Emerg Mkts Eq In A - | Other securities | — | — | $26K | <0.1% | |
| Principal Funds Inc Prin Spec Pref Secs Cp R5 Fd - | Common Stocks | — | — | $22K | <0.1% | |
| Columbia Funds Columbia Overseas Value A Fd - | Other securities | — | — | $16K | <0.1% | |
| Principal Funds Inc PRIN LIFETIME 2070 R5 FUND - | Common Stocks | — | — | $14K | <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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | OTHER SERVICES | $0 | — |
