VU TRAN signed ANTI-Defamation League's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ANTI-Defamation League's EIN is 13-1818723.
Download the official 2024 Form 5500 (PDF) for ANTI-Defamation League from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ANTI-Defamation League's plan includes a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Funds T. Rowe Price Rtmt 2040 I Fund | Other securities | — | — | $11.1M | 19.0% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2030 I Fund | Other securities | — | — | $9.8M | 16.8% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2050 I Fund | Other securities | — | — | $8.1M | 13.8% | |
| Vanguard Group Vanguard Total Stock Market Index Adm Fund | Common Collective Trusts | — | — | $6.6M | 11.2% | |
| JP Morgan Funds JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $4.1M | 7.0% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2060 I Fund | Other securities | — | — | $3.2M | 5.5% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $2.3M | 4.0% | |
| Vanguard Group Vanguard Ext Market Index Adm Fund | Mutual Funds | — | — | $2.1M | 3.6% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2020 I Fund | Other securities | — | — | $2.0M | 3.4% | |
| Vanguard Group Vanguard Total Bond Market Index Adm Fund | Mutual Funds | — | — | $1.6M | 2.8% | |
| Blackrock Equity Dividend I Fund | Other securities | — | — | $925K | 1.6% | |
| Vanguard Group Vanguard Total Intl Stock Index Adm Fund | Mutual Funds | — | — | $618K | 1.1% | |
| John Hancock Advisors LLC John Hancock Disciplined Value MidCap R6 Fund | Other securities | — | — | $608K | 1.0% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2010 I Fund | Other securities | — | — | $531K | 0.9% | |
| Principal Funds Inc. Principal Diversified Real Asset Instl Fund | Common Stocks | — | — | $519K | 0.9% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2045 I Fund | Other securities | — | — | $460K | 0.8% | |
| Principal Funds Inc. Principal Core Fixed Income Instl Fund | Common Stocks | — | — | $391K | 0.7% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2055 I Fund | Other securities | — | — | $382K | 0.7% | |
| The American Funds Europacific Growth Fund | Mutual Funds | — | — | $379K | 0.6% | |
| Participant loans Notes receivable from plan participants with interest rates of 5.25% to 10.25% that mature through 2033 | Bonds / Notes | — | — | $346K | 0.6% | |
| The American Funds New Perspective Fund | Mutual Funds | — | — | $335K | 0.6% | |
| Pioneer Strategic Income Y Fund | Other securities | — | — | $298K | 0.5% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2035 I Fund | Other securities | — | — | $293K | 0.5% | |
| Vanguard Group Vanguard Total World Stock Index Adm Fund | Mutual Funds | — | — | $170K | 0.3% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2025 I Fund | Other securities | — | — | $129K | 0.2% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2065 I Fund | Other securities | — | — | $86K | 0.1% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $86K | 0.1% | |
| Invesco International Bond Fund | Mutual Funds | — | — | $57K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | $57K | $38K | <0.1% | |
| T. Rowe Price Funds T. Rowe Price Rtmt Bal I Fund | Other securities | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
