Parkinson Foundation, Inc.'s EIN is 13-1866796.
Download the official 2023 Form 5500 (PDF) for Parkinson Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Parkinson Foundation, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 59-3047790 | ALTAMONTE SPRINGS, FL | INVESTMENT ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIREMENT 2045 | Mutual Funds | — | — | $1.3M | 12.0% | |
| Vanguard TARGET RETIREMENT 2055 | Mutual Funds | — | — | $1.1M | 10.1% | |
| Vanguard TARGET RETIREMENT 2035 | Mutual Funds | — | — | $849K | 7.7% | |
| Vanguard TARGET RETIREMENT 2050 | Mutual Funds | — | — | $776K | 7.1% | |
| Vanguard TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $734K | 6.7% | |
| Fidelity Investments FIDELITY ADVISOR EQ GWTH FD Z | Mutual Funds | — | — | $614K | 5.6% | |
| Vanguard TARGET RETIREMENT 2040 | Mutual Funds | — | — | $555K | 5.1% | |
| INVESCO STABLE VALUE FUND INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $549K | 5.0% | |
| Vanguard SMALL CAP INDEX ADM | Mutual Funds | — | — | $518K | 4.7% | |
| Vanguard TOTAL STOCK MKT IDX ADM | Common Collective Trusts | — | — | $471K | 4.3% | |
| Vanguard EQUITY-INCOME ADM | Mutual Funds | — | — | $421K | 3.8% | |
| Vanguard TARGET RETIREMENT 2030 | Mutual Funds | — | — | $349K | 3.2% | |
| JP Morgan JPMORGAN MID CAP GROWTH R6 | Other securities | — | — | $311K | 2.8% | |
| Wells Fargo WELLS FARGO ADVANTAGE SPEC MD | Other securities | — | — | $287K | 2.6% | |
| American FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $269K | 2.4% | |
| Vanguard TARGET RETIREMENT 2060 | Mutual Funds | — | — | $225K | 2.1% | |
| Invesco INTERNATIONAL SMALL-MID COMPANY FUND | Mutual Funds | — | — | $224K | 2.0% | |
| Pimco INCOME INSTL | Mutual Funds | — | — | $192K | 1.7% | |
| Vanguard PRIME MONEY MARKET | Mutual Funds | — | — | $187K | 1.7% | |
| Cohen & Steers COHEN & STEERS INSTL REALTY SHARES | Other securities | — | — | $182K | 1.7% | |
| Dodge & Cox DODGE & COX GLOBAL BOND | Mutual Funds | — | — | $167K | 1.5% | |
| Dodge & Cox DODGE & COX INCOME | Mutual Funds | — | — | $165K | 1.5% | |
| Vanguard MATERIALS INDEX ADM | Mutual Funds | — | — | $125K | 1.1% | |
| Participant Loans 4.25% to 9.50% - | Bonds / Notes | — | — | $83K | 0.8% | |
| First Eagle FIRST EAGLE GLOBAL I | Other securities | — | — | $77K | 0.7% | |
| Vanguard TARGET RETIREMENT 2065 | Mutual Funds | — | — | $71K | 0.6% | |
| American FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $45K | 0.4% | |
| Vanguard TARGET RETIREMENT 2020 | Mutual Funds | — | — | $33K | 0.3% | |
| Vanguard TARGET RETIREMENT INCOME INV | Mutual Funds | — | — | $19K | 0.2% | |
| Fidelity Investments FIDELITY ADV SMALL CAP VALUE Z | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Investments FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND CLASS Z | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
