Patricia Beene signed Intrepid Museum Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intrepid Museum Foundation's EIN is 13-3062419.
Download the official 2024 Form 5500 (PDF) for Intrepid Museum Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intrepid Museum Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES AMERICAN CENTURY GROWTH - R6 | Mutual Funds | — | $27K | $1.6M | 13.1% | |
| FIDELITY FREEDOM INDEX 2035 PREMIER | Mutual Funds | — | $59K | $1.4M | 11.0% | |
| FIDELITY FREEDOM INDEX 2040 PREMIER | Mutual Funds | — | $46K | $1.1M | 9.0% | |
| FIDELITY FREEDOM INDEX 2050 PREMIER | Mutual Funds | — | $40K | $1.0M | 8.2% | |
| FIDELITY FREEDOM INDEX 2045 PREMIER | Mutual Funds | — | $39K | $1.0M | 8.2% | |
| FIDELITY TOTAL MARKET INDEX | Common Collective Trusts | — | $5K | $804K | 6.5% | |
| FIDELITY FREEDOM INDEX 2030 PREMIER | Mutual Funds | — | $39K | $790K | 6.3% | |
| MFS VALUE - R6 | Mutual Funds | — | $14K | $677K | 5.4% | |
| AMERICAN CENTURY MID CAP VALUE - R6 | Other securities | — | $28K | $440K | 3.5% | |
| FIDELITY FREEDOM INDEX 2060 PREMIER | Mutual Funds | — | $24K | $430K | 3.4% | |
| LOOMIS SAYLES SMALL CAP GROWTH N | Other securities | — | $13K | $377K | 3.0% | |
| MONEY MARKET FUND FEDERATED HERMES U.S. TREASURY CASH RESERVES | Cash / Money Market | — | $369K | $369K | 3.0% | |
| VICTORY SYCAMORE SMALL COMPANY OPP R6 | Common Stocks | — | $8K | $366K | 2.9% | |
| AMERICAN FUNDS EURO PACIFIC GROWTH CI R6 | Mutual Funds | — | $6K | $335K | 2.7% | |
| FIDELITY FREEDOM INDEX 2055 PREMIER | Mutual Funds | — | $15K | $331K | 2.7% | |
| FIDELITY FREEDOM INDEX INCOME PREMIER | Mutual Funds | — | $20K | $231K | 1.9% | |
| JPMORGAN MID CAP GROWTH - R6 | Other securities | — | $4K | $216K | 1.7% | |
| JPMORGAN CORE BOND - R6 | Other securities | — | $17K | $175K | 1.4% | |
| FIDELITY FREEDOM INDEX 2020 PREMIER | Mutual Funds | — | $8K | $120K | 1.0% | |
| FIDELITY TOTAL INTERNATIONAL INDEX | Mutual Funds | — | $9K | $114K | 0.9% | |
| HARTFORD WORLD BOND R6 | Other securities | — | $11K | $107K | 0.9% | |
| FIDELITY FREEDOM INDEX 2025 PREMIER | Mutual Funds | — | $6K | $104K | 0.8% | |
| 10.50% with maturities through 2029 | Bonds / Notes | — | — | $84K | 0.7% | |
| FIDELITY FREEDOM INDEX 2065 PREMIER | Mutual Funds | — | $5K | $76K | 0.6% | |
| AMERICAN FUNDS SMALLCAP WORLD - R-6 856 | Mutual Funds | — | — | $60K | 0.5% | |
| VANGUARD INFLATION-PROTECTED SECS -ADM | Mutual Funds | — | $3K | $56K | 0.5% | |
| FIDELITY U.S. BOND INDEX | Mutual Funds | — | $3K | $31K | 0.3% | |
| FIDELITY FREEDOM INDEX 2015 PREMIER 72 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
