Heather Stewart signed Doctors Without Borders USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Doctors Without Borders USA, Inc.'s EIN is 13-3433452.
Download the official 2024 Form 5500 (PDF) for Doctors Without Borders USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Doctors Without Borders USA, 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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $144K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fund Investor Shares Mutual Funds T. Rowe T. Rowe Price Retirement 2040 N/R | Other securities | — | — | $8.7M | 13.4% | |
| Fund I Class Vanguard 500 Index Fund Admiral N/R | Common Collective Trusts | — | — | $8.3M | 12.8% | |
| Shares T. Rowe T. Rowe Price Retirement 2050 N/R | Other securities | — | — | $7.8M | 12.0% | |
| Fund I Class Parnassus Core Equity Fund - N/R | Other securities | — | — | $6.8M | 10.5% | |
| Institutional Shares T. Rowe T. Rowe Price Retirement 2030 N/R | Other securities | — | — | $5.3M | 8.1% | |
| Fund I Class Brown Advisory Sustainable Growth N/R | Other securities | — | — | $2.8M | 4.4% | |
| Fund Advisor Shares T. Rowe T. Rowe Price Retirement 2060 N/R | Other securities | — | — | $2.3M | 3.6% | |
| Fund I Class All Spring Allspring Special Mid Cap Value N/R | Other securities | — | — | $2.3M | 3.5% | |
| Fund - Class R6 TIAA-CREF Social Choice Equity N/R | Mutual Funds | — | — | $2.1M | 3.2% | |
| Fund Institutional Class Vanguard Wellington Fund Admiral N/R | Mutual Funds | — | — | $1.8M | 2.8% | |
| Shares Calvert Balanced Fund Class I N/R | Other securities | — | — | $1.6M | 2.5% | |
| Northern Global Sustainability Index N/R | Other securities | — | — | $1.3M | 2.0% | |
| Fund Class I T. Rowe T. Rowe Price Retirement I 2020 N/R | Other securities | — | — | $1.1M | 1.7% | |
| Fund I Class T. Rowe T. Rowe Price Retirement I 2045 N/R | Other securities | — | — | $1.1M | 1.7% | |
| Money Market Fund Vanguard Federal Money Market N/R | Mutual Funds | — | — | $1.0M | 1.6% | |
| Fund I Class PIMCO Total Return ESG Fund N/R | Mutual Funds | — | — | $1.0M | 1.6% | |
| Calvert US Mid Cap N/R | Other securities | — | — | $1.0M | 1.5% | |
| Core Responsible Index Fund Class R6 Impax International Sustainable N/R | Common Collective Trusts | — | — | $907K | 1.4% | |
| Economy Fund Institutional Class T. Rowe T. Rowe Price Retirement I 2035 N/R | Other securities | — | — | $895K | 1.4% | |
| Fund I Class MFS Value Fund Class R6 N/R | Mutual Funds | — | — | $784K | 1.2% | |
| T. Rowe T. Rowe Price Retirement 2055 N/R | Other securities | — | — | $749K | 1.2% | |
| Fund I Class American Funds American Century Small Cap Value N/R | Mutual Funds | — | — | $660K | 1.0% | |
| Fund R6 Class Vanguard Inflation-Protected N/R | Mutual Funds | — | — | $584K | 0.9% | |
| Securities Fund Admiral Shares American Funds American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $566K | 0.9% | |
| Fund Class R-6 Nuveen Real Estate Securities Fund N/R | Mutual Funds | — | — | $417K | 0.6% | |
| Class I TCW Total Return Bond Fund Class N/R | Other securities | — | — | $356K | 0.5% | |
| I Calvert Ultra-Short Duration Income N/R | Other securities | — | — | $329K | 0.5% | |
| Participant Loans Interest rates: 5.25% - 10.50% | Bonds / Notes | — | — | $209K | 0.3% | |
| Fund Class A T. Rowe T. Rowe Price Retirement Balanced N/R | Other securities | — | — | $202K | 0.3% | |
| Fund I Class T. Rowe T. Rowe Price Retirement 2025 N/R | Other securities | — | — | $181K | 0.3% | |
| Fund I Class T. Rowe T. Rowe Price Retirement 2010 N/R | Other securities | — | — | $136K | 0.2% | |
| Fund I Class T. Rowe T. Rowe Price Retirement 2015 N/R | Other securities | — | — | $51K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
