Stephen Grubb signed The Michael J. Fox Foundation for Parkinson's Research's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Michael J. Fox Foundation for Parkinson's Research's EIN is 13-4141945.
Download the official 2024 Form 5500 (PDF) for The Michael J. Fox Foundation for Parkinson's Research from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Michael J. Fox Foundation for Parkinson's Research's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Funds Fidelity Freedom K 2050 Fund | Mutual Funds | — | — | $6.8M | 18.3% | |
| Fidelity Funds Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.8M | 12.8% | |
| Fidelity Funds Fidelity Freedom K 2055 Fund | Mutual Funds | — | — | $3.4M | 9.1% | |
| Fidelity Funds Fidelity Freedom K 2060 Fund | Mutual Funds | — | — | $3.1M | 8.4% | |
| Fidelity Funds Fidelity Freedom K 2045 Fund | Mutual Funds | — | — | $2.7M | 7.3% | |
| Fidelity Funds Fidelity Freedom K 2035 Fund | Mutual Funds | — | — | $2.0M | 5.4% | |
| JPMorgan JPM Large Cap Growth | Other securities | — | — | $1.8M | 4.8% | |
| Fidelity Funds Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.8M | 4.8% | |
| Fidelity Funds Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 3.8% | |
| Columbia Dividend Income Fund | Other securities | — | — | $1.4M | 3.7% | |
| Fidelity Funds Fidelity Freedom K 2040 Fund | Mutual Funds | — | — | $1.3M | 3.4% | |
| JPMorgan JPM Core Plus Bond R6 | Other securities | — | — | $665K | 1.8% | |
| JPMorgan JPM Equity Income Fund | Other securities | — | — | $659K | 1.8% | |
| Victory Trivalent Victory Trivalent Intl Small-Cap Fund | Other securities | — | — | $607K | 1.6% | |
| Fidelity Funds Fidelity Government Money Market Fund | Mutual Funds | — | — | $601K | 1.6% | |
| Fidelity Funds Fidelity Freedom K 2025 Fund | Mutual Funds | — | — | $592K | 1.6% | |
| Fidelity Funds Fidelity Freedom K 2065 Fund | Mutual Funds | — | — | $530K | 1.4% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund Class L | Other securities | — | — | $514K | 1.4% | |
| BlackRock BLKRK STR Inc OPP K | Common Stocks | — | — | $460K | 1.2% | |
| Fidelity Funds Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $417K | 1.1% | |
| Vanguard Emerging Markets Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $385K | 1.0% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund Class | Other securities | — | — | $307K | 0.8% | |
| Fidelity Funds Fidelity Freedom K 2030 Fund | Mutual Funds | — | — | $306K | 0.8% | |
| Fidelity Funds Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $192K | 0.5% | |
| Fidelity Funds Fidelity International Index | Mutual Funds | — | — | $83K | 0.2% | |
| John Hancock JH Disciplined Value Mid Cap Fund | Other securities | — | — | $44K | 0.1% | |
| Sterling Capital Sterling Capital SmCp Val Instl | Other securities | — | — | $29K | <0.1% | |
| Fidelity Funds Fidelity Freedom Income Fund | Mutual Funds | — | — | $24K | <0.1% | |
| Fidelity Funds Fidelity Freedom K 2020 Fund | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
