Jacqueline Bartley signed Greenwich House, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greenwich House, Inc.'s EIN is 13-5562204.
Download the official 2024 Form 5500 (PDF) for Greenwich House, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greenwich House, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Adv Sm Cap Val M Fund | Mutual Funds | — | — | $1.4M | 21.5% | |
| Am Fds 2040 Trgt Dte Rtm R3 Fd | Other securities | — | — | $913K | 14.1% | |
| Principal Core Plus Bond R3 Fd | Other securities | — | — | $819K | 12.6% | |
| Am Fds 2055 Trgt Dte Rtm R3 Fd | Other securities | — | — | $511K | 7.9% | |
| Am Fds 2065 Trgt Dte Rtm R3 Fd | Other securities | — | — | $358K | 5.5% | |
| Am Fds 2050 Trgt Dte Rtm R3 Fd | Other securities | — | — | $345K | 5.3% | |
| Principal Div Intl R3 Fund | Other securities | — | — | $294K | 4.5% | |
| Am Fds 2060 Trgt Dte Rtm R3 Fd | Other securities | — | — | $289K | 4.4% | |
| BlackRock Md-Cp Gr Eq Port R | Other securities | — | — | $247K | 3.8% | |
| Am Fds 2045 Trgt Dte Rtm R3 Fd | Other securities | — | — | $219K | 3.4% | |
| Am Fds 2035 Trgt Dte Rtm R3 Fd | Other securities | — | — | $119K | 1.8% | |
| Fidelity Adv Growth Opp M Fund | Mutual Funds | — | — | $117K | 1.8% | |
| Prin SmCap S&P 600 Idx R3 Fund | Common Collective Trusts | — | — | $98K | 1.5% | |
| Prin Fixed Income non 401(a) | Other securities | — | — | $97K | 1.5% | |
| Prin LgCap S&P 500 Idx R3 Fund | Common Collective Trusts | — | — | $97K | 1.5% | |
| Am Fds 2015 Trgt Dte Rtm R3 Fd | Other securities | — | — | $89K | 1.4% | |
| Prin SmallCap Growth I R3 Fund | Other securities | — | — | $80K | 1.2% | |
| Am Fds 2030 Trgt Dte Rtm R3 Fd | Other securities | — | — | $64K | 1.0% | |
| Prin Real Estate Secs R3 Fund | Other securities | — | — | $59K | 0.9% | |
| Prin Equity Income R3 Fund | Other securities | — | — | $50K | 0.8% | |
| Am Fds 2025 Trgt Dte Rtm R3 Fd | Other securities | — | — | $47K | 0.7% | |
| Participant Loans | Participant loans | — | — | $15K | 0.2% | |
| Prin MidCap S&P 400 Idx R3 Fd | Common Collective Trusts | — | — | $15K | 0.2% | |
| Prin MidCap Value I R3 Fund | Other securities | — | — | $13K | 0.2% | |
| Am Fds 2010 Trgt Dte Rtm R3 Fd | Other securities | — | — | $10K | 0.2% | |
| Am Fds 2020 Trgt Dte Rtm R3 Fd | Other securities | — | — | $10K | 0.1% | |
| MFS Aggr Growth Alloc R2 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| MFS Growth Alloc R2 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| MFS Total Return R2 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| MFS Conserv Alloc R2 Fd | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity ADV Hi Inc Advtg Fund | 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.
