Elizabeth Rossi signed Miriam Osborn Memorial Home Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miriam Osborn Memorial Home Association's EIN is 13-5562312.
Download the official 2024 Form 5500 (PDF) for Miriam Osborn Memorial Home Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miriam Osborn Memorial Home Association's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $99K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retrmnt I 2030 I | Other securities | — | — | $5.7M | 14.8% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2025 I | Other securities | — | — | $5.6M | 14.5% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2035 I | Other securities | — | — | $5.6M | 14.3% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2040 I | Other securities | — | — | $2.6M | 6.6% | |
| Group Fixed Annuity Contracts Lincoln Financial Group Lincoln Stable Value Account | Stable Value | — | — | $2.3M | 5.8% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $2.2M | 5.6% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2045 I | Other securities | — | — | $2.0M | 5.3% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2020 I | Other securities | — | — | $1.8M | 4.7% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2050 I | Other securities | — | — | $1.7M | 4.3% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2055 I | Other securities | — | — | $1.2M | 3.1% | |
| dates through December 2049 | Other securities | — | — | $1.2M | 3.0% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $1.1M | 2.7% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2015 I | Other securities | — | — | $1.0M | 2.7% | |
| Transamerica Financial Life Ins Co TFLIC Guaranteed Inv Option | Common Stocks | — | — | $718K | 1.8% | |
| Vanguard Extended Market Index Adm | Mutual Funds | — | — | $686K | 1.8% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $661K | 1.7% | |
| Vanguard Explorer Val Inv | Mutual Funds | — | — | $599K | 1.5% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2060 I | Other securities | — | — | $564K | 1.5% | |
| Eaton Vance Eaton Vance Atlanta cpital SMd-cp R6 | Other securities | — | — | $462K | 1.2% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $420K | 1.1% | |
| Money Market Fund * State Street Instl U.S. Gov't Money Market Premier 239 Mutual Funds American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $397K | 1.0% | |
| MFS Val R6 | Mutual Funds | — | — | $388K | 1.0% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $354K | 0.9% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $268K | 0.7% | |
| Loomis Sayles Loomis Sayles Core Plus Bd N | Other securities | — | — | $209K | 0.5% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2005 I | Other securities | — | — | $144K | 0.4% | |
| T. Rowe Price T. Rowe Price Retrmnt I 2010 I | Other securities | — | — | $85K | 0.2% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $51K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
