Partnership With Children, Inc.'s EIN is 13-5596751.
Download the official 2024 Form 5500 (PDF) for Partnership With Children, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Partnership With Children, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT LLC | — | NEW YORK, NY | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS American Funds American Balanced Fund Class R-6 | Mutual Funds | — | $24K | $820K | 17.4% | |
| Vanguard Target Retirement 2045 Fund Investor Shares | Mutual Funds | — | $27K | $796K | 16.9% | |
| Vanguard Target Retirement 2050 Fund Investor Shares | Mutual Funds | — | $9K | $430K | 9.1% | |
| Vanguard Target Retirement 2040 Fund Investor Shares | Mutual Funds | — | $8K | $367K | 7.8% | |
| Vanguard Target Retirement 2060 Fund Investor Shares | Mutual Funds | — | $7K | $334K | 7.1% | |
| Vanguard Target Retirement 2035 Fund Investor Shares | Mutual Funds | — | $14K | $329K | 7.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | $1K | $255K | 5.4% | |
| Vanguard Target Retirement 2055 Fund Investor Shares | Mutual Funds | — | $4K | $242K | 5.1% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | $3K | $198K | 4.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | $1K | $150K | 3.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $4K | $146K | 3.1% | |
| Fidelity Total Bond | Mutual Funds | — | $12K | $112K | 2.4% | |
| 9.50% with maturities through 2029 | Bonds / Notes | — | — | $70K | 1.5% | |
| Vanguard Target Retirement 2020 Fund Investor Shares | Mutual Funds | — | $2K | $61K | 1.3% | |
| MetLife GAC 25554 CL J | Other securities | — | $2K | $48K | 1.0% | |
| Vanguard International Growth Fund Admiral Shares 450 | Mutual Funds | — | — | $46K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Investor Shares | Mutual Funds | — | $1K | $41K | 0.9% | |
| American Funds New Perspective Fund Class R-6 509 | Mutual Funds | — | — | $32K | 0.7% | |
| American Funds Growth and Income Portfolio Class R-6 | Mutual Funds | — | $1K | $27K | 0.6% | |
| Nuveen Large-Cap Growth Index Fund Institutional Class 389 | Common Collective Trusts | — | — | $26K | 0.6% | |
| T. Rowe Price Dividend Growth Fund I Class 316 | Other securities | — | — | $24K | 0.5% | |
| Vanguard Target Retirement 2030 Fund Investor Shares 484 | Mutual Funds | — | — | $18K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | $1K | $17K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Investor Shares 510 | Mutual Funds | — | — | $14K | 0.3% | |
| Fidelity Inflation-Prot Bd Index | Mutual Funds | — | $2K | $14K | 0.3% | |
| Parnassus Core Equity Fund - Institutional Shares 183 | Other securities | — | — | $11K | 0.2% | |
| Fidelity International Index 227 | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Investor Shares 442 | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares 220 | Common Collective Trusts | — | — | $8K | 0.2% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares 771 | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares 743 | Common Collective Trusts | — | — | $8K | 0.2% | |
| Vanguard Value Index Fund Admiral Shares 84 | Common Collective Trusts | — | — | $6K | 0.1% | |
| DFA U.S. Sustainability Core 1 Portfolio 110 | Mutual Funds | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
