Matthew Brescia signed The Center for Discovery, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Center for Discovery, Inc.'s EIN is 14-1395426.
Download the official 2024 Form 5500 (PDF) for The Center for Discovery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Center for Discovery, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $129K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 36-3258176 | — | ADVISOR | $29K | — |
| LONG ISLAND EMPLOYEE BENEFITS GROUP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 Inst | Mutual Funds | — | — | $9.7M | 13.2% | |
| Nuveen Lifecycle Index 2040 Inst | Mutual Funds | — | — | $8.9M | 12.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.1M | 9.6% | |
| Fidelity Lg Cap Gr Idx | Common Collective Trusts | — | — | $6.0M | 8.2% | |
| Nuveen Lifecycle Index 2025 Inst | Mutual Funds | — | — | $4.4M | 6.1% | |
| Nuveen Lifecycle Index 2045 Inst | Mutual Funds | — | — | $4.0M | 5.4% | |
| Nuveen Lifecycle Index 2050 Inst | Mutual Funds | — | — | $3.7M | 5.0% | |
| Nuveen Lifecycle Index 2035 Inst | Mutual Funds | — | — | $3.3M | 4.4% | |
| Nuveen Lifecycle Idx 2055 Instl | Common Collective Trusts | — | — | $3.1M | 4.2% | |
| Group Annuity Contract * Transamerica Financial Life Ins Co TFLIC Guaranteed Inv Option | Common Stocks | — | — | $2.6M | 3.6% | |
| Fidelity Intl Cptl Apprec K6 | Mutual Funds | — | — | $1.9M | 2.7% | |
| Putnam Lg Cap Val R6 | Mutual Funds | — | — | $1.9M | 2.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.7M | 2.3% | |
| Participant Loans Interest ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.7M | 2.3% | |
| Fidelity Multi-Asset Index | Mutual Funds | — | — | $1.4M | 2.0% | |
| Nuveen Lifecycle Idx 2060 Instl | Common Collective Trusts | — | — | $1.4M | 1.9% | |
| Nuveen Lifecycle Idx Rt Inc Inst | Common Collective Trusts | — | — | $1.3M | 1.8% | |
| Prudential PGIM Total Return Bd R6 | Other securities | — | — | $1.3M | 1.7% | |
| Fidelity Inflation-Prot Bd Idx | Common Collective Trusts | — | — | $873K | 1.2% | |
| American Funds American Fds American Hi Inc Tr R6 | Mutual Funds | — | — | $856K | 1.2% | |
| Fidelity Small Cap Gr K6 | Mutual Funds | — | — | $856K | 1.2% | |
| Fidelity Mid Cap Gr Index | Mutual Funds | — | — | $791K | 1.1% | |
| Nuveen Lifecycle Index 2020 Inst | Mutual Funds | — | — | $783K | 1.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $724K | 1.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $671K | 0.9% | |
| Frost Total Return Bd Inst | Other securities | — | — | $653K | 0.9% | |
| Fidelity Intl Index | Mutual Funds | — | — | $514K | 0.7% | |
| Vanguard Small Cap Val Index Adm | Mutual Funds | — | — | $405K | 0.6% | |
| Vanguard Mid Cap Val Index Adm | Mutual Funds | — | — | $321K | 0.4% | |
| Nuveen Lifecycle Index 2015 Inst | Mutual Funds | — | — | $256K | 0.3% | |
| Nuveen Lifecycle Index 2010 Inst | Mutual Funds | — | — | $240K | 0.3% | |
| Vanguard FTSE Social Index Admiral | Mutual Funds | — | — | $229K | 0.3% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $204K | 0.3% | |
| Money Market Fund * State Street State Street Instl US Govt Money Market Premier | Cash / Money Market | — | — | $190K | 0.3% | |
| PIMCO Short-Term Instl | Mutual Funds | — | — | $168K | 0.2% | |
| Vanguard Long Term Inv Grade Adm | Mutual Funds | — | — | $100K | 0.1% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 11-2931438 |
| — |
| CONSULTANT |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
