Terri Tulowiecki signed Elmcrest Children's Center, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elmcrest Children's Center, Inc.'s EIN is 15-0539090.
Download the official 2023 Form 5500 (PDF) for Elmcrest Children's Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Elmcrest Children's Center, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE GROUP RETIREMENT ADVISORS | — | SYRACUSE, NY | INVESTMENT ADVISOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PGIM Global Total Return Fund Mutual fund - 47 shares ** 241 PGIM High Yield Fund Mutual fund - 26 shares ** 120 PGIM Total Return Bond Fund Mutual fund - 163,231 shares | Other securities | — | — | $1.9M | 20.4% | |
| Fidelity 500 Index Fund Mutual fund - 9,461 shares | Common Collective Trusts | — | — | $1.8M | 19.0% | |
| American Funds EuroPacific Growth Fund Mutual fund - 15,149 shares | Mutual Funds | — | — | $867K | 9.1% | |
| Fidelity Small Cap Index Fund Mutual fund - 26,821 shares | Common Collective Trusts | — | — | $683K | 7.2% | |
| JPMorgan Equity Income Fund Mutual fund - 27,902 shares | Other securities | — | — | $669K | 7.1% | |
| T. Rowe Price Retirement 2050 Fund Mutual fund - 29,569 shares | Other securities | — | — | $550K | 5.8% | |
| T. Rowe Price Retirement 2045 Fund Mutual fund - 20,874 shares | Other securities | — | — | $457K | 4.8% | |
| American Funds New World Fund Mutual fund - 5,597 shares | Mutual Funds | — | — | $449K | 4.7% | |
| Allspring Special Small Cap Value Fund Mutual fund - 9,018 shares | Other securities | — | — | $377K | 4.0% | |
| STABLE VALUE COMMON TRUST T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $236K | 2.5% | |
| T. Rowe Price Retirement 2060 Fund Mutual fund - 14,505 shares | Other securities | — | — | $236K | 2.5% | |
| T. Rowe Price Retirement 2005 Fund Mutual fund - 19,046 shares | Other securities | — | — | $230K | 2.4% | |
| T. Rowe Price Retirement 2055 Fund Mutual fund - 8,177 shares | Other securities | — | — | $160K | 1.7% | |
| T. Rowe Price Retirement 2040 Fund Mutual fund - 4,534 shares | Other securities | — | — | $137K | 1.4% | |
| T. Rowe Price Retirement 2020 Fund Mutual fund - 6,809 shares | Other securities | — | — | $128K | 1.3% | |
| JPMorgan Large Cap Growth Fund Mutual fund - 999 shares | Other securities | — | — | $78K | 0.8% | |
| T. Rowe Price Retirement 2035 Fund Mutual fund - 2,537 shares | Other securities | — | — | $53K | 0.6% | |
| T. Rowe Price Retirement 2025 Fund Mutual fund - 3,009 shares | Other securities | — | — | $50K | 0.5% | |
| AdvisorTrust, Inc. Money market deposit account | Cash / Money Market | — | — | $35K | 0.4% | |
| American Funds New Perspective Fund Mutual fund - 355 shares | Mutual Funds | — | — | $22K | 0.2% | |
| T. Rowe Price Retirement 2030 Fund Mutual fund - 645 shares | Other securities | — | — | $17K | 0.2% | |
| Carillon Eagle Mid Cap Growth Fund Mutual fund - 130 shares | Other securities | — | — | $10K | 0.1% | |
| PIMCO Income Fund Mutual fund - 949 shares | Mutual Funds | — | — | $10K | 0.1% | |
| American Century Mid Cap Value Fund Mutual fund - 628 shares | Other securities | — | — | $10K | 0.1% | |
| Fidelity Mid Cap Index Fund Mutual fund - 285 shares | Common Collective Trusts | — | — | $9K | <0.1% | |
| JPMorgan Small Cap Growth Fund Mutual fund - 245 shares | Other securities | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund Mutual fund - 176 shares | Other securities | — | — | $2K | <0.1% | |
| American Funds American Balanced Fund Mutual fund - 55 shares | Mutual Funds | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund Mutual fund - 130 shares | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
