Matthew Dirado signed New Jersey Education Association's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Jersey Education Association's EIN is 21-0524390.
Download the official 2023 Form 5500 (PDF) for New Jersey Education Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)New Jersey Education Association's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $49K | — |
| T. ROWE PRICE RETIREMENT PLAN SERVI | 52-1481931 | — | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Equity Index 500 Fund | Common Collective Trusts | — | $63K | $9.4M | 13.9% | |
| Harbor Cap Appreciation Inv | Other securities | — | $76K | $8.1M | 12.0% | |
| Retirement 2030 Fund | Other securities | — | $219K | $5.8M | 8.7% | |
| T ROWE PRICE STABLE VALUE COMMON TR T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $4.5M | $4.5M | 6.6% | |
| New Horizons Fund | Other securities | — | $77K | $4.4M | 6.6% | |
| Retirement 2025 Fund | Other securities | — | $244K | $4.2M | 6.3% | |
| Retirement 2035 Fund | Other securities | — | $153K | $3.3M | 4.9% | |
| Retirement 2020 Fund | Other securities | — | $151K | $2.9M | 4.4% | |
| Retirement 2040 Fund | Other securities | — | $91K | $2.8M | 4.2% | |
| Dividend Growth Fund | Other securities | — | $28K | $2.3M | 3.4% | |
| Retirement 2015 Fund | Other securities | — | $167K | $2.2M | 3.2% | |
| Mid Cap Growth | Other securities | — | $19K | $2.1M | 3.1% | |
| John Hancock Discipl Value R4 | Other securities | — | $75K | $1.9M | 2.9% | |
| Retirement 2045 Fund | Other securities | — | $82K | $1.9M | 2.8% | |
| Blackrock Total Return | Other securities | — | $149K | $1.5M | 2.2% | |
| Amer. EuroPacific Growth | Other securities | — | $17K | $1.0M | 1.5% | |
| TRP Communications & Tech Fund | Other securities | — | $7K | $968K | 1.4% | |
| Blue Chip Growth Fund | Other securities | — | $5K | $884K | 1.3% | |
| Capital Appreciation Fund | Other securities | — | $22K | $834K | 1.2% | |
| MFS International Intrinsic Value R4 | Mutual Funds | — | $19K | $799K | 1.2% | |
| TRP Health Sciences | Other securities | — | $8K | $789K | 1.2% | |
| Small Cap Value | Other securities | — | $13K | $761K | 1.1% | |
| Mid Cap Value | Other securities | — | $21K | $749K | 1.1% | |
| Participant loans 3.25% to 8.5% Various | Bonds / Notes | — | — | $571K | 0.8% | |
| Growth Stock Fund | Other securities | — | $5K | $494K | 0.7% | |
| Retirement 2050 Fund | Other securities | — | $23K | $442K | 0.7% | |
| Retirement 2010 Fund | Other securities | — | $21K | $339K | 0.5% | |
| T Rowe Price Retire Bal Inv. | Mutual Funds | — | $24K | $323K | 0.5% | |
| Int'l Discovery | Other securities | — | $5K | $309K | 0.5% | |
| Cohen & Steers Instl Realty | Other securities | — | $4K | $184K | 0.3% | |
| Retirement 2055 Fund | Other securities | — | $8K | $160K | 0.2% | |
| Vanguard Total Bond Index Adm | Mutual Funds | — | $16K | $155K | 0.2% | |
| T Rowe Price Government Money | Mutual Funds | — | $154K | $154K | 0.2% | |
| Retirement 2060 Fund | Other securities | — | $5K | $81K | 0.1% | |
| Self-Directed Brokerage Acc | Self-Directed Brokerage | — | $37K | $37K | <0.1% | |
| Retirement 2005 Fund | Other securities | — | $2K | $28K | <0.1% | |
| TRP New Asia | Other securities | — | $1K | $24K | <0.1% | |
| Latin America Fund 565 | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
