Siobhan Gilfillan signed P.G. Chambers School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P.G. Chambers School, Inc.'s EIN is 22-1551480.
Download the official 2024 Form 5500 (PDF) for P.G. Chambers School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P.G. Chambers School, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Intl Growth R6 Fund | Mutual Funds | — | — | $3.0M | 14.9% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $2.4M | 11.9% | |
| Nuveen Lifecycl Index 2010 R6 | Mutual Funds | — | — | $2.4M | 11.5% | |
| JanusHenderson Entrprs N | Other securities | — | — | $2.1M | 10.3% | |
| Principal Guaranteed Option | Other securities | — | — | $1.1M | 5.2% | |
| NUVEEN LIFECYCL INDEX 2015 R6 | Mutual Funds | — | — | $1.0M | 5.0% | |
| Prin RE Secs R6 Fund | Other securities | — | — | $1.0M | 4.9% | |
| DFA US Lg Cp Grth Port I Fd | Mutual Funds | — | — | $866K | 4.2% | |
| Fidelity Inf-Pr Bond Index Fd | Mutual Funds | — | — | $844K | 4.1% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $839K | 4.1% | |
| Nuveen Lifecycl Index 2045 R6 | Mutual Funds | — | — | $832K | 4.1% | |
| Nuveen Lifecycl Index 2035 R6 | Mutual Funds | — | — | $786K | 3.8% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $507K | 2.5% | |
| Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | — | $489K | 2.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $484K | 2.4% | |
| Nuveen Lifecycl Indx Ret Inc R | Mutual Funds | — | — | $301K | 1.5% | |
| Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | — | $267K | 1.3% | |
| Nuveen Lifecycl Index 2065 R6 | Mutual Funds | — | — | $196K | 1.0% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $191K | 0.9% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | — | $172K | 0.8% | |
| Dodge & Cox Stock X Fund | Mutual Funds | — | — | $130K | 0.6% | |
| Nuveen Lifecycl Index 2060 R6 | Mutual Funds | — | — | $126K | 0.6% | |
| Nuveen Lifecycl Index 2050 R6 | Mutual Funds | — | — | $101K | 0.5% | |
| Vanguard Int-Tm Bd Idx Adm Fd | Common Collective Trusts | — | — | $88K | 0.4% | |
| Participant Loans | Participant loans | — | — | $88K | 0.4% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | — | $76K | 0.4% | |
| Allspring Spec M Cap Value R6 | Other securities | — | — | $43K | 0.2% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | — | $37K | 0.2% | |
| Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | — | $34K | 0.2% | |
| Nuveen Lifecycl Index 2025 R6 | Mutual Funds | — | — | $16K | <0.1% | |
| Nuveen Lifecycl Index 2020 R6 | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $29K | — |
