Irene Stewart signed Elwyn New Jersey's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elwyn New Jersey's EIN is 22-1801227.
Download the official 2024 Form 5500 (PDF) for Elwyn New Jersey from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elwyn New Jersey's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILL CREEK CAPITAL ADVISORS, LLC | 41-2212501 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPITAL INC. | 23-2829742 | — | NONE | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Treasury Note/Bond | U.S. Treasuries | — | $1.2M | $1.2M | 8.1% | |
| US Treasury Note/Bond | U.S. Treasuries | — | $1.3M | $1.1M | 7.9% | |
| Vanguard Growth ETF | Mutual Funds | — | $523K | $962K | 6.8% | |
| Vanguard Value ETF | Mutual Funds | — | $595K | $821K | 5.8% | |
| TVA Note | Other securities | — | $536K | $499K | 3.5% | |
| iShares Core MSCI EAFE ETF | Other securities | — | $362K | $404K | 2.8% | |
| Value of Int er est in Register ed Investment Compa nies iShares Core Intl Stock ETF | Other securities | — | $361K | $399K | 2.8% | |
| U.S Gover nment Securities US Treasury Note/Bond | U.S. Treasuries | — | $240K | $244K | 1.7% | |
| Fidelity® Government MMkt | Mutual Funds | — | $210K | $210K | 1.5% | |
| US Treasury Note/Bond | U.S. Treasuries | — | $187K | $185K | 1.3% | |
| Bank Of America Corp | Common Stocks | — | $157K | $166K | 1.2% | |
| American Express Co | Common Stocks | — | $150K | $152K | 1.1% | |
| JPMorgan Chase & Co | Common Stocks | — | $133K | $138K | 1.0% | |
| Freddie Mac Zs4697 | Agency / Mortgage-Backed | — | $130K | $114K | 0.8% | |
| iShares Core Msci Emerging | Other securities | — | $102K | $112K | 0.8% | |
| Wells Fargo & Co Sr Nt | Common Stocks | — | $107K | $110K | 0.8% | |
| General Motors Finl Co | Common Stocks | — | $106K | $108K | 0.8% | |
| Progress Energy Inc | Common Stocks | — | $109K | $104K | 0.7% | |
| Government National Mortgage A Ma0783 | Other securities | — | $111K | $98K | 0.7% | |
| US Treasury Note/Bond | U.S. Treasuries | — | $93K | $94K | 0.7% | |
| Mohawk Industries Inc | Common Stocks | — | $93K | $93K | 0.7% | |
| Verizon Communications | Other securities | — | $92K | $89K | 0.6% | |
| Goldman Sachs Group Inc | Common Stocks | — | $83K | $87K | 0.6% | |
| Csx Corp | Common Stocks | — | $88K | $84K | 0.6% | |
| HCA Inc | Common Stocks | — | $75K | $77K | 0.5% | |
| Charter Comm Opt LLC/Cap | Other securities | — | $70K | $76K | 0.5% | |
| Fannie Mae Ma4656 | Agency / Mortgage-Backed | — | $73K | $73K | 0.5% | |
| Anheuser-Busch Co/Inbev | Common Stocks | — | $76K | $73K | 0.5% | |
| Chubb Corporation | Common Stocks | — | $72K | $72K | 0.5% | |
| Vanguard Small -Cap Gr ETF | Mutual Funds | — | $63K | $68K | 0.5% | |
| Brown & Brown Inc | Common Stocks | — | $64K | $67K | 0.5% | |
| Government National Mortgage A 786266 | Other securities | — | $66K | $66K | 0.5% | |
| Deutsche Telekom Int Fin | Other securities | — | $70K | $65K | 0.5% | |
| Energy East Corp | Common Stocks | — | $69K | $64K | 0.5% | |
| Vanguard Small Cap Value ETF | Mutual Funds | — | $54K | $64K | 0.5% | |
| National Rural Util Coop | Other securities | — | $63K | $64K | 0.4% | |
| Lowe's Cos Inc | Common Stocks | — | $60K | $61K | 0.4% | |
| Citigroup Inc | Common Stocks | — | $58K | $61K | 0.4% | |
| Freddie Mac Sd0232 | Agency / Mortgage-Backed | — | $70K | $59K | 0.4% | |
| Fannie Mae Bw1433 | Agency / Mortgage-Backed | — | $62K | $58K | 0.4% | |
| Morgan Stanley | Other securities | — | $56K | $58K | 0.4% | |
| DTE Energy Co | Common Stocks | — | $56K | $57K | 0.4% | |
| Franklin Resources Inc | Mutual Funds | — | $53K | $57K | 0.4% | |
| Morgan Stanley | Other securities | — | $55K | $55K | 0.4% | |
| Bunge Ltd Finance Corp | Common Stocks | — | $54K | $54K | 0.4% | |
| Pfizer Investment Enter | Other securities | — | $53K | $54K | 0.4% | |
| Sabra Health Care Lp | Other securities | — | $52K | $53K | 0.4% | |
| Fannie Mae Ma3238 | Agency / Mortgage-Backed | — | $59K | $53K | 0.4% | |
| Canadian Pacific Railway | Other securities | — | $54K | $53K | 0.4% | |
| PNC Financial Services | Other securities | — | $51K | $52K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
