Plan Sponsor signed EDEN Autism Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EDEN Autism Services, Inc.'s EIN is 22-2069597.
Download the official 2024 Form 5500 (PDF) for EDEN Autism Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EDEN Autism Services, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | INVESTMENT ADVISOR | $32K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $295 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fixed Annuity Accounts * TIAA Traditional Non-Benefit Responsive Fixed Annuity Account | Mutual Funds | — | — | $3.3M | 14.7% | |
| T. Rowe Pice Target 2030 I Mutual Fund | Other securities | — | — | $2.7M | 12.0% | |
| T. Rowe Pice Target 2035 I Mutual Fund | Other securities | — | — | $2.0M | 9.2% | |
| T. Rowe Pice Target 2045 I Mutual Fund | Other securities | — | — | $1.7M | 7.6% | |
| CREF Stock R1 Variable Annuity Account | Mutual Funds | — | — | $1.5M | 6.7% | |
| T. Rowe Pice Target 2050 I Mutual Fund | Other securities | — | — | $1.5M | 6.6% | |
| T. Rowe Pice Target 2055 I Mutual Fund | Other securities | — | — | $1.2M | 5.4% | |
| T. Rowe Pice Target 2040 I Mutual Fund | Other securities | — | — | $1.2M | 5.4% | |
| T. Rowe Pice Target 2025 I Mutual Fund | Other securities | — | — | $1.2M | 5.3% | |
| T. Rowe Pice Target 2060 I Mutual Fund | Other securities | — | — | $860K | 3.9% | |
| CREF Growth R1 Variable Annuity Account | Mutual Funds | — | — | $792K | 3.5% | |
| CREF Equity Index R1 Variable Annuity Account | Common Collective Trusts | — | — | $458K | 2.1% | |
| CREF Money Market R1 Variable Annuity Account | Mutual Funds | — | — | $390K | 1.7% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $359K | 1.6% | |
| T. Rowe Pice Target 2020 I Mutual Fund | Other securities | — | — | $277K | 1.2% | |
| ClearBridge Select IS Mutual Fund | Other securities | — | — | $273K | 1.2% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $263K | 1.2% | |
| CREF Global Equities R1 Variable Annuity Account | Mutual Funds | — | — | $255K | 1.1% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $193K | 0.9% | |
| T. Rowe Pice Target 2065 I Mutual Fund | Other securities | — | — | $181K | 0.8% | |
| EI Fixed Account - Series Class II Mutual Fund | Other securities | — | — | $159K | 0.7% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $129K | 0.6% | |
| iShares U.S. Aggregate Bond Index K Mutual Fund | Other securities | — | — | $121K | 0.5% | |
| Invesco Core Bond R6 Mutual Fund | Mutual Funds | — | — | $102K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $101K | 0.5% | |
| CREF Social Choice R1 Variable Annuity Account | Mutual Funds | — | — | $96K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $75K | 0.3% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $73K | 0.3% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $71K | 0.3% | |
| Putnam Global Technology R6 Mutual Fund | Mutual Funds | — | — | $67K | 0.3% | |
| DFA US Targeted Value I Mutual Fund | Mutual Funds | — | — | $66K | 0.3% | |
| PGIM Jennison Small Company R6 Mutual Fund ** 426 * American Century Mid Cap Value R6 Mutual Fund | Common Stocks | — | — | $60K | 0.3% | |
| DFA Emerging Markets I Mutual Fund | Mutual Funds | — | — | $49K | 0.2% | |
| CREF Core Bond R1 Variable Annuity Account | Mutual Funds | — | — | $46K | 0.2% | |
| CREF Inflation-Linked Bond R1 Variable Annuity Account | Mutual Funds | — | — | $15K | <0.1% | |
| American Funds US Government Sec R6 Mutual Fund | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
