Debra Siesser signed Sinai, Special Needs Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sinai, Special Needs Institute's EIN is 22-2942402.
Download the official 2024 Form 5500 (PDF) for Sinai, Special Needs Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sinai, Special Needs Institute'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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Principal Lifetime 2045 R3 Fund | Mutual Funds | — | $141K | $2.2M | 16.3% | |
| Principal LargeCap S&P 500 Index R3 Fund | Common Collective Trusts | — | $54K | $1.7M | 12.8% | |
| Principal Lifetime 2040 R3 Fund | Other securities | — | $81K | $1.4M | 10.4% | |
| Principal Short-Term Income R3 Fund | Other securities | — | $84K | $1.0M | 7.7% | |
| Principal Lifetime 2050 R3 Fund | Other securities | — | $47K | $879K | 6.6% | |
| Principal LargeCap Growth I R3 Fund | Other securities | — | $49K | $671K | 5.0% | |
| Principal Lifetime 2035 R3 Fund | Other securities | — | $46K | $619K | 4.7% | |
| FULLY BENEFIT RESPONSIVE INVESTMENT CONTRACT * Principal Fixed Income Guaranteed Option | Other securities | — | — | $526K | 4.0% | |
| Principal SAM Balanced R3 Portfolio | Other securities | — | $31K | $522K | 3.9% | |
| Principal Lifetime 2030 R3 Fund | Other securities | — | $33K | $491K | 3.7% | |
| Principal Lifetime 2025 R3 Fund | Other securities | — | $41K | $475K | 3.6% | |
| Principal MidCap Value Fund I | Other securities | — | $24K | $377K | 2.8% | |
| Principal MidCap S&P 400 Index R3 Fund | Other securities | — | $13K | $311K | 2.3% | |
| Principal Lifetime 2020 R3 Fund | Other securities | — | $20K | $251K | 1.9% | |
| Principal LargeCap Value Fund III | Other securities | — | $11K | $245K | 1.8% | |
| Principal Lifetime 2060 R3 Fund | Other securities | — | $8K | $160K | 1.2% | |
| Principal SmallCap Growth Fund I | Other securities | — | $13K | $147K | 1.1% | |
| Principal Lifetime Strategic Income R3 Fund | Other securities | — | $11K | $133K | 1.0% | |
| Principal Diversified International R3 Fund | Other securities | — | $7K | $113K | 0.8% | |
| Principal SAM Strategic Growth R3 Portfolio | Other securities | — | $3K | $81K | 0.6% | |
| Principal Bond Market Index R3 Fund | Other securities | — | $9K | $79K | 0.6% | |
| Principal Lifetime 2065 R3 Fund | Other securities | — | $4K | $68K | 0.5% | |
| Principal SAM Conservative Growth R3 Portfolio | Other securities | — | $2K | $42K | 0.3% | |
| Principal Core Plus Bond R3 Fund | Other securities | — | $5K | $42K | 0.3% | |
| Principal Real Estate Securities R3 Fund | Other securities | — | $2K | $42K | 0.3% | |
| Principal Global Emerging Markets R3 Fund | Other securities | — | $1K | $33K | 0.3% | |
| 8.50% with maturities through 2029 | Bonds / Notes | — | — | $31K | 0.2% | |
| Principal Lifetime 2015 R3 Fund | Other securities | — | $2K | $20K | 0.1% | |
| Principal MidCap Growth Fund III | Other securities | — | $3K | $16K | 0.1% | |
| Principal SAM Flexible Income Portfolio 389 | Other securities | — | — | $5K | <0.1% | |
| Principal SmallCap Value Fund II 356 | Other securities | — | — | $4K | <0.1% | |
| Fidelity Advisor Govt Income M Fund 160 | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | OTHER SERVICES | $0 | — |
