Michael Vanderford signed Charles T. Sitrin Health Care Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charles T. Sitrin Health Care Center's EIN is 22-3100745.
Download the official 2024 Form 5500 (PDF) for Charles T. Sitrin Health Care Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Charles T. Sitrin Health Care Center's plan includes ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARADIGM CONSULTING, INC. | — | UTICA, NY | INVESTMENT ADVISORY | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMIN | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund - 6,575 shares | Common Collective Trusts | — | — | $3.6M | 23.3% | |
| Lincoln Life & Annuity Company of New York Group fixed annuity contract - rate of 2.0% | Bonds / Notes | — | — | $3.4M | 22.4% | |
| Dodge and Cox Income Fund Mutual Fund - 204,927 shares | Mutual Funds | — | — | $2.5M | 16.6% | |
| DFA U.S. Large Cap Value Fund Mutual Fund - 35,053 shares | Mutual Funds | — | — | $1.7M | 11.3% | |
| American Funds EuroPacific Growth Fund Mutual Fund - 13,589 shares | Mutual Funds | — | — | $730K | 4.8% | |
| MFS Growth Fund Mutual Fund - 2,524 shares | Mutual Funds | — | — | $514K | 3.4% | |
| Vanguard Mid-Cap Index Fund Mutual Fund - 1,534 shares | Common Collective Trusts | — | — | $502K | 3.3% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund - 6 shares ** 569 Schwab Fundamental International Equity Index Fund Mutual Fund - 46,795 shares | Common Collective Trusts | — | — | $485K | 3.2% | |
| American Funds U.S. Government Securities Fund Mutual Fund - 36,153 shares | Mutual Funds | — | — | $425K | 2.8% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund - 4,612 shares | Common Collective Trusts | — | — | $386K | 2.5% | |
| Vanguard Small-Cap Index Fund Mutual Fund - 2,287 shares | Common Collective Trusts | — | — | $263K | 1.7% | |
| DFA Emerging Markets Fund Mutual Fund - 8,710 shares | Mutual Funds | — | — | $249K | 1.6% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $209K | 1.4% | |
| T. Rowe Price Diversified Mid Cap Growth Fund Mutual Fund - 2,951 shares | Other securities | — | — | $136K | 0.9% | |
| DFA U.S. Targeted Value Fund Mutual Fund - 3,740 shares | Mutual Funds | — | — | $129K | 0.8% | |
| DFA Real Estate Securities Fund Mutual Fund - 221 shares | Mutual Funds | — | — | $9K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund Mutual Fund - 469 shares | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Balanced Index Fund Mutual Fund - 96 shares | Common Collective Trusts | — | — | $5K | <0.1% | |
| American Funds New Perspective Fund Mutual Fund - 41 shares | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| FUST CHARLES CHAMBERS, LLP | 16-1226221 | — | AUDITOR | $10K | — |
