Daniel Decarlo signed Easterseals of Southeastern Pennsylvania's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Easterseals of Southeastern Pennsylvania's EIN is 23-1352293.
Download the official 2023 Form 5500 (PDF) for Easterseals of Southeastern Pennsylvania from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Easterseals of Southeastern Pennsylvania's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VEERY CAPITAL | 83-1838623 | — | INVESTMENT ADVISOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2025 FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $4.1M | 29.7% | |
| FLEXPATH INDEX MODERATE 2035 FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.1M | 15.4% | |
| FLEXPATH INDEX MODERATE 2045 FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.4M | 10.5% | |
| FLEXPATH INDEX MODERATE 2055 FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $946K | 6.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $925K | 6.7% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $605K | 4.4% | |
| FLEXPATH INDEX MOD RETIREMENT FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $479K | 3.5% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $370K | 2.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $367K | 2.7% | |
| Registered investment companies American Funds The Bond Fund of America Fund | Mutual Funds | — | — | $285K | 2.1% | |
| John Hancock Life Insurance Company (U.S.A.) Stable Value Guaranteed Income Fund | Stable Value | — | — | $272K | 2.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $247K | 1.8% | |
| FLEXPATH INDEX AGGR 2035 FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $207K | 1.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $206K | 1.5% | |
| INTERNATIONAL STOCK FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $189K | 1.4% | |
| FLEXPATH INDEX MODERATE 2065 FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $157K | 1.1% | |
| LARGE CAP GROWTH FUND IV GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $129K | 0.9% | |
| Vanguard Small Growth Index Fund | Common Collective Trusts | — | — | $101K | 0.7% | |
| SMALL CAP VALUE FUND III FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $68K | 0.5% | |
| FLEXPATH INDEX AGGR 2055 FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $66K | 0.5% | |
| Northern Emerging Markets Eq Index Fund | Common Collective Trusts | — | — | $66K | 0.5% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $54K | 0.4% | |
| FLEXPATH INDEX AGGR RETIREMENT FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $29K | 0.2% | |
| FLEXPATH INDEX AGGR 2065 FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $26K | 0.2% | |
| FLEXPATH INDEX AGGR 2025 FUND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $22K | 0.2% | |
| WILMINGTON LARGE CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $20K | 0.1% | |
| JPMorgan US Government Money Market Cap | Cash / Money Market | — | — | $12K | <0.1% | |
| JOHN HANCOCK STABLE VALUE FUND R6 JOHN HANCOCK TRUST COMPANY LLC · EIN 80-6136981 / PN 000 | Common Collective Trust | — | — | $162 | <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 |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | CONTRACT ADMINISTRATOR | $11K | — |
