Pamela DERR signed Cornwall Manor Retirement Community's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cornwall Manor Retirement Community's EIN is 23-1365158.
Download the official 2024 Form 5500 (PDF) for Cornwall Manor Retirement Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cornwall Manor Retirement Community'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 | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company Mutual Funds Vanguard Group Vanguard Target Retirement 2030 Investor Fund N/R | Mutual Funds | — | — | $2.3M | 14.1% | |
| Vanguard Group Vanguard 500 Index Admiral Fund N/R | Common Collective Trusts | — | — | $1.8M | 10.9% | |
| Fully Benefit-Responsive Investment Contract * Principal Life Insurance Principal Fixed Income Option N/R | Other securities | — | — | $1.6M | 9.9% | |
| Vanguard Group Vanguard Target Retirement 2040 Investor Fund N/R | Mutual Funds | — | — | $1.1M | 7.0% | |
| Capital Research and Mgmt Admiral Funds Fundamental Investors R6 Fund N/R | Other securities | — | — | $1.1M | 6.5% | |
| T. Rowe Price T. Rowe Price Large Cap Growth | R5 Fund N/R | Other securities | — | — | $1.1M | 6.4% | |
| Vanguard Group Vanguard Target Retirement 2050 Investor Fund N/R | Mutual Funds | — | — | $771K | 4.7% | |
| Vanguard Group Vanguard Target Retirement 2020 Investor Fund N/R | Mutual Funds | — | — | $700K | 4.3% | |
| Franklin Mutual Franklin Small-Mid Cap Growth Fund N/R | Mutual Funds | — | — | $655K | 4.0% | |
| Vanguard Group Vanguard Inflation-Protected Securities Investor N/R | Mutual Funds | — | — | $625K | 3.8% | |
| Vanguard Group Vanguard Target Retirement Income Investor N/R | Mutual Funds | — | — | $545K | 3.3% | |
| Franklin Mutual Franklin U.S. Government Securities Adv Fund N/R | Mutual Funds | — | — | $481K | 2.9% | |
| Fund * Principal Core Fixed Income R5 Fund N/R | Other securities | — | — | $479K | 2.9% | |
| Vanguard Group Vanguard Mid Cap Index Investor Fund N/R | Mutual Funds | — | — | $316K | 1.9% | |
| Fund Vanguard Group Vanguard Target Retirement 2025 Investor Fund N/R | Mutual Funds | — | — | $299K | 1.8% | |
| Vanguard Group Vanguard Target Retirement 2060 Investor Fund N/R | Mutual Funds | — | — | $297K | 1.8% | |
| Vanguard Group Vanguard Target Retirement 2035 Investor Fund N/R | Mutual Funds | — | — | $296K | 1.8% | |
| Fidelity Advisor Small Cap M Fund N/R | Mutual Funds | — | — | $248K | 1.5% | |
| MFS Total Return A Fund N/R | Mutual Funds | — | — | $239K | 1.5% | |
| LA Capital Mgmt LA Capital MidCap Value I R5 Fund N/R | Other securities | — | — | $193K | 1.2% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $180K | 1.1% | |
| Vanguard Group Vanguard Target Retirement 2055 Investor Fund N/R | Mutual Funds | — | — | $169K | 1.0% | |
| Franklin Mutual Franklin Mutual Beacon A Fund N/R | Mutual Funds | — | — | $167K | 1.0% | |
| Invesco Oppenheimer Int Div R6 Fund N/R | Mutual Funds | — | — | $158K | 1.0% | |
| Principal Global Emerging Markets R5 Fund N/R | Other securities | — | — | $125K | 0.8% | |
| Vanguard Group Vanguard Target Retirement 2045 Investor Fund N/R | Mutual Funds | — | — | $103K | 0.6% | |
| Principal Small Cap S&P 600 Index R5 Fund N/R | Other securities | — | — | $91K | 0.6% | |
| Vanguard Group Vanguard Target Retirement 2065 Investor Fund N/R | Mutual Funds | — | — | $88K | 0.5% | |
| (E) | Other securities | — | $91K | $88K | 0.5% | |
| Federated Investment Mgmt Federated Kaufmann Small Cap R Fund N/R | Other securities | — | — | $85K | 0.5% | |
| Natixis Funds Vaughan Nelson Small Cap Value II R5 Fund N/R | Other securities | — | — | $30K | 0.2% | |
| (E) | Other securities | — | $8K | $30K | 0.2% | |
| Franklin Mutual Franklin Small Cap Value A Fund N/R | Mutual Funds | — | — | $23K | 0.1% | |
| Principal Equity Income R5 Fund N/R | Other securities | — | — | $8K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2070 Investor Fund N/R | Mutual Funds | — | — | $4K | <0.1% | |
| (E) | Other securities | — | — | $4K | <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 |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | 42-1445429 | — | OTHER SERVICES | $0 | — |
