KATE Kleba signed Albert Einstein Healthcare Network's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Albert Einstein Healthcare Network's EIN is 23-1396794.
Download the official 2024 Form 5500 (PDF) for Albert Einstein Healthcare Network from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Albert Einstein Healthcare Network'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 |
|---|---|---|---|---|---|
| FID INV INSTL OPS CO | 04-2647786 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | CONSULTANT | $12K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K - | Mutual Funds | — | — | $13.9M | 10.9% | |
| Fidelity Freedom 2050 K - | Mutual Funds | — | — | $12.8M | 10.0% | |
| Fidelity Freedom 2030 K - | Mutual Funds | — | — | $11.2M | 8.8% | |
| Fidelity Freedom 2055 K - | Mutual Funds | — | — | $11.0M | 8.6% | |
| Fidelity Freedom 2045 K - | Mutual Funds | — | — | $10.5M | 8.2% | |
| Fidelity Freedom 2040 K - | Mutual Funds | — | — | $10.2M | 8.0% | |
| Fidelity Freedom 2025 K - | Mutual Funds | — | — | $8.4M | 6.6% | |
| Fidelity 500 Index - | Common Collective Trusts | — | — | $6.1M | 4.8% | |
| Fidelity Freedom 2060 K - | Mutual Funds | — | — | $5.5M | 4.3% | |
| Total variable annuities - | Other securities | — | — | $5.1M | 4.0% | |
| Fidelity Freedom 2020 K - | Mutual Funds | — | — | $4.4M | 3.4% | |
| Fidelity Contrafund K - | Mutual Funds | — | — | $3.6M | 2.8% | |
| Fidelity Total Mkt Idx - | Common Collective Trusts | — | — | $2.8M | 2.2% | |
| CREF Stock R1 - | Mutual Funds | — | — | $2.4M | 1.9% | |
| TIAA-CREF S&P 500 Idx-Rtmt - | Common Collective Trusts | — | — | $2.1M | 1.7% | |
| TIAA-CREF TIAA Traditional Group annuity contract, at fair value - | Mutual Funds | — | — | $1.7M | 1.4% | |
| TIAA-CREF Core Equity Retirement - | Mutual Funds | — | — | $1.7M | 1.3% | |
| Fidelity Freedom 2015 K - | Mutual Funds | — | — | $1.2M | 1.0% | |
| Fidelity Freedom 2065 K - | Mutual Funds | — | — | $1.2M | 0.9% | |
| Annuity Contracts - fully benefit value responsive Principal guaranteed investment Group annuity contract, at contract - | Common Stocks | — | — | $1.0M | 0.8% | |
| Annuity Contracts - non-fully benefit responsive * TIAA-CREF TIAA Traditional Group annuity contract, at contract - | Mutual Funds | — | — | $990K | 0.8% | |
| TIAA-CREF Lg-Cap Val-Rtmt - | Mutual Funds | — | — | $966K | 0.8% | |
| Fidelity FIMM Governmental CL I - | Mutual Funds | — | — | $872K | 0.7% | |
| Janus Balanced N - | Mutual Funds | — | — | $871K | 0.7% | |
| Fidelity Brokerage Link - | Self-Directed Brokerage | — | — | $814K | 0.6% | |
| CREF Equity Index R1 - | Common Collective Trusts | — | — | $751K | 0.6% | |
| Participant loans Ranges from 4.25% to 9.50% with - | Bonds / Notes | — | — | $705K | 0.6% | |
| Fidelity Total Intl Idx - | Common Collective Trusts | — | — | $678K | 0.5% | |
| Fidelity US Bond Idx - | Common Collective Trusts | — | — | $655K | 0.5% | |
| Fidelity Mid Cap Idx - | Common Collective Trusts | — | — | $641K | 0.5% | |
| TIAA-CREF Mid-Cap Gr-Rtmt - | Mutual Funds | — | — | $550K | 0.4% | |
| TIAA-CREF Qt Sml Cap Eq Rtmt - | Mutual Funds | — | — | $540K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $537K | 0.4% | |
| CREF Money Market R1 - | Mutual Funds | — | — | $536K | 0.4% | |
| Fidelity Small Cap Idx - | Common Collective Trusts | — | — | $488K | 0.4% | |
| Victory S Est Value R6 - | Other securities | — | — | $460K | 0.4% | |
| TIAA-CREF Mid-Cap Val-Rtmt - | Mutual Funds | — | — | $459K | 0.4% | |
| TIAA-CREF Real Est Secs-Rtmt - | Mutual Funds | — | — | $440K | 0.3% | |
| TIAA-CREF Intl Eq-Rtmt - | Mutual Funds | — | — | $432K | 0.3% | |
| Invesco Diversified Dividend R6 - | Mutual Funds | — | — | $422K | 0.3% | |
| CREF Growth R1 - | Mutual Funds | — | — | $402K | 0.3% | |
| TIAA-CREF Large Cap Resp Eq Rtmt - | Mutual Funds | — | — | $380K | 0.3% | |
| CREF Core Bond R1 - | Mutual Funds | — | — | $296K | 0.2% | |
| Royce PA Mutual Inv - | Other securities | — | — | $282K | 0.2% | |
| Dodge & Cox Intl Stk - | Mutual Funds | — | — | $276K | 0.2% | |
| Metwest Total Return Bd I - | Other securities | — | — | $275K | 0.2% | |
| CREF Social Choice R1 - | Mutual Funds | — | — | $268K | 0.2% | |
| CREF Inflation-Linked Bond R1 - | Mutual Funds | — | — | $261K | 0.2% | |
| PGIM J Mid Cap Gr Z - | Other securities | — | — | $246K | 0.2% | |
| Fidelity Freedom 2010 K - | Mutual Funds | — | — | $237K | 0.2% |
