Laura V. HESS signed Conrad M. Siegel, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Conrad M. Siegel, Inc.'s EIN is 23-1669823.
Download the official 2023 Form 5500 (PDF) for Conrad M. Siegel, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Conrad M. Siegel, Inc.'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX Fund | Common Collective Trusts | — | — | $31.1M | 34.3% | |
| Vanguard Developing Markets Index Ind Adm Fund | Mutual Funds | — | — | $11.6M | 12.7% | |
| Vanguard Total Bond Index Adm Fund | Mutual Funds | — | — | $11.1M | 12.2% | |
| American Century Government Bond R5 Fund | U.S. Treasuries | — | — | $8.4M | 9.2% | |
| Vanguard Short-Term Investment Grade I | Mutual Funds | — | — | $8.2M | 9.0% | |
| Fidelity Extended Market Ind Prem Fund | Mutual Funds | — | — | $5.7M | 6.2% | |
| Vanguard EMG Market Ind ADM | Mutual Funds | — | — | $4.1M | 4.5% | |
| T Rowe Price Government Market Fund I | Mutual Funds | — | — | $1.7M | 1.9% | |
| Vanguard Mid Cap Value IDX Adm Fund | Common Collective Trusts | — | — | $1.5M | 1.7% | |
| Vanguard Value Index ADM Fund | Mutual Funds | — | — | $1.4M | 1.6% | |
| Vanguard Small Cap Value IDX Adm Fund | Common Collective Trusts | — | — | $1.1M | 1.2% | |
| Vanguard Short-Term Inflation-Protected SEC IDX ADM | Common Collective Trusts | — | — | $969K | 1.1% | |
| Vanguard Growth Index ADM | Mutual Funds | — | — | $948K | 1.0% | |
| Goldman Sachs International Small Cap Insights Fund | Other securities | — | — | $731K | 0.8% | |
| Participants Participant Loans-Interest Rate 4.25%- 6.50% - | Bonds / Notes | — | — | $220K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
