Maggie Morris signed JDRF International's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JDRF International's EIN is 23-1907729.
Download the official 2023 Form 5500 (PDF) for JDRF International from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)JDRF International's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | ADVISORY | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price | Other securities | — | — | $8.1M | 13.3% | |
| Fidelity | Mutual Funds | — | — | $7.8M | 12.8% | |
| JPMorgan | Other securities | — | — | $6.6M | 10.9% | |
| Transamerica Financial Life Ins. Co. | Common Stocks | — | — | $6.6M | 10.7% | |
| Fidelity | Mutual Funds | — | — | $4.9M | 8.0% | |
| Fidelity | Mutual Funds | — | — | $4.6M | 7.6% | |
| Prudential | Other securities | — | — | $4.2M | 6.9% | |
| JPMorgan | Other securities | — | — | $3.6M | 5.9% | |
| Vanguard | Mutual Funds | — | — | $2.6M | 4.3% | |
| Blackrock | Other securities | — | — | $2.6M | 4.3% | |
| MFS | Mutual Funds | — | — | $2.5M | 4.1% | |
| Fidelity | Mutual Funds | — | — | $1.2M | 2.0% | |
| Franklin Templeton | Mutual Funds | — | — | $1.2M | 2.0% | |
| Fidelity | Mutual Funds | — | — | $957K | 1.6% | |
| Columbia | Other securities | — | — | $869K | 1.4% | |
| MFS | Mutual Funds | — | — | $816K | 1.3% | |
| Blackrock | Other securities | — | — | $802K | 1.3% | |
| Participant Loans | Participant loans | — | — | $382K | 0.6% | |
| Charles Schwab Instl | Mutual Funds | — | — | $108K | 0.2% | |
| Transamerica Financial Life Ins. Co. | Common Stocks | — | — | $101K | 0.2% |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $209 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | AUDITOR | $30K | — |
