Overbrook Friedlander Programs' EIN is 23-2469202.
Download the official 2024 Form 5500 (PDF) for Overbrook Friedlander Programs from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Overbrook Friedlander Programs' plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| NATIONWIDE FINANCIAL | 31-1592130 | COLUMBUS, OH | CUSTODIAN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP | 13-4096969 | WARRINGTON, PA | ADVISOR/TPA | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Amfds Inc Fd Am R6 | Mutual Funds | — | — | $429K | 12.6% | |
| Destinations Funds Dest Lgcap Eq Z | Other securities | — | — | $389K | 11.4% | |
| Vanguard Vngrd Trgt Rtrmt 2030 Inv | Mutual Funds | — | — | $373K | 10.9% | |
| Vanguard Vngrd Trgt Rtrmt 2035 Inv | Mutual Funds | — | — | $288K | 8.4% | |
| Vanguard Vngrd Trgt Rtrmt 2045 Inv | Mutual Funds | — | — | $236K | 6.9% | |
| Destinations Funds Dest Cor Fxd Inc Z | Common Stocks | — | — | $219K | 6.4% | |
| Destinations Funds Dest Intl Eq Z | Other securities | — | — | $192K | 5.6% | |
| Participant Loans (Interest at prime rate plus 1%) | Participant loans | — | — | $156K | 4.6% | |
| Vanguard Vngrd Trgt Rtrmt 2040 Inv | Mutual Funds | — | — | $154K | 4.5% | |
| Vanguard Vngrd Trgt Rtrmt Inc | Mutual Funds | — | — | $148K | 4.3% | |
| Vanguard Vngrd Trgt Rtrmt 2050 Inv | Mutual Funds | — | — | $92K | 2.7% | |
| Vanguard Vngrd Trgt Rtrmt 2025 Inv | Mutual Funds | — | — | $87K | 2.5% | |
| Destinations Funds Dest Shltr Z 114 Destinations Funds Dest Smmidcap Eq Z | Other securities | — | — | $77K | 2.3% | |
| Destinations Funds Dest Glbl Fxd Inc Oppr Z | Common Stocks | — | — | $67K | 2.0% | |
| Vanguard Vngrd Trgt Rtrmt 2055 Inv | Mutual Funds | — | — | $65K | 1.9% | |
| American Funds Amfds Gr Fd Am R6 | Mutual Funds | — | — | $60K | 1.8% | |
| Destinations Funds Dest Mult Strat Altnatv Z | Other securities | — | — | $57K | 1.7% | |
| Dimensional Funds Dfa US Trgt Val Inst 150 Federated Hermes Fed Hrms Gov Oblgtns Prmr | Mutual Funds | — | — | $55K | 1.6% | |
| Vanguard Vngrd Trgt Rtrmt 2060 Inv | Mutual Funds | — | — | $29K | 0.9% | |
| Destinations Funds Dest Low Dur Fxd Inc Z | Common Stocks | — | — | $26K | 0.8% | |
| Dimensional Funds Dfa Us Lgcap Val Inst | Mutual Funds | — | — | $23K | 0.7% | |
| Carillon Funds Cariln Eagle Mdcap Gr I | Other securities | — | — | $22K | 0.7% | |
| Destinations Funds Dest Eq Inc Z | Common Stocks | — | — | $21K | 0.6% | |
| Vanguard Vngrd Trgt Rtrmt 2020 Inv | Mutual Funds | — | — | $13K | 0.4% | |
| Fidelity Fid 500 Index 306 Vanguard Vngrd Mid-Cap Idx Fd As | Common Collective Trusts | — | — | $11K | 0.3% | |
| Dimensional Funds Dfa Intl Sustnbl Cor 1 | Mutual Funds | — | — | $2K | <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 |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | ALISO VIEJO, CA | BROKER/DEALER FIRM | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPITAL INVESTMENTS | 13-4109249 | OMAHA, NE | THIRD PARTY INVESTMENT A | $5K | — |
