Stephen Gersten signed Interborough Developmental and Consultation Center's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interborough Developmental and Consultation Center's EIN is 23-7358415.
Download the official 2023 Form 5500 (PDF) for Interborough Developmental and Consultation Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Interborough Developmental and Consultation Center'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISORY | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 9.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.3M | 9.6% | |
| Self-directed brokerage accounts Schwab PCRA Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.2M | 8.7% | |
| PRIN LIFETIME HUBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.1M | 7.9% | |
| Nuveen Large Cap Gr Indx R6 Registered Investment Company | Mutual Funds | — | — | $1.0M | 7.4% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $938K | 6.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $761K | 5.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $697K | 5.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $501K | 3.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $416K | 3.1% | |
| Delaware Ivy Sm Cap Gr R6 Registered Investment Company | Common Stocks | — | — | $406K | 3.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $390K | 2.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $378K | 2.8% | |
| BlackRock Md-Cp Gr Eq K Fd Registered Investment Company | Common Stocks | — | — | $370K | 2.7% | |
| Nuveen Large Cap Val Index R6 Registered Investment Company | Mutual Funds | — | — | $348K | 2.6% | |
| American Funds NewPrsp R6 Fnd Registered Investment Company | Mutual Funds | — | — | $231K | 1.7% | |
| Participant Loans Interest rates at (5.75%~9.50%) $0 | Bonds / Notes | — | — | $186K | 1.4% | |
| JP Morgan SMID Cp Equity R6 Fd Registered Investment Company | Common Stocks | — | — | $172K | 1.3% | |
| JP Morgan Core Bond R6 Fund Registered Investment Company | Common Stocks | — | — | $164K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $131K | 1.0% | |
| PRIN DIVERSIDIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $118K | 0.9% | |
| Guranteed investment contracts * Principal Guaranteed Option Guranteed investment contract | Other securities | — | — | $87K | 0.6% | |
| Calvert Balanced R6 Fund Registered Investment Company | Common Stocks | — | — | $58K | 0.4% | |
| Registered Investment Companies Fed Hms Inst Hi Yld Bd R6 Fund Registered Investment Company | Common Stocks | — | — | $39K | 0.3% | |
| Templeton World R6 Fund Registered Investment Company | Mutual Funds | — | — | $26K | 0.2% | |
| BlackRock Adv Sm Cp Gr K Fd Registered Investment Company | Common Stocks | — | — | $22K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $9K | <0.1% | |
| Fidelity Sm Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $9K | <0.1% | |
| JP Morgan Total Return R6 Fund Registered Investment Company | Common Stocks | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $7K | <0.1% | |
| MFS Emerging Mkts Debt R6 Fd Registered Investment Company | Mutual Funds | — | — | $3K | <0.1% | |
| AMERICAN FUNDS AMERMUT R6 FD Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2K | <0.1% | |
| ISHS RUSS MD-CP INDEX K FUND Registered Investment Company | Common Stocks | — | — | $1K | <0.1% | |
| AM FDS GRTH FD OF AM R6 FUND Registered Investment Company | Common Stocks | — | — | $1K | <0.1% |
