JEAN Nielsen signed Dr.Gertrude A. Barber Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dr.Gertrude A. Barber Center, Inc.'s EIN is 23-7447611.
Download the official 2024 Form 5500 (PDF) for Dr.Gertrude A. Barber Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dr.Gertrude A. Barber Center, Inc.'s plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction, profit-sharing.
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 | $56K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH DYNAMIC RETIREME GREAT GRAY · EIN 38-7289854 / PN 001 | Common Collective Trust | — | — | $7.7M | 23.2% | |
| BLACKROCK LIFEPATH DYNAMIC 2030 R6 GREAT GRAY · EIN 38-7289856 / PN 001 | Common Collective Trust | — | — | $5.7M | 17.1% | |
| BLACKROCK LIFEPATH DYNAMIC 2035 R6 GREAT GRAY · EIN 38-7289857 / PN 001 | Common Collective Trust | — | — | $4.5M | 13.5% | |
| T ROWE PRICE STABLE VAL A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.0M | 9.1% | |
| BLACKROCK LIFEPATH DYNAMIC 2040 R6 GREAT GRAY · EIN 38-7289858 / PN 001 | Common Collective Trust | — | — | $2.7M | 8.2% | |
| BLACKROCK LIFEPATH DYNAMIC 2045 R6 GREAT GRAY · EIN 38-7289859 / PN 001 | Common Collective Trust | — | — | $2.6M | 7.9% | |
| BLACKROCK LIFEPATH DYNAMIC 2050 R6 GREAT GRAY · EIN 38-7289860 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $956K | 2.9% | |
| BLACKROCK LIFEPATH DYNAMIC 2055 R6 GREAT GRAY · EIN 38-7289861 / PN 001 | Common Collective Trust | — | — | $898K | 2.7% | |
| BLACKROCK LIFEPATH DYNAMIC 2065 R6 GREAT GRAY · EIN 38-7289863 / PN 001 | Common Collective Trust | — | — | $697K | 2.1% | |
| BLACKROCK LIFEPATH DYNAMIC 2060 R6 GREAT GRAY · EIN 38-7289862 / PN 001 | Common Collective Trust | — | — | $553K | 1.7% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $518K | 1.6% | |
| American Funds American Funds Bd Fund of Amer R6 | Mutual Funds | — | — | $268K | 0.8% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $250K | 0.8% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $218K | 0.7% | |
| JPMorgan Eq Inc R6 | Common Stocks | — | — | $188K | 0.6% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $131K | 0.4% | |
| Transamerica Life Ins. Co. Transamerica Guaranteed Inv Option | Common Stocks | — | — | $122K | 0.4% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $113K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $111K | 0.3% | |
| Fidelity Intl Index | Mutual Funds | — | — | $99K | 0.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $91K | 0.3% | |
| MFS Mid Cap Val R6 | Mutual Funds | — | — | $53K | 0.2% | |
| State Street State St l US Govt M1y Mkt Premier | Other securities | — | — | $32K | <0.1% | |
| Dimensional DFA US Targeted Val | Mutual Funds | — | — | $26K | <0.1% | |
| BLACKROCK LIFEPATH DYNAMIC 2025 R6 GREAT GRAY · EIN 38-7289855 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| SECURITIES BROKER |
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