Susan Boland signed George Junior Republic in Pennsylvania's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
George Junior Republic in Pennsylvania's EIN is 25-0753320.
Download the official 2024 Form 5500 (PDF) for George Junior Republic in Pennsylvania from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)George Junior Republic in Pennsylvania'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 |
|---|---|---|---|---|---|
| VANGUARD | 23-1945930 | — | PRIOR RECORDKEEPER | $88K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $34.4M | 99.8% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $3.4M | 10.0% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |