Katie Lynch signed Phipps Conservatory and Botanical Gardens, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phipps Conservatory and Botanical Gardens, Inc.'s EIN is 25-1492587.
Download the official 2024 Form 5500 (PDF) for Phipps Conservatory and Botanical Gardens, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phipps Conservatory and Botanical Gardens, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB AND COMPANY | 94-1737782 | — | CUSTODIAN | $520 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON RETIREMENT SOLUTIONS INC | 47-2725143 | — | RECORDKEEPER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Scwab Total Stock Market Index | Common Collective Trusts | — | — | $1.7M | 23.4% | |
| Charles Schwab Scwab S&P 500 Index | Common Collective Trusts | — | — | $1.5M | 20.2% | |
| Charles Schwab Scwab U.S. Aggregate Bond Index | Mutual Funds | — | — | $976K | 13.4% | |
| Charles Schwab Scwab Fundamental Emerging Markets Equity | Mutual Funds | — | — | $592K | 8.1% | |
| Charles Schwab Scwab International Index | Mutual Funds | — | — | $550K | 7.6% | |
| Charles Schwab Scwab Short-Term Bond Index | Mutual Funds | — | — | $509K | 7.0% | |
| Charles Schwab Scwab Small Cap Index | Mutual Funds | — | — | $467K | 6.4% | |
| Cohen & Steers Cohen & Steers Realty Shares | Other securities | — | — | $412K | 5.7% | |
| Money Market Fund * Charles Schwab Money Fund | Mutual Funds | — | — | $219K | 3.0% | |
| Charles Schwab Scwab Value Advantage Money Fund | Mutual Funds | — | — | $173K | 2.4% | |
| Charles Schwab Scwab U.S. Large Cap Growth | Mutual Funds | — | — | $72K | 1.0% | |
| Shares of Registered Investment Companies American Funds 2050 Target | Mutual Funds | — | — | $50K | 0.7% | |
| Parnassus Mid Cap Growth | Other securities | — | — | $17K | 0.2% | |
| TIAA-CREF Social Choice | Mutual Funds | — | — | $17K | 0.2% | |
| Rydex NASDAQ-100 | Other securities | — | — | $17K | 0.2% | |
| Rydex Banking | Other securities | — | — | $9K | 0.1% | |
| Charles Schwab Scwab Monthly Income | Mutual Funds | — | — | $7K | <0.1% | |
| Charles Schwab Scwab Treasury Inflation Protected Securities Index | U.S. Treasuries | — | — | $7K | <0.1% | |
| Charles Schwab Scwab U.S. Mid Cap Index | Mutual Funds | — | — | $5K | <0.1% | |
| Parnassus Core Equity | Other securities | — | — | $3K | <0.1% | |
| Matthews Asian Growth & Income | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| WELLINGTON CONSULTING SERVICES, INC | 54-1620949 | CHANTILLY, VA | INVESTMENT ADVISOR | $46K | — |
