Meredith McCaskey signed Spring Grove Cemetery and Arboretum's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spring Grove Cemetery and Arboretum's EIN is 31-0235950.
Download the official 2024 Form 5500 (PDF) for Spring Grove Cemetery and Arboretum from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spring Grove Cemetery and Arboretum's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | 39-0989781 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY-PLAN | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $1.5M | 9.0% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $1.3M | 7.6% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $1.2M | 7.0% | |
| Transamerica Stable Value Core Option Insurance company general account contract N/a | Stable Value | — | — | $1.1M | 6.5% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $1.0M | 6.3% | |
| AMERICAN FUNDS WASH MUTUAL INVST RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 846 | Pooled Separate Account | — | — | $999K | 6.0% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $777K | 4.7% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $606K | 3.6% | |
| FRANKLIN DYNATECH RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 325 | Pooled Separate Account | — | — | $533K | 3.2% | |
| AMERICAN FUNDS EUROPACIFIC GR RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $526K | 3.2% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $483K | 2.9% | |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $475K | 2.9% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $473K | 2.8% | |
| ALLSPRING SPECIAL MID CAP VAL RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 916 | Pooled Separate Account | — | — | $439K | 2.6% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $432K | 2.6% | |
| HARTFORD DIV AND GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 109 | Pooled Separate Account | — | — | $397K | 2.4% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $391K | 2.3% | |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $389K | 2.3% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $382K | 2.3% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $376K | 2.3% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $340K | 2.0% | |
| DFA U.S. TARGETED VAL PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $304K | 1.8% | |
| PRUDENTIAL TOTAL RETRN BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 902 | Pooled Separate Account | — | — | $300K | 1.8% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $181K | 1.1% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $180K | 1.1% | |
| DFA GLOB EQT PORT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 722 | Pooled Separate Account | — | — | $140K | 0.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $136K | 0.8% | |
| JPMORGAN LRG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | — | — | $132K | 0.8% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 099 | Pooled Separate Account | — | — | $111K | 0.7% | |
| BLACKROCK HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 848 | Pooled Separate Account | — | — | $107K | 0.6% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $106K | 0.6% | |
| FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 032 | Pooled Separate Account | — | — | $81K | 0.5% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $80K | 0.5% | |
| AEGON US CORE PLUS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 906 | Pooled Separate Account | — | — | $65K | 0.4% | |
| JPMORGAN CORE PLUS BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 118 | Pooled Separate Account | — | — | $64K | 0.4% | |
| BNY MELLON GLOBAL FIXED INCOME RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 872 | Pooled Separate Account | — | — | $35K | 0.2% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $20K | 0.1% | |
| TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TRANSAMERICARETONTRK 2010 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING, LLC | 81-3989034 | — | TPA | $6K | — |
