Darrah Rafferty signed Securities Industry and Financial Markets Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Securities Industry and Financial Markets Association's EIN is 32-0178959.
Download the official 2024 Form 5500 (PDF) for Securities Industry and Financial Markets Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Securities Industry and Financial Markets Association's plan includes money-purchase contributions, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | — | CHICAGO, IL | NONE | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 TRUST T.ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $13.1M | 12.6% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T.ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $11.4M | 11.0% | |
| Vanguard 500 Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $11.1M | 10.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T.ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.9M | 9.5% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T.ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $9.4M | 9.1% | |
| T. Rowe Price Growth Stock Fund Mutual fund | Other securities | — | — | $7.3M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T.ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.5M | 5.3% | |
| T. Rowe Price Science & Technology Fund Mutual fund | Other securities | — | — | $4.8M | 4.6% | |
| Vanguard Extended MKT Index Mutual fund | Mutual Funds | — | — | $4.7M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T.ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.0M | 3.9% | |
| TRP STABLE VALUE COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.2% | |
| T. Rowe Price Health Sciences Fund Mutual fund | Other securities | — | — | $2.2M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T.ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.9% | |
| Mfs Value R6 Mutual fund | Mutual Funds | — | — | $1.9M | 1.8% | |
| American Funds Europac Grw R6 Mutual fund | Mutual Funds | — | — | $1.8M | 1.7% | |
| Clearbridge Sm Cp Gr Cit R2 Collective Trust Fund | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| CLEARBRIDGE SMALL CAP GRWTH IS GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| Vanguard Total Bond Index Adm Mutual fund | Mutual Funds | — | — | $1.5M | 1.5% | |
| Dodge & Cox Income Mutual fund | Mutual Funds | — | — | $1.5M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T.ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T.ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.3% | |
| T. Rowe Price Small-Cap Value Fund Mutual fund | Other securities | — | — | $1.1M | 1.0% | |
| Invesco Developing Mkts Y Mutual fund | Mutual Funds | — | — | $1.0M | 1.0% | |
| Vanguard Ttl Int Stock Ind Adm Mutual fund | Mutual Funds | — | — | $696K | 0.7% | |
| Vanguard Materials Index Adm Mutual fund | Mutual Funds | — | — | $544K | 0.5% | |
| Pimco Intl Bond Us Hed A Mutual fund | Mutual Funds | — | — | $348K | 0.3% | |
| T Rowe Price Government Money Mutual fund | Mutual Funds | — | — | $229K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T.ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $19K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T.ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T.ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $220 | <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 |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | — | CHICAGO, IL | NONE | $27K | — |
