Cindy Bertrand signed USS Midway Museum's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USS Midway Museum's EIN is 33-0556416.
Download the official 2024 Form 5500 (PDF) for USS Midway Museum from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USS Midway Museum's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $320 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.4M | 86.0% | |
| THE STANDARD STABLE ASSET FUND II STANDARD LIFE INVESTMENTS LTD. · EIN 93-0242990 / PN 001 | Pooled Separate Account | — | — | $1.2M | 12.8% | |
| [Assets held in participant loans] | Other | — | — | $103K | 1.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $12K | 0.1% |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
