Shirley Horner signed Chicago Historical Society's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chicago Historical Society's EIN is 36-2167004.
Download the official 2023 Form 5500 (PDF) for Chicago Historical Society from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Chicago Historical Society'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHEL & TITUS, LLP |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $951K | 15.3% | |
| MFS GROWTH EQUITY S WILMINGTON TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $722K | 11.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $707K | 11.4% | |
| PUT LARGE CAP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $652K | 10.5% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $545K | 8.7% | |
| VAN TARGET RETIRE 2025 454 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $408K | 6.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $374K | 6.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $318K | 5.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $247K | 4.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $242K | 3.9% | |
| CLEARBRIDGE INTL GR S1 WILMINGTON TRUST COMPANY · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $240K | 3.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $207K | 3.3% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $159K | 2.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $135K | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $92K | 1.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $76K | 1.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $47K | 0.8% | |
| DFA EMG MKT CORE EQ - I | Registered Investment Companies | — | — | $40K | 0.6% | |
| PGIM GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $31K | 0.5% | |
| EAGLE MID CAP GR 1 ALTA TRUST COMPANY · EIN 85-0524193 / PN 001 | Common Collective Trust | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2781641 |
| — |
| ACCOUNTANT |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
