Bryan Samuels signed Chapin Hall Center for Children's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chapin Hall Center for Children's EIN is 36-2167012.
Download the official 2024 Form 5500 (PDF) for Chapin Hall Center for Children from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chapin Hall Center for Children's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $0 | — |
| MSCS FS DIV OF BROADRIDGE BPO, LLC | 33-1151291 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 | Other securities | — | — | $3.5M | 13.4% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $3.0M | 11.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.7M | 10.0% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $2.3M | 8.8% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $2.1M | 7.8% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $1.9M | 7.1% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.6M | 6.0% | |
| JPMorgan Chase JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.5M | 5.6% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $1.3M | 4.8% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $1.2M | 4.7% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.1M | 4.3% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.0M | 3.9% | |
| Neuberger Berman Neuberger Berman Large Cap Value Fund R6 | Other securities | — | — | $759K | 2.9% | |
| MFS Investment Management MFS International Equity Fund Class R6 | Mutual Funds | — | — | $677K | 2.6% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $612K | 2.3% | |
| American United Life Insurance Company** Unallocated insurance contract - AUL Stable Value Account Series A | Stable Value | — | — | $269K | 1.0% | |
| PIMCO All Asset Fund-Institutional Class | Mutual Funds | — | — | $234K | 0.9% | |
| PIMCO Income Fund-Institutional Class | Mutual Funds | — | — | $215K | 0.8% | |
| JPMorgan Core Bond Ultra | Other securities | — | — | $214K | 0.8% | |
| Participants** Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $147K | 0.6% | |
| T. Rowe Price Retirement 2065 | Other securities | — | — | $64K | 0.2% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $1K | <0.1% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2005 | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| TRUSTEE |
| $0 |
| — |
