ALLY Lobbestael signed Grand Rapids Symphony Society's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grand Rapids Symphony Society's EIN is 38-6005447.
Download the official 2023 Form 5500 (PDF) for Grand Rapids Symphony Society from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Grand Rapids Symphony Society's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MYWAYRTMT IDX 2030 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $4.3M | 37.6% | |
| BlackRock Advisors, LLC BlackRock Equity Index Fund Class 1 N/A | Common Collective Trusts | — | — | $1.6M | 13.9% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.6M | 13.9% | |
| Great Gray Trust Company MyWayRetirement Index 2035 Fund N/A | Common Stocks | — | — | $1.3M | 11.2% | |
| MYWAYRTMT IDX 2035 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $1.3M | 11.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.2M | 10.6% | |
| MYWAYRETIREMENT LRG CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $913K | 7.9% | |
| Great Gray Trust Company MyWayRetirement Index Retirement Fund N/A | Common Stocks | — | — | $670K | 5.8% | |
| MYWAYRTMT IDX RETIREMENT RD GREAT GRAY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $670K | 5.8% | |
| MYWAYRETIREMENT LRG CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $598K | 5.2% | |
| Great Gray Trust Company MyWayRetirement Index 2025 Fund N/A | Common Stocks | — | — | $523K | 4.5% | |
| MYWAYRTMT IDX 2025 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065299 / PN 382 | Common Collective Trust | — | — | $523K | 4.5% | |
| MYWAYRETIREMENT CORE BOND R FD GREAT GRAY TRUST COMPANY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $489K | 4.2% | |
| BLACKROCK EAFE EZ IDX CI R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $464K | 4.0% | |
| Great Gray Trust Company MyWayRetirement Index 2030 Fund N/A | Common Stocks | — | — | $434K | 3.8% | |
| Great Gray Trust Company MyWayRetirement Index 2045 Fund N/A | Common Stocks | — | — | $429K | 3.7% | |
| MYWAYRTMT IDX 2045 FUND GREAT GRAY TRUST FUND · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $429K | 3.7% | |
| Great Gray Trust Company MyWayRetirement Index 2055 Fund N/A | Common Stocks | — | — | $377K | 3.3% | |
| MYWAYRTMT IDX 2055 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $377K | 3.3% | |
| Great Gray Trust Company MyWayRetirement Index 2040 Fund N/A | Common Stocks | — | — | $355K | 3.1% | |
| MYWAYRTMT IDX 2040 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $355K | 3.1% | |
| MYWAYRETIREMENT MID CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $347K | 3.0% | |
| BLACKROCK U.S. TIPS INDEX CL 1 GREAT GRAY TRUST COMPANY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $333K | 2.9% | |
| MYWAYRETIREMENT MID CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $318K | 2.8% | |
| BlackRock Advisors, LLC MyWayRetirement Emerging Markets R Fund N/A | Other securities | — | — | $305K | 2.6% | |
| MYWAYRETIREMENT EMERG MRKTS R GREAT GRAY TRUST COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $305K | 2.6% | |
| BLACKROCK RUSS 2000 IDX CI R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $213K | 1.8% | |
| Great Gray Trust Company MyWayRetirement Index 2050 Fund N/A | Common Stocks | — | — | $202K | 1.8% | |
| MYWAYRTMT IDX 2050 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $202K | 1.8% | |
| MYWAYRETIREMENT REAL ESTATE R GREAT GRAY TRUST COMPANY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $194K | 1.7% | |
| Great Gray Trust Company MyWayRetirement Index 2065 Fund N/A | Common Stocks | — | — | $86K | 0.7% | |
| MYWAYRTMT IDX 2065 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $86K | 0.7% | |
| Great Gray Trust Company MyWayRetirement Index 2060 Fund N/A | Common Stocks | — | — | $78K | 0.7% | |
| MYWAYRTMT IDX 2060 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $78K | 0.7% | |
| Notes receivable from participants * Participant loans Mature in approximately 1-3 years, 5.75%-9.50% interest rate -0- | Bonds / Notes | — | — | $41K | 0.4% | |
| BLACKROCK MID CAP EQ IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $35K | 0.3% | |
| MYWAYRETIREMENT MULTI-SEC BD R GREAT GRAY TRUST COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $5K | <0.1% | |
| MYWAYRETIREMENT COMMODITIES R GREAT GRAY TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT GLOBAL BOND R GREAT GRAY TRUST COMPANY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT INTERNATIONAL GREAT GRAY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT INTL GROWTH R GREAT GRAY TRUST COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $692 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
