VU TRAN signed Penn-MAR Organization, Inc. DBA Penn-MAR Human Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penn-MAR Organization, Inc. DBA Penn-MAR Human Services' EIN is 52-1207942.
Download the official 2024 Form 5500 (PDF) for Penn-MAR Organization, Inc. DBA Penn-MAR Human Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penn-MAR Organization, Inc. DBA Penn-MAR Human Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS | 82-5320133 | — | INVESTMENT ADVISORY | $34K | — |
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 Group VANGUARD TGT RMT 2035 INV FUND - | Mutual Funds | — | — | $3.2M | 16.7% | |
| Vanguard Group VANGUARD TGT RMT 2030 INV FUND - | Mutual Funds | — | — | $2.1M | 11.0% | |
| Vanguard Group VANGUARD TGT RMT 2045 INV FUND - | Mutual Funds | — | — | $1.8M | 9.3% | |
| Vanguard Group Vanguard 500 Index Admiral Fd - | Common Collective Trusts | — | — | $1.4M | 7.5% | |
| Vanguard Group VANGUARD TGT RMT 2040 INV FUND - | Mutual Funds | — | — | $1.4M | 7.1% | |
| Vanguard Group VANGUARD TGT RMT 2055 INV FUND - | Mutual Funds | — | — | $1.3M | 6.8% | |
| Vanguard Group VANGUARD TGT RMT 2025 INV FUND - | Mutual Funds | — | — | $1.2M | 6.5% | |
| Vanguard Group VANGUARD TGT RMT 2050 INV FUND - | Mutual Funds | — | — | $1.0M | 5.4% | |
| Vanguard Group Vanguard Growth Index Adm Fund - | Mutual Funds | — | — | $841K | 4.4% | |
| Principal Life Insurance Company Prin Fixed Inc Guar Option - | Common Stocks | — | — | $724K | 3.8% | |
| Vanguard Group VANGUARD TGT RMT 2020 INV FUND - | Mutual Funds | — | — | $633K | 3.3% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd - | Mutual Funds | — | — | $624K | 3.3% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund - | Mutual Funds | — | — | $565K | 3.0% | |
| Participant Loans Notes Receivable with Interest Rates of 5.25% to 9.75% - | Bonds / Notes | — | — | $493K | 2.6% | |
| Vanguard Group VANGUARD TGT RMT 2060 INV FUND - | Mutual Funds | — | — | $430K | 2.3% | |
| Vanguard Group VANGUARD TGT RMT INC INV FUND - | Mutual Funds | — | — | $331K | 1.7% | |
| Vanguard Group Vanguard Equity-Inc Adm Fund - | Mutual Funds | — | — | $308K | 1.6% | |
| Vanguard Group Vanguard Ttl Bd Mkt Idx Adm Fd - | Common Collective Trusts | — | — | $226K | 1.2% | |
| Vanguard Group VANGUARD TGT RMT 2065 INV FUND - | Mutual Funds | — | — | $157K | 0.8% | |
| Dimensional Fund Advisors DFA Global Real Estate Sc I Fd - | Mutual Funds | — | — | $135K | 0.7% | |
| Vanguard Group Vanguard Ttl Intl Bond Idx Adm Fd - | Common Collective Trusts | — | — | $76K | 0.4% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd - | Mutual Funds | — | — | $38K | 0.2% | |
| Dimensional Fund Advisors DFA Emerg Mkt Core Eqty I Fd - | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard Group VANGUARD TGT RMT 2070 INV FUND - | Mutual Funds | — | — | $6K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $6K | <0.1% | |
| Mutual of America Life Ins. Co Mutual of America Core Bond Fund - 626 * Mutual of America Life Ins. Co Mutual of America Equity Index Fd - 215 * Mutual of America Life Ins. Co Mutual of America Interest Accumulation - | Common Collective Trusts | — | — | $5K | <0.1% | |
| Mutual of America Life Ins. Co Fidelity VIP Contrafund Port - 300 Metropolitan Life Insurance Co Metro West Ttl Rtn Bd I Fund - | Mutual Funds | — | — | $3K | <0.1% | |
| Mutual of America Life Ins. Co Mutual of America Aggressive Alloc - | Common Stocks | — | — | $2K | <0.1% | |
| MUTUAL OF AMERICA INTEREST ACCUMLA MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT , LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $9K | — |
