Carolyn Wall signed The British Embassy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The British Embassy's EIN is 52-2150359.
Download the official 2024 Form 5500 (PDF) for The British Embassy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The British Embassy's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INS. COMPANY | 39-0989781 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVSTMNT ADVISORY - PLAN | $44K | — |
| MESIROW FINANCIAL, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS EUROPACIFIC GR RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $30.0M | 64.5% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $1.9M | 4.0% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $1.9M | 4.0% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $1.1M | 2.3% | |
| JPMORGAN EQT INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | — | — | $1.1M | 2.3% | |
| State Street Russell Large Cap Growth Index | Other securities | — | — | $1.0M | 2.2% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $1.0M | 2.2% | |
| Vanguard LifeStrategy Growth | Mutual Funds | — | — | $1.0M | 2.2% | |
| ALGER CAPITAL APPRECIATION RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $1.0M | 2.2% | |
| Prudential Total Return Bond | Other securities | — | — | $832K | 1.8% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 902 | Pooled Separate Account | — | — | $832K | 1.8% | |
| Fixed Annuity Contract | Other securities | — | — | $726K | 1.6% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $644K | 1.4% | |
| Blackrock High Yield Bond | Other securities | — | — | $632K | 1.4% | |
| INVESCO COMSTOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 848 | Pooled Separate Account | — | — | $632K | 1.4% | |
| American Funds New Perspective | Mutual Funds | — | — | $613K | 1.3% | |
| AMERICAN FUNDS WASH MUTUAL INVST RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $613K | 1.3% | |
| JPMorgan Equity Income | Other securities | — | — | $550K | 1.2% | |
| PRUDENTIAL TOTAL RETRN BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 880 | Pooled Separate Account | — | — | $550K | 1.2% | |
| Invesco Equally-Weighted S&P 500 | Common Collective Trusts | — | — | $536K | 1.2% | |
| MACQUARIE MID CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 115 | Pooled Separate Account | — | — | $536K | 1.2% | |
| American Funds Washington Mutual Investors | Mutual Funds | — | — | $517K | 1.1% | |
| BLACKROCK HIGH YIELD PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 846 | Pooled Separate Account | — | — | $517K | 1.1% | |
| MFS International Diversification | Mutual Funds | — | — | $481K | 1.0% | |
| AMERICAN FUNDS BOND FUND OF AMERICA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 124 | Pooled Separate Account | — | — | $481K | 1.0% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $471K | 1.0% | |
| Alger Capital Appreciation | Other securities | — | — | $429K | 0.9% | |
| INVESCO EQUALLY-WEIGHTED S&P 500 RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 092 | Pooled Separate Account | — | — | $429K | 0.9% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $397K | 0.9% | |
| AMERICAN FUNDS FUNDMNTL INVST RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $397K | 0.9% | |
| American Funds New World | Mutual Funds | — | — | $371K | 0.8% | |
| DFA U.S. SM CAP PORT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $371K | 0.8% | |
| T. Rowe Price International Discovery | Other securities | — | — | $317K | 0.7% | |
| ALLSPRING SPECIAL SM CAP VAL RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 930 | Pooled Separate Account | — | — | $317K | 0.7% | |
| Invesco Common Stock | Mutual Funds | — | — | $303K | 0.7% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 865 | Pooled Separate Account | — | — | $303K | 0.7% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $274K | 0.6% | |
| DFA Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $268K | 0.6% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $268K | 0.6% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $255K | 0.5% | |
| JPMORGAN MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 116 | Pooled Separate Account | — | — | $252K | 0.5% | |
| Allspring Special Small Cap Value | Other securities | — | — | $252K | 0.5% | |
| TRANSAMERICA PARTNERS STCK INDEX RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 945 | Pooled Separate Account | — | — | $252K | 0.5% | |
| American Funds Fundmental Investors | Mutual Funds | — | — | $243K | 0.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 843 | Pooled Separate Account | — | — | $243K | 0.5% | |
| Janus Henderson Triton | Mutual Funds | — | — | $234K | 0.5% | |
| JPMORGAN LRG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $234K | 0.5% | |
| DFA U.S. Small Cap Portfolio | Mutual Funds | — | — | $231K | 0.5% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 725 | Pooled Separate Account | — | — | $231K | 0.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $219K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVSTMNT ADVISORY - PLAN |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIGLOBAL PENSION PLANNING, INC. | 13-3601506 | — | TPA | $30K | — |
