Jonathan Horowitch signed Easterseals Serving DC/MD/VA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Easterseals Serving DC/MD/VA's EIN is 53-0212296.
Download the official 2024 Form 5500 (PDF) for Easterseals Serving DC/MD/VA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Easterseals Serving DC/MD/VA's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | INVESTMENT ADVISORY | — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Government Money Market Fund Mutual Fund NR | Cash / Money Market | — | — | $1.1M | 20.5% | |
| Vanguard Equity Income Fund Mutual Fund NR | Mutual Funds | — | — | $463K | 8.9% | |
| Alliance Bernstein Large Cap Growth Fund Mutual Fund NR | Other securities | — | — | $442K | 8.5% | |
| PIMCO Income Fund Mutual Fund NR | Mutual Funds | — | — | $442K | 8.5% | |
| Fidelity International Cap Appreciation Fund Mutual Fund NR | Mutual Funds | — | — | $357K | 6.9% | |
| Fidelity US Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $348K | 6.7% | |
| VARIOUS SUB-ACCOUNTS MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $345K | 6.6% | |
| PIMCO RAE International Fund Mutual Fund NR | Mutual Funds | — | — | $325K | 6.2% | |
| PGIM Total Return Bond Fund Mutual Fund NR | Other securities | — | — | $323K | 6.2% | |
| Fidelity 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $321K | 6.2% | |
| American Century Small Cap Value Fund Mutual Fund NR | Other securities | — | — | $241K | 4.6% | |
| Clearbridge Small Cap Growth Fund Mutual Fund NR | Other securities | — | — | $163K | 3.1% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $137K | 2.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $134K | 2.6% | |
| Fidelity VIP Contrafund Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $110K | 2.1% | |
| Mutual of America Clear Passage 2030 Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $54K | 1.0% | |
| Various, bearing interest from * Participant loans 5.25% - 10.50% - | Bonds / Notes | — | — | $49K | 0.9% | |
| Fidelity International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $42K | 0.8% | |
| Mutual of America Clear Passage 2045 Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $30K | 0.6% | |
| Mutual of America Equity Index Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $27K | 0.5% | |
| DWS Capital Growth VIP Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $22K | 0.4% | |
| Mutual of America Small Cap Growth Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $19K | 0.4% | |
| Fidelity VIP Mid Cap Portfolio Pooled Separate Account NR 526 Fidelity VIP Asset Manager Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $18K | 0.3% | |
| Mutual of America Small Cap Value Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $15K | 0.3% | |
| Fidelity VIP Equity-Income Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| Mutual of America Moderate Allocation Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| Mutual of America Mid Cap Equity Index Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $8K | 0.2% | |
| Mutual of America Aggressive Allocation Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $7K | 0.1% | |
| Mutual of America Interest Accumulation Account Guaranteed Investment Contract NR | Stable Value | — | — | $6K | 0.1% | |
| Calvert VP SRI Balanced Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| America Century VP Capital Appreciation Fund Pooled Separate Account NR 826 Vanguard VIF International Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Mutual of America All America Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Mutual of America Intermediate Bond Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Mutual of America Money Market Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Mutual of America Core Bond Fund Pooled Separate Account NR 219 Mutual of Balanced Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $1K | <0.1% |
