Sarah Tipton signed Bishop Gadsden Episcopal Retirement Community's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bishop Gadsden Episcopal Retirement Community's EIN is 57-0337132.
Download the official 2024 Form 5500 (PDF) for Bishop Gadsden Episcopal Retirement Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bishop Gadsden Episcopal Retirement Community's plan includes automatic enrollment, 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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $2.5M | 19.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $1.9M | 15.0% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $1.9M | 14.9% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $1.0M | 8.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $1.0M | 7.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $898K | 7.0% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $864K | 6.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $717K | 5.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $631K | 4.9% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $299K | 2.3% | |
| American Century Growth R6 American Century 0 | Other securities | — | — | $216K | 1.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $209K | 1.6% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $187K | 1.5% | |
| American Funds American Balanced R6 American Funds 0 353 American Funds US Government Sec R6 American Funds 0 603 BlackRock Liquidity Funds FedFund Instl BlackRock 0 | Mutual Funds | — | — | $151K | 1.2% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $75K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 369 | Common Collective Trust | — | — | $43K | 0.3% | |
| American Funds New World R6 American Funds 0 | Mutual Funds | — | — | $42K | 0.3% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $39K | 0.3% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $33K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 316 | Common Collective Trust | — | — | $32K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $24K | 0.2% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | Mutual Funds | — | — | $21K | 0.2% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $14K | 0.1% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $11K | <0.1% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | Mutual Funds | — | — | $4K | <0.1% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | Mutual Funds | — | — | $2K | <0.1% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| (CL) Invesco Discovery R6 Invesco 0 | Mutual Funds | — | — | $2K | <0.1% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $1K | <0.1% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $660 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
