Eleanor Tarvin signed Robert W. Woodruff ARTS Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert W. Woodruff ARTS Center, Inc.'s EIN is 58-0633971.
Download the official 2024 Form 5500 (PDF) for Robert W. Woodruff ARTS Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert W. Woodruff ARTS Center, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $24K | — |
| SMITH & HOWARD, PC | 58-1250486 | — | NONE | $23K | — |
| JLM ACTUARIAL, LLC | 82-3763658 | — | NONE | $21K | — |
| TRUIST BANK | 56-1074313 | — | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Long-Term Investment Grade Fund | Mutual Funds | — | $5.9M | $4.3M | 27.6% | |
| Dodge & Cox Income Fd | Mutual Funds | — | $4.1M | $4.1M | 26.4% | |
| American Funds Europacific Growth Fd Cl R-6 | Mutual Funds | — | $1.5M | $1.5M | 10.0% | |
| Eaton Vance Floating-Rate Fd Fl I | Other securities | — | $1.4M | $1.4M | 9.2% | |
| Vanguard 500 Index Fd Cl Adm | Common Collective Trusts | — | $395K | $1.0M | 6.6% | |
| Vanguard Mid-Cap Index Fd Cl Adm | Mutual Funds | — | $591K | $871K | 5.6% | |
| Cohen & Steers Realty Shares, Inc. Cl L | Common Stocks | — | $783K | $788K | 5.1% | |
| DFA U.S. Small Cap Portfolio Cl Instl | Mutual Funds | — | $394K | $588K | 3.8% | |
| Driehaus Emerging Markets Growth Fund | Other securities | — | $353K | $382K | 2.5% | |
| Federated Hermes Treasury Obligation Mmkt Instl | Other securities | — | $211K | $211K | 1.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
