Russell Rabinowitz signed DUKE School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DUKE School's EIN is 58-1521494.
Download the official 2023 Form 5500 (PDF) for DUKE School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)DUKE School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GORDON ASSET MANAGEMENT | 42-1582751 | — | INVESTMENT ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.7M | 93.9% | |
| [Assets held in common collective trust] | Other | — | — | $482K | 5.2% | |
| METLIFE CONTRACT 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $482K | 5.2% | |
| [Assets held in participant loans] | Other | — | — | $87K | 0.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC | 56-2263714 | — | CONTRACT ADMINISTRATOR | $16K | — |
