Rebekah McNair signed Siskin Memorial Foundation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Siskin Memorial Foundation's EIN is 59-1781637.
Download the official 2023 Form 5500 (PDF) for Siskin Memorial Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Siskin Memorial Foundation's plan includes profit-sharing, a 403(b) annuity, automatic enrollment, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENJAMIN F EDWARDS COMPANY | 26-3199152 | — | NONE | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.0M | 92.5% | |
| T. Rowe Price Retirement 2035 Fund Advisor Class Mutual Fund N/A | Other securities | — | — | $822K | 18.9% | |
| T. Rowe Price Retirement 2055 Fund Advisor Class Mutual Fund N/A | Other securities | — | — | $671K | 15.5% | |
| T. Rowe Price Retirement 2060 Fund Advisor Class Mutual Fund N/A | Other securities | — | — | $510K | 11.8% | |
| T. Rowe Price Retirement 2050 Fund Advisor Class Mutual Fund N/A | Other securities | — | — | $509K | 11.7% | |
| T. Rowe Price Retirement 2045 Fund Advisor Class Mutual Fund N/A | Other securities | — | — | $457K | 10.5% | |
| T. Rowe Price Retirement 2030 Fund Advisor Class Mutual Fund N/A | Other securities | — | — | $243K | 5.6% | |
| T. Rowe Price Retirement 2040 Fund Advisor Class Mutual Fund N/A | Other securities | — | — | $242K | 5.6% | |
| T. Rowe Price Retirement 2010 Fund Advisor Class Mutual Fund N/A 773 * T. Rowe Price Retirement 2015 Fund Advisor Class Mutual Fund N/A 260 * T. Rowe Price Retirement 2020 Fund Advisor Class Mutual Fund N/A | Other securities | — | — | $224K | 5.2% | |
| T. Rowe Price Retirement 2065 Fund Advisor Class Mutual Fund N/A | Other securities | — | — | $198K | 4.6% | |
| Fidelity Growth Company Fund Mutual Fund N/A | Mutual Funds | — | — | $127K | 2.9% | |
| T. Rowe Price Retirement 2025 Fund Advisor Class Mutual Fund N/A | Other securities | — | — | $104K | 2.4% | |
| Fidelity Blue Chip Growth Fund Mutual Fund N/A | Mutual Funds | — | — | $94K | 2.2% | |
| Columbia Mid Cap Index A Mutual Fund N/A 178 * Columbia Small Cap Index A Mutual Fund N/A | Other securities | — | — | $25K | 0.6% | |
| Fidelity Freedom 2045K Fund Mutual Fund N/A | Mutual Funds | — | — | $17K | 0.4% | |
| AUL Stable Value Fund Collective Trust Fund N/A | Stable Value | — | — | $12K | 0.3% | |
| Fidelity Freedom 2035K Fund Mutual Fund N/A 884 * Fidelity Small Cap Growth Fund Mutual Fund N/A | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity Leveraged Company Stock Fund Mutual Fund N/A | Mutual Funds | — | — | $8K | 0.2% | |
| Fidelity Retirement Money Market Fund Money Market Fund N/A | Mutual Funds | — | — | $7K | 0.2% | |
| Fidelity Freedom 2040K Fund Mutual Fund N/A 756 * Fidelity Value Discovery Fund Mutual Fund N/A | Mutual Funds | — | — | $6K | 0.1% | |
| Fidelity Capital & Income Fund Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Puritan Fund Mutual Fund N/A 357 * Fidelity Equity Income Fund Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Asset Manager 50% Fund Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity International Discovery Fund Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom 2050K Fund Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom 2030K Fund Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| State Street Equity 500 Index Adm Fund Mutual Fund N/A | Common Collective Trusts | — | — | $2K | <0.1% | |
| American Funds Washington Mutual R4 Mutual Fund N/A 732 * American Funds American Balanced Fund Mutual Fund N/A | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom 2025K Fund Mutual Fund N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
