Naples Botanical Garden, Inc.'s EIN is 65-0511429.
Download the official 2024 Form 5500 (PDF) for Naples Botanical Garden, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Naples Botanical Garden, Inc.'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.
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2045 FUND | Mutual Funds | — | — | $843K | 16.7% | |
| VANGUARD 500 INDEX FUND ADMIRAL SHARES | Common Collective Trusts | — | — | $410K | 8.1% | |
| VANGUARD TARGET RETIREMENT 2035 FUND | Mutual Funds | — | — | $361K | 7.2% | |
| VANGUARD TARGET RETIREMENT 2030 FUND | Mutual Funds | — | — | $329K | 6.5% | |
| VANGUARD TARGET RETIREMENT 2055 FUND | Mutual Funds | — | — | $310K | 6.2% | |
| VANGUARD TARGET RETIREMENT 2050 FUND | Mutual Funds | — | — | $265K | 5.3% | |
| VANGUARD TARGET RETIREMENT 2060 FUND | Mutual Funds | — | — | $264K | 5.2% | |
| VANGUARD GROWTH INDEX FUND ADMIRAL SHAR | Common Collective Trusts | — | — | $178K | 3.5% | |
| VANGUARD TARGET RETIREMENT 2025 FUND | Mutual Funds | — | — | $173K | 3.4% | |
| VANGUARD EQUITY-INCOME FUND ADMIRAL SHA | Mutual Funds | — | — | $158K | 3.1% | |
| VANGUARD SMALL-CAP INDEX FUND ADMIRAL S | Common Collective Trusts | — | — | $155K | 3.1% | |
| CREF STOCK R1 0 | Mutual Funds | — | — | $135K | 2.7% | |
| CREF MONEY MARKET R1 | Mutual Funds | — | — | $131K | 2.6% | |
| TIAA TRADITIONAL NON BENEFIT R | Mutual Funds | — | — | $131K | 2.6% | |
| VANGUARD TARGET RETIREMENT 2020 FUND | Mutual Funds | — | — | $95K | 1.9% | |
| VANGUARD INTERNATIONAL VALUE FUND INVES | Mutual Funds | — | — | $88K | 1.7% | |
| VANGUARD MID-CAP GROWTH INDEX FUND ADMI | Common Collective Trusts | — | — | $87K | 1.7% | |
| VANGUARD TARGET RETIREMENT 2065 FUND | Mutual Funds | — | — | $80K | 1.6% | |
| CREF GROWTH R1 | Mutual Funds | — | — | $78K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2040 FUND | Mutual Funds | — | — | $75K | 1.5% | |
| VANGUARD INTERNATIONAL GROWTH FUND ADMI | Mutual Funds | — | — | $72K | 1.4% | |
| CREF GLOBAL EQUITIES R1 | Mutual Funds | — | — | $54K | 1.1% | |
| VANGUARD FEDERAL MONEY MARKET FUND | Mutual Funds | — | — | $54K | 1.1% | |
| TIAA ACCESS NUVL EQUITY T4 773 TIAA ACCESS LG-CAP VAL T4 957 TIAA ACCESS LIFECYCLE 2030 T4 | Mutual Funds | — | — | $50K | 1.0% | |
| 0 PGIM HIGH YIELD FUND- CLASS R6 | Other securities | — | — | $45K | 0.9% | |
| VANGUARD INTERMEDIATE-TERM INVESTMENT-G | Mutual Funds | — | — | $44K | 0.9% | |
| TIAA ACCESS NUV Core Equity T4 | Mutual Funds | — | — | $37K | 0.7% | |
| TIAA ACCESS LIFECYCLE 2040 T4 | Mutual Funds | — | — | $34K | 0.7% | |
| VANGUARD SELECTED VALUE FUND INVESTOR S | Mutual Funds | — | — | $30K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $29K | 0.6% | |
| VANGUARD CASH RESERVES FEDERAL MONEY | Mutual Funds | — | — | $22K | 0.4% | |
| VANGUARD SHORT-TERM INVESTMENT-GRADE FU | Mutual Funds | — | — | $22K | 0.4% | |
| TIAA ACCESS MID-CAP VAL T4 928 TIAA ACCESS REAL EST SECS T4 403 TIAA ACCESS SM-CAP BL IDX T4 261 TIAA ACCESS QUANT SML CP EQ T4 293 BAIRD SHORT-TERM BOND INSTITUTIONAL | Common Collective Trusts | — | — | $22K | 0.4% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $22K | 0.4% | |
| Guggenheim Core Bond | Other securities | — | — | $22K | 0.4% | |
| VANGUARD INFLATION-PROTECTED SECURITIES | Mutual Funds | — | — | $22K | 0.4% | |
| CREF EQUITY INDEX R1 | Common Collective Trusts | — | — | $16K | 0.3% | |
| VANGUARD WELLESLEY INCOME FUND ADMIRAL | Mutual Funds | — | — | $14K | 0.3% | |
| VANGUARD TARGET RETIREMENT INCOME | Mutual Funds | — | — | $13K | 0.3% | |
| VANGUARD PARTICIPANT LOANS 9.5% | Mutual Funds | — | — | $10K | 0.2% | |
| TIAA ACCESS LIFECYCLE 2050 T4 | Mutual Funds | — | — | $7K | 0.1% | |
| CREF CORE BOND R1 | Mutual Funds | — | — | $7K | 0.1% | |
| CREF INFLATION-LINKED BOND R1 | Mutual Funds | — | — | $5K | <0.1% | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND AD | Common Collective Trusts | — | — | $5K | <0.1% | |
| VANGUARD GLOBAL EQUITY FUND | Mutual Funds | — | — | $3K | <0.1% | |
| CREF SOCIAL CHOICE R1 | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA TRADITIONAL BENEFIT RESPO | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Small Cap Growth Inst | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
