Gamaliel Rivera signed Baldwin School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baldwin School's EIN is 66-0272821.
Download the official 2023 Form 5500 (PDF) for Baldwin School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Baldwin School's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | 66-0561870 | — | TRUSTEE/RECORDKEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | — | $3.8M | 33.4% | |
| PIMCO TOTAL RETURN ADMIN MUTUAL FUNDS | Mutual Funds | — | — | $1.8M | 15.4% | |
| T ROWE PRICE RETIREMENT 2040 ADV MUTUAL FUNDS | Mutual Funds | — | — | $758K | 6.6% | |
| T ROWE PRICE GROWTH STOCK ADV MUTUAL FUNDS | Mutual Funds | — | — | $740K | 6.4% | |
| T ROWE PRICE RETIREMENT 2045 ADV MUTUAL FUNDS | Mutual Funds | — | — | $631K | 5.5% | |
| T ROWE PRICE RETIREMENT 2050 ADV MUTUAL FUNDS | Mutual Funds | — | — | $610K | 5.3% | |
| T ROWE PRICE RETIREMENT 2035 ADV MUTUAL FUNDS | Mutual Funds | — | — | $568K | 4.9% | |
| INVESCO VAN KAMPEN COMSTOCK FUND A MUTUAL FUNDS | Mutual Funds | — | — | $438K | 3.8% | |
| T ROWE PRICE RETIREMENT 2025 ADV MUTUAL FUNDS | Mutual Funds | — | — | $297K | 2.6% | |
| T ROWE PRICE RETIREMENT 2020 ADV MUTUAL FUNDS | Mutual Funds | — | — | $268K | 2.3% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R MUTUAL FUNDS | Mutual Funds | — | — | $251K | 2.2% | |
| COLUMBIA SMALL CAP INDEX A FUND MUTUAL FUNDS | Other securities | — | — | $222K | 1.9% | |
| T ROWE PRICE RETIREMENT 2055 ADV MUTUAL FUNDS | Mutual Funds | — | — | $217K | 1.9% | |
| PIMCO FOREIGN BOND MUTUAL FUNDS | Mutual Funds | — | — | $196K | 1.7% | |
| T ROWE PRICE RETIREMENT 2030 ADV MUTUAL FUNDS | Mutual Funds | — | — | $185K | 1.6% | |
| LORD ABBETT SHORT DURATION INCOME A MUTUAL FUNDS | Mutual Funds | — | — | $177K | 1.5% | |
| T ROWE PRICE RETIREMENT 2015 ADV MUTUAL FUNDS | Mutual Funds | — | — | $115K | 1.0% | |
| FEDERATED TRUST FOR US TREASURY OBL FEDERATED TRUST FOR US TREASURY OBL | U.S. Treasuries | — | — | $93K | 0.8% | |
| TIME DEPOSIT OPEN ACCOUNT BPPR CASH & CASH EQUIVALENTS | Cash / Money Market | — | — | $83K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
