Janet Santiago signed Robinson School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robinson School, Inc.'s EIN is 66-0367053.
Download the official 2024 Form 5500 (PDF) for Robinson School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robinson School, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER ANNUITY INS COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL | Mutual Funds | — | — | $2.2M | 31.7% | |
| COLUMBIA CONTRARIAN CORE | Mutual Funds | — | — | $1.7M | 24.1% | |
| Fixed Anuity KEY GUARANTEED PORTFOLIO | Other securities | — | — | $777K | 11.1% | |
| COLUMBIA MID CAP VALUE | Mutual Funds | — | — | $375K | 5.4% | |
| BROWN ADVISORY WINSLOWSUSTAINABILIT | Mutual Funds | — | — | $295K | 4.2% | |
| VANGUARD TOTAL INTERNATIONAL STOCK | Mutual Funds | — | — | $277K | 4.0% | |
| MAINSTAY CBRE REAL ESTATE | Mutual Funds | — | — | $195K | 2.8% | |
| AMERICAN FUNDS AMERICAN BALANCED | Mutual Funds | — | — | $195K | 2.8% | |
| AMERICAN FUNDS US GOV SEC | Mutual Funds | — | — | $166K | 2.4% | |
| AMERICAN FUNDS CAP WORLD GROWTH AND | Mutual Funds | — | — | $141K | 2.0% | |
| BLACKROCK NATURAL RESOURCES INV | Mutual Funds | — | — | $118K | 1.7% | |
| VIRTUS SEIX HIGH INCOME | Mutual Funds | — | — | $94K | 1.3% | |
| AMERICAN FUNDS NEW WORLD | Mutual Funds | — | — | $87K | 1.3% | |
| AMERICAN FUNDS SMALL CAP WORLD | Mutual Funds | — | — | $71K | 1.0% | |
| PIMCO GLOBAL ADVANTAGE STRAT BD | Mutual Funds | — | — | $68K | 1.0% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI | Mutual Funds | — | — | $45K | 0.6% | |
| BLACKROCK 8020 TARGET ALLOC | Mutual Funds | — | — | $28K | 0.4% | |
| FORFEITURE SUSPENSE ACCOUNT | Other securities | — | — | $23K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| COSULTIVA INTERNATIONAL, INC |
| — |
| GUAYNABO, PR |
| INVESTMENT ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| A & A EMPLOYEE BENEFITS CONSULTING | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
