Timothy EGAN signed Bernard Osher Marin Jewish Community Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bernard Osher Marin Jewish Community Center's EIN is 68-0360243.
Download the official 2024 Form 5500 (PDF) for Bernard Osher Marin Jewish Community Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bernard Osher Marin Jewish Community Center's plan includes 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Mutual Funds | — | — | $2.3M | 30.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $1.0M | 13.2% | |
| Fidelity 500 Index Fund Fidelity 0 | Common Collective Trusts | — | — | $725K | 9.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $634K | 8.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $585K | 7.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | Mutual Funds | — | — | $446K | 5.8% | |
| Fidelity Capital & Income Fund Fidelity 0 | Mutual Funds | — | — | $335K | 4.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $251K | 3.3% | |
| MFS International Diversification R6 MFS 0 | Mutual Funds | — | — | $238K | 3.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $199K | 2.6% | |
| Vanguard GNMA Adm Vanguard 0 | Agency / Mortgage-Backed | — | — | $170K | 2.2% | |
| Schwab Health Care Fund Schwab 0 | Mutual Funds | — | — | $150K | 2.0% | |
| American Funds Bond Fund of Amer R6 American Funds 0 | Mutual Funds | — | — | $142K | 1.9% | |
| Vanguard Wellington Admiral Vanguard 0 | Mutual Funds | — | — | $140K | 1.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $130K | 1.7% | |
| American Funds Invmt Co of Amer R6 American Funds 0 | Mutual Funds | — | — | $106K | 1.4% | |
| Synthetic Cash Account Synthetic 0 154 Fidelity Total International Index Fidelity 0 | Mutual Funds | — | — | $47K | 0.6% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $12K | 0.2% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 517 Contribution Account Ascensus Trust Company 0 | 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.
