Bruce Kaldenbach signed S.P.J.S.T. Rest Home's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S.P.J.S.T. Rest Home's EIN is 74-1304505.
Download the official 2022 Form 5500 (PDF) for S.P.J.S.T. Rest Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)S.P.J.S.T. Rest Home's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRIC ADVISORS LLC | 81-0708444 | — | ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2025 Fund Registered Investment Companies | Mutual Funds | — | — | $166K | 22.9% | |
| Schwab S&P 500 Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $61K | 8.4% | |
| TIAA-CREF Lifecycle Index 2040 Fund Registered Investment Companies | Mutual Funds | — | — | $60K | 8.3% | |
| Common/Collective Trust | Common Collective Trusts | — | — | $51K | 7.0% | |
| METLIFE GAC 25554-FEE CLASS J WILMINGTON TRUST · EIN 26-0142858 / PN 004 | Common Collective Trust | — | — | $51K | 7.0% | |
| Schwab US Mid-Cap ETF Registered Investment Companies | Mutual Funds | — | — | $50K | 6.8% | |
| Vanguard Mid-Cap Value Index Admiral Fund Registered Investment Companies | Mutual Funds | — | — | $43K | 6.0% | |
| Vanguard Intermediate-Term Corporate Bond ETF Registered Investment Companies | Mutual Funds | — | — | $32K | 4.4% | |
| TIAA-CREF Lifecycle Index 2050 Fund Registered Investment Companies | Mutual Funds | — | — | $26K | 3.6% | |
| DFA Real Estate Securities Portfolio International Class Registered Investment Companies | Mutual Funds | — | — | $26K | 3.6% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Registered Investment Companies | Mutual Funds | — | — | $25K | 3.5% | |
| TIAA-CREF Lifecycle Index 2030 Fund Registered Investment Companies | Mutual Funds | — | — | $24K | 3.3% | |
| TIAA-CREF Large-Cap Value Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $20K | 2.8% | |
| SPDR Portfolio Long Term Treasury ETF Registered Investment Companies | Other securities | — | — | $20K | 2.8% | |
| TIAA-CREF Large-Cap Growth Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $20K | 2.7% | |
| Vanguard Mid-Cap Growth Index Admiral Fund Registered Investment Companies | Mutual Funds | — | — | $16K | 2.2% | |
| TIAA-CREF Lifecycle Index 2035 Fund Registered Investment Companies | Mutual Funds | — | — | $15K | 2.1% | |
| Schwab US Small-Cap ETF Registered Investment Companies | Mutual Funds | — | — | $14K | 1.9% | |
| Vanguard Short-Term Corporate Bond ETF Registered Investment Companies | Mutual Funds | — | — | $12K | 1.7% | |
| TIAA-CREF Lifecycle Index Retirement Income Fund Registered Investment Companies | Mutual Funds | — | — | $10K | 1.3% | |
| WisdomTree Emerg Mkt Ex-St Ow Registered Investment Companies | Other securities | — | — | $8K | 1.1% | |
| IShares TR/MSCI EAFE Small Cap Registered Investment Companies | Mutual Funds | — | — | $6K | 0.9% | |
| Schwab International Equity ETF Registered Investment Companies | Mutual Funds | — | — | $5K | 0.7% | |
| Vanguard Short-Term Federal Fund Admiral Shares Registered Investment Companies | Mutual Funds | — | — | $5K | 0.7% | |
| TIAA-CREF Lifecycle Index 2020 Fund Registered Investment Companies | Mutual Funds | — | — | $4K | 0.5% | |
| TIAA-CREF Lifecycle Index 2045 Fund Registered Investment Companies | Mutual Funds | — | — | $3K | 0.4% | |
| TIAA-CREF Lifecycle Index 2060 Fund Registered Investment Companies | Mutual Funds | — | — | $2K | 0.2% | |
| TIAA-CREF Lifecycle Index 2055 Fund Registered Investment Companies | Mutual Funds | — | — | $2K | 0.2% | |
| Variable Money Market Sweep 50 * Interest Bearing Cash | Cash / Money Market | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
