Denise Perez signed South Texas Lighthouse for the Blind's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
South Texas Lighthouse for the Blind's EIN is 74-1495894.
Download the official 2023 Form 5500 (PDF) for South Texas Lighthouse for the Blind from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)South Texas Lighthouse for the Blind'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 | — | RECORD KEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NGC 2021-2030 CONSERVATIVE INST NGC 0 | Other securities | — | — | $2.2M | 22.2% | |
| Vanguard Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $1.3M | 13.2% | |
| NGC 2021-2030 MODERATE INST NGC 0 | Other securities | — | — | $1.2M | 12.1% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $1.1M | 11.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $836K | 8.3% | |
| JPMorgan Core Plus Bond R6 JPMorgan 0 | Other securities | — | — | $620K | 6.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | Common Collective Trusts | — | — | $595K | 5.9% | |
| Columbia Small Cap Index Instl Columbia 0 | Other securities | — | — | $501K | 5.0% | |
| NGC 2031-2040 MODERATE INST NGC 0 | Other securities | — | — | $447K | 4.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Mutual Funds | — | — | $250K | 2.5% | |
| NGC 2031-2040 CONSERVATIVE INST NGC 0 | Other securities | — | — | $212K | 2.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $190K | 1.9% | |
| NGC 2041-2050 AGGRESSIVE INST NGC 0 | Other securities | — | — | $127K | 1.3% | |
| NGC 2041-2050 MODERATE INST NGC 0 | Other securities | — | — | $105K | 1.0% | |
| NGC 2051-2060 CONSERVATIVE PORT - INSTL NGC 0 | Other securities | — | — | $69K | 0.7% | |
| NGC 2021-2030 AGGRESSIVE INST NGC 0 | Other securities | — | — | $60K | 0.6% | |
| NGC 2041-2050 CONSERVATIVE INST NGC 0 | Other securities | — | — | $57K | 0.6% | |
| NGC 2011-2020 MODERATE INSTE NGC 0 | Other securities | — | — | $49K | 0.5% | |
| BNY Mellon Global Fixed Income I BNY Mellon 0 | Other securities | — | — | $25K | 0.2% | |
| NGC 2011-2020 AGGRESSIVE INST NGC 0 | Other securities | — | — | $20K | 0.2% | |
| NGC 2011-2020 CONSERVATIVE INST NGC 0 | Other securities | — | — | $17K | 0.2% | |
| NGC 2051-2060 MODERATE PORT - INSTL NGC 0 | Other securities | — | — | $11K | 0.1% | |
| NGC 2051-2060 AGGRESSIVE PORT - INSTL NGC 0 | Other securities | — | — | $3K | <0.1% | |
| NGC 2031-2040 AGGRESSIVE INST NGC 0 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
