Anthony M. Ward ESQ. signed Good Samaritan Shelter's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Good Samaritan Shelter's EIN is 77-0133375.
Download the official 2024 Form 5500 (PDF) for Good Samaritan Shelter from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Good Samaritan Shelter'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $2.6M | 43.9% | |
| Money Market Fund Federated Hermes U.S. Treasury Cash Reserves | Cash / Money Market | — | — | $1.2M | 20.8% | |
| PGIM High Yield Bond Fund | Other securities | — | — | $306K | 5.1% | |
| Schwab Treasury Inflation Protected Securities Index | U.S. Treasuries | — | — | $173K | 2.9% | |
| Empower US Government Securities Fund | Other securities | — | — | $170K | 2.8% | |
| Participant loans Participant loans maturing through January 2030 with interest of 4.25 - 9.50% | Bonds / Notes | — | — | $160K | 2.7% | |
| MFS Massachusetts Investors Growth Stock Fund | Mutual Funds | — | — | $157K | 2.6% | |
| TIAA-CREF Lifecycle Index 2045 | Mutual Funds | — | — | $138K | 2.3% | |
| TIAA-CREF Lifecycle Index 2055 | Mutual Funds | — | — | $130K | 2.2% | |
| TIAA-CREF Lifecycle Index 2025 | Mutual Funds | — | — | $119K | 2.0% | |
| Vanguard Short Term Federal Bond Fund | Mutual Funds | — | — | $108K | 1.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $105K | 1.8% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $93K | 1.6% | |
| TIAA-CREF Lifecycle Index Retirement Income ** 101 Vanguard Equity Income | Mutual Funds | — | — | $66K | 1.1% | |
| Vanguard Growth and Income | Mutual Funds | — | — | $62K | 1.0% | |
| Voya Intermediate Bond Fund | Other securities | — | — | $55K | 0.9% | |
| DFA International Small Cap Growth Portfolio | Mutual Funds | — | — | $43K | 0.7% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $37K | 0.6% | |
| DFA International Core Equity | Mutual Funds | — | — | $37K | 0.6% | |
| DFA Emerging Markets Portfolio Institutional Class | Mutual Funds | — | — | $36K | 0.6% | |
| MFS International Growth Fund Class R6 | Mutual Funds | — | — | $35K | 0.6% | |
| TIAA-CREF Lifecycle Index 2030 ** 108 TIAA-CREF Lifecycle Index 2035 | Mutual Funds | — | — | $23K | 0.4% | |
| TIAA-CREF Lifecycle Index 2060 | Mutual Funds | — | — | $19K | 0.3% | |
| Goldman Sachs Small Cap Value Insights | Other securities | — | — | $16K | 0.3% | |
| Delaware Ivy Delaware Ivy Mid Cap Growth Fund Class R6 | Other securities | — | — | $8K | 0.1% | |
| TIAA-CREF Lifecycle Index 2050 | Mutual Funds | — | — | $7K | 0.1% | |
| TIAA-CREF Lifecycle Index 2015 ** 71 TIAA-CREF Lifecycle Index 2020 | Mutual Funds | — | — | $7K | 0.1% | |
| TIAA-CREF Lifecycle Index 2040 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
