Amity Foundation's EIN is 77-0418201.
Download the official 2023 Form 5500 (PDF) for Amity Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Amity Foundation's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | SAN RAFAEL, CA | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $4.3M | 83.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $889K | 17.4% | |
| Voya Fixed Account | Other securities | — | — | $661K | 13.0% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $525K | 10.3% | |
| Federated Hermes Total Return Bond Fund R6 | Other securities | — | — | $330K | 6.5% | |
| Nuveen Lifecycle Index 2025 Fund F R6 | Mutual Funds | — | — | $322K | 6.3% | |
| Nuveen Lifecycle Index 2030 Fund F R6 | Mutual Funds | — | — | $257K | 5.1% | |
| American Century Investments Focused Dynamic | Other securities | — | — | $213K | 4.2% | |
| Principal Equity Income Fund | Other securities | — | — | $206K | 4.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $167K | 3.3% | |
| Nuveen Lifecycle Index 2045 Fund F R6 | Mutual Funds | — | — | $153K | 3.0% | |
| Nuveen Lifecycle Index 2040 Fund F R6 | Mutual Funds | — | — | $148K | 2.9% | |
| Nuveen Lifecycle Index 2035 Fund F R6 | Mutual Funds | — | — | $146K | 2.9% | |
| Franklin Small-Mid Cap Growth R6 | Mutual Funds | — | — | $129K | 2.5% | |
| Pioneer Balanced ESG Fund K | Other securities | — | — | $111K | 2.2% | |
| Participant loans Participant loans, interest at rates ranging from 5.25% to 0 | Bonds / Notes | — | — | $107K | 2.1% | |
| Nuveen Lifecycle Index 2050 Fund F R6 | Mutual Funds | — | — | $103K | 2.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $96K | 1.9% | |
| Calvert International Responsible Index Fund (I) | Common Collective Trusts | — | — | $89K | 1.8% | |
| Praxis Impact Bond Fund Class A | U.S. Treasuries | — | — | $87K | 1.7% | |
| Calvert US Large-Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $84K | 1.7% | |
| Nuveen Lifecycle Index 2055 Fund F R6 | Mutual Funds | — | — | $78K | 1.5% | |
| Nuveen Lifecycle Index 2060 Fund F R6 | Mutual Funds | — | — | $36K | 0.7% | |
| Macq Mid Cap Income Opportunities Fund | Other securities | — | — | $27K | 0.5% | |
| Nuveen Lifecycle Index 2015 Fund F R6 527 Nuveen Lifecycle Index 2020 Fund F R6 | Mutual Funds | — | — | $19K | 0.4% | |
| Nuveen Lifecycle Retirement Income Fund F R6 | Mutual Funds | — | — | $14K | 0.3% | |
| Lord Abbett Develop Growth Fund R6 | Mutual Funds | — | — | $13K | 0.3% | |
| Voya Gov Money Market Fund | Cash / Money Market | — | — | $6K | 0.1% | |
| Nuveen Lifecycle Index 2010 Fund F R6 | Mutual Funds | — | — | $5K | 0.1% | |
| Growth American Century Small Cap Value Fund R6 | Other securities | — | — | $4K | <0.1% | |
| Calvert US Mid-Cap Core Responsible Index Fund (I) | Common Collective Trusts | — | — | $1K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund F R6 | Mutual Funds | — | — | $1K | <0.1% |
