Yvonne Ramirez signed Albert Einstein College of Medicine's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Albert Einstein College of Medicine's EIN is 83-0621846.
Download the official 2024 Form 5500 (PDF) for Albert Einstein College of Medicine from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Albert Einstein College of Medicine's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $239K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $129.7M | 21.9% | |
| Prudential Guaranteed Interest Account | Other securities | — | — | $95.1M | 16.0% | |
| Vanguard US Growth Adm | Mutual Funds | — | — | $63.2M | 10.6% | |
| PIMCO Total Return Adm | Mutual Funds | — | — | $30.5M | 5.1% | |
| Janus Henderson Enterprise T | Mutual Funds | — | — | $29.2M | 4.9% | |
| MFS International Diversification R4 | Mutual Funds | — | — | $21.9M | 3.7% | |
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | — | $20.3M | 3.4% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $18.7M | 3.1% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $17.6M | 3.0% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $16.3M | 2.8% | |
| Fidelity International Index | Mutual Funds | — | — | $15.6M | 2.6% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $15.1M | 2.5% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $14.7M | 2.5% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $12.7M | 2.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $12.6M | 2.1% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $12.2M | 2.1% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $11.7M | 2.0% | |
| Parnassus Core Equity IS | Other securities | — | — | $10.6M | 1.8% | |
| Prudential Guaranteed Interest Separate Account | Pooled Separate Accounts | — | — | $9.8M | 1.7% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $6.4M | 1.1% | |
| Fidelity Capital & Income | Mutual Funds | — | — | $6.2M | 1.1% | |
| Vanguard Inflation Protected Adm | Mutual Funds | — | — | $5.8M | 1.0% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $4.7M | 0.8% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $3.6M | 0.6% | |
| Victory S Estb Value Class I | Other securities | — | — | $3.5M | 0.6% | |
| NOTES RECEIVABLE FROM PARTICIPANTS | Other securities | — | — | $2.3M | 0.4% | |
| NB Real Estate R6 | Other securities | — | — | $1.4M | 0.2% | |
| Fidelity Freedom Index Income IPR | Mutual Funds | — | — | $1.1M | 0.2% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $1.0M | 0.2% | |
| Fidelity Freedom Index 2015 IPR | Mutual Funds | — | — | $185K | <0.1% | |
| Fidelity Freedom Index 2010 IPR | Mutual Funds | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPFINANCIAL PARTNERS, LLC |
| 26-0058143 |
| — |
| INVESTMENT ADVISOR |
| $52K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | 27-1728945 | — | ACCOUNTANT/AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW LLP | 36-2152202 | — | ATTORNEY/LEGAL | $9K | — |
