Bradley Fagerstrom signed National Marrow Donor Program's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Marrow Donor Program's EIN is 84-0865803.
Download the official 2023 Form 5500 (PDF) for National Marrow Donor Program from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)National Marrow Donor Program's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $258K | — |
| CHRISTENSEN GROUP FINANCIAL, LLC | 87-4130828 | — | RECORDKEEPER/BOOKKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2045 Fund N/R | Other securities | — | — | $15.7M | 11.0% | |
| Blackrock Lifepath Index 2050 Fund N/R | Other securities | — | — | $14.7M | 10.3% | |
| Blackrock Lifepath Index 2035 Fund N/R | Other securities | — | — | $14.5M | 10.2% | |
| Vanguard Total Stock Market Index Fund N/R | Common Collective Trusts | — | — | $13.0M | 9.1% | |
| Blackrock Lifepath Index 2040 Fund N/R | Other securities | — | — | $12.6M | 8.8% | |
| Blackrock Lifepath Index 2055 Fund N/R | Other securities | — | — | $12.3M | 8.6% | |
| Blackrock Lifepath Index 2030 Fund N/R | Other securities | — | — | $10.4M | 7.2% | |
| AB Large Capital Growth Z Fund N/R | Other securities | — | — | $7.9M | 5.5% | |
| Blackrock Lifepath Index 2060 Fund N/R | Other securities | — | — | $6.9M | 4.8% | |
| Putnam Large Cap Value Fund N/R | Mutual Funds | — | — | $5.8M | 4.1% | |
| Vanguard Total International Stock Index Fund N/R | Common Collective Trusts | — | — | $5.1M | 3.6% | |
| Blackrock Lifepath Index 2025 Fund N/R | Other securities | — | — | $4.7M | 3.3% | |
| Vanguard Small Cap Value Index Adm Fund N/R | Mutual Funds | — | — | $4.4M | 3.1% | |
| Conestoga Capital Small Cap Fund N/R | Mutual Funds | — | — | $3.3M | 2.3% | |
| Fully Benefit-Responsive Investment Contract * The Standard Insurance Standard Stable Asset II Fund N/R | Other securities | — | — | $2.7M | 1.9% | |
| Baird Aggregate Bond Institutional Fund N/R | Other securities | — | — | $2.1M | 1.5% | |
| Blackrock Lifepath Index Retirement Fund N/R | Other securities | — | — | $1.8M | 1.3% | |
| PIMCO Income Institutional Fund N/R | Mutual Funds | — | — | $1.5M | 1.1% | |
| Company * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $1.1M | 0.7% | |
| Wasatch Int'l Growth Fund N/R | Other securities | — | — | $1.0M | 0.7% | |
| Blackrock Lifepath Index 2065 Fund N/R | Other securities | — | — | $952K | 0.7% | |
| Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $497K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR INVESTMENT MANAGEMENT L |
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401(K) ADVISORS, INC. | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
