Montefiore Einstein Advanced Care's EIN is 86-3090734.
Download the official 2024 Form 5500 (PDF) for Montefiore Einstein Advanced Care from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montefiore Einstein Advanced Care's plan includes profit-sharing, a 401(k) feature, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Fidelity Freedom Index 2030 IPR | Mutual Funds | — | $16K | $327K | 15.1% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | $10K | $238K | 11.0% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | $9K | $233K | 10.8% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | $11K | $231K | 10.7% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | $9K | $218K | 10.1% | |
| Fidelity 500 Index 793 | Common Collective Trusts | — | — | $162K | 7.5% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | $6K | $119K | 5.5% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | $5K | $118K | 5.5% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | $6K | $105K | 4.9% | |
| 9.50% with maturities through 2030 | Bonds / Notes | — | — | $102K | 4.7% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $1K | $84K | 3.9% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | $4K | $57K | 2.6% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | $2K | $31K | 1.4% | |
| Janus Henderson Enterprise N 165 | Mutual Funds | — | — | $24K | 1.1% | |
| Invesco Discovery R6 186 | Mutual Funds | — | — | $23K | 1.1% | |
| American Funds New World R6 274 | Mutual Funds | — | — | $21K | 1.0% | |
| PIMCO Income Fund Institutional 470 | Mutual Funds | — | — | $5K | 0.2% | |
| Vangaurd Equity Income Admiral 29 | Other securities | — | — | $3K | 0.1% | |
| MONEY MARKET FUND * Fidelity Government Money Market Fund | Mutual Funds | — | $2K | $2K | <0.1% | |
| Fidelity Freedom Index 2015 IPR 128 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Index 42 | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity Small Cap Index 51 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
