Kimberlee ELY signed Institute for Systems Biology's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Institute for Systems Biology's EIN is 91-2003593.
Download the official 2024 Form 5500 (PDF) for Institute for Systems Biology from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Institute for Systems Biology's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $13K | — |
| CHARLES SCHWAB BANK/TRUST COMPANY |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Value * Various 403(b) annuity contracts and custodial accounts | Other securities | — | — | $79.0M | 99.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | 1.5% | |
| Participant loans Interest rates of 4.25% - 9.50% - 0 - | Bonds / Notes | — | — | $154K | 0.2% |
| 82-3967259 |
| — |
| NONE |
| $5K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
