Nancy del Villar VIVE signed Seattle Theatre Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Seattle Theatre Group's EIN is 94-3130227.
Download the official 2024 Form 5500 (PDF) for Seattle Theatre Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Seattle Theatre Group'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 |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | SEATTLE, WA | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Prem N/R | Common Collective Trusts | — | — | $1.7M | 16.0% | |
| JPMorgan Large Cap Growth Fund I N/R | Other securities | — | — | $868K | 8.3% | |
| American Funds 2035 Trgt Date Retire Fund N/R | Mutual Funds | — | — | $766K | 7.3% | |
| Vanguard Extended Market Idx Fund Adm N/R | Common Collective Trusts | — | — | $698K | 6.6% | |
| Vanguard Equity-Income Adm N/R | Mutual Funds | — | — | $573K | 5.4% | |
| Shares Vanguard Information Technology Idx Adm N/R | Common Collective Trusts | — | — | $526K | 5.0% | |
| Vanguard Total Intl Stock Index Adm N/R | Mutual Funds | — | — | $515K | 4.9% | |
| American Funds Europacific Growth N/R | Mutual Funds | — | — | $510K | 4.8% | |
| PGIM Jennison Small Company Fund N/R | Common Stocks | — | — | $482K | 4.6% | |
| Vanguard Total Bond Market Index Adm N/R | Mutual Funds | — | — | $463K | 4.4% | |
| Group Annuity Contract Standard Insurance Company Stable Asset Fund III N/R | Common Stocks | — | — | $451K | 4.3% | |
| Franklin Small Cap Value CL R6 N/R | Mutual Funds | — | — | $363K | 3.4% | |
| MFS New Discovery Fund R6 N/R | Mutual Funds | — | — | $362K | 3.4% | |
| American Funds 2045 Trgt Date Retire Fund N/R | Mutual Funds | — | — | $351K | 3.3% | |
| Vanguard Real Estate Index Fund Adm N/R | Common Collective Trusts | — | — | $304K | 2.9% | |
| Vanguard Emerging Markets Stock Index Adm N/R | Mutual Funds | — | — | $264K | 2.5% | |
| Fidelity Natural Resources Fund N/R | Mutual Funds | — | — | $199K | 1.9% | |
| T. Rowe Price Health Sciences Fund N/R | Other securities | — | — | $187K | 1.8% | |
| Fidelity® Inflation-Prot Bd Idx InstlPrm N/R | Common Collective Trusts | — | — | $133K | 1.3% | |
| American Funds 2050 Trgt Date Retire Fund N/R | Mutual Funds | — | — | $97K | 0.9% | |
| American Funds 2055 Trgt Date Retire Fund N/R | Mutual Funds | — | — | $87K | 0.8% | |
| T. Rowe Price Dividend Growth Adv Fund N/R | Other securities | — | — | $71K | 0.7% | |
| Participant Loans * Notes receivable from Interest rate: 8.5% - 9.5% $0 | Bonds / Notes | — | — | $61K | 0.6% | |
| Vanguard FTSE Social Index Fund Admiral N/R | Common Collective Trusts | — | — | $41K | 0.4% | |
| Northern Global Sustainability Index K N/R | Other securities | — | — | $39K | 0.4% | |
| American Funds 2025 Trgt Date Retire Fund N/R 121 American Funds 2030 Trgt Date Retire Fund N/R | Mutual Funds | — | — | $35K | 0.3% | |
| American Funds 2060 Trgt Date Retire Fund N/R | Mutual Funds | — | — | $16K | 0.2% | |
| American Funds 2040 Trgt Date Retire Fund N/R | Mutual Funds | — | — | $14K | 0.1% | |
| American Funds 2065 Trgt Date Retire Fund N/R | Mutual Funds | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
