Sandra Parde signed Old Globe Theatre's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Old Globe Theatre's EIN is 95-1543396.
Download the official 2024 Form 5500 (PDF) for Old Globe Theatre from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Old Globe Theatre's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $23K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $170 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $22K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX RETIREMENT K Registered Investment Company | Common Stocks | — | — | $2.5M | 28.7% | |
| BLACKROCK LIFEPATH INDEX 2035 K Registered Investment Company | Common Stocks | — | — | $1.7M | 19.2% | |
| BLACKROCK LIFEPATH INDEX 2040 K Registered Investment Company | Common Stocks | — | — | $890K | 10.1% | |
| FIDELITY 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $451K | 5.1% | |
| LARGE CAP GROWTH III I1 WILMINGTON · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $413K | 4.7% | |
| BLACKROCK LIFEPATH INDEX 2050 K Registered Investment Company | Common Stocks | — | — | $329K | 3.7% | |
| BLACKROCK LIFEPATH INDEX 2060 K Registered Investment Company | Common Stocks | — | — | $287K | 3.3% | |
| BLACKROCK LIFEPATH INDEX 2030 K Registered Investment Company | Common Stocks | — | — | $282K | 3.2% | |
| BLACKROCK LIFEPATH INDEX 2055 K Registered Investment Company | Common Stocks | — | — | $244K | 2.8% | |
| PUTNAM EQUITY INCOME LARGE CAP VALUE I1 Collective Trusts | Common Collective Trusts | — | — | $227K | 2.6% | |
| WILMINGTON/PUTNAM EQ INC LG CP VAL WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $227K | 2.6% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | Mutual Funds | — | — | $193K | 2.2% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | Mutual Funds | — | — | $158K | 1.8% | |
| FIDELITY US BOND INDEX Registered Investment Company | Mutual Funds | — | — | $120K | 1.4% | |
| INTERNATIONAL EQUITY CLASS I1 Registered Investment Company | Common Stocks | — | — | $110K | 1.2% | |
| LORD ABBETT CORE BOND CLASS I1 WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $87K | 1.0% | |
| SMALL CAP VALUE II I1 WILMINGTON TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $86K | 1.0% | |
| SMALL CAP GROWTH FUND II I1 Registered Investment Company | Common Stocks | — | — | $78K | 0.9% | |
| Guaranteed Interest Accounts: TransAmerica Stable Value Core | Stable Value | — | — | $70K | 0.8% | |
| TRANSAMERICA STABLE VALUE CORE OPTION Guaranteed Investment Contract **+ | Stable Value | — | — | $62K | 0.7% | |
| Guaranteed Interest Accounts: TransAmerica Stable Value Core | Stable Value | — | — | $62K | 0.7% | |
| MID CAP VALUE CLASS I1 Registered Investment Company | Common Stocks | — | — | $46K | 0.5% | |
| maturing through December 2029 - | Other securities | — | — | $34K | 0.4% | |
| Participant Loans 5.25% - 10.50% running thru November 2028 | Bonds / Notes | — | — | $34K | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2065 K Registered Investment Company | Common Stocks | — | — | $19K | 0.2% | |
| Cash account | Cash / Money Market | — | — | $8K | <0.1% |
