George VIEU signed St. Paul's Episcopal Home, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Paul's Episcopal Home, Inc.'s EIN is 95-2111196.
Download the official 2024 Form 5500 (PDF) for St. Paul's Episcopal Home, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Paul's Episcopal Home, Inc.'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MGMT | — | SAN FRANCISCO, CA | ADVISOR | $63K | — |
| THE BALDWIN GROUP WEALTH ADVISORS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Inv - | Mutual Funds | — | — | $2.4M | 10.2% | |
| Vanguard Target Retirement 2030 Inv - | Mutual Funds | — | — | $2.3M | 10.1% | |
| Vanguard Target Retirement 2060 Inv - | Mutual Funds | — | — | $2.1M | 9.1% | |
| Vanguard Target Retirement 2055 Inv - | Mutual Funds | — | — | $2.0M | 8.8% | |
| Vanguard Target Retirement 2040 Inv - | Mutual Funds | — | — | $1.7M | 7.1% | |
| Vanguard Target Retirement 2035 Inv - | Mutual Funds | — | — | $1.6M | 7.0% | |
| Vanguard Target Retirement 2045 Inv - | Mutual Funds | — | — | $1.6M | 6.9% | |
| Vanguard Target Retirement 2025 Inv - | Mutual Funds | — | — | $1.5M | 6.3% | |
| Vanguard 500 Index Admiral - | Common Collective Trusts | — | — | $1.3M | 5.5% | |
| Vanguard Growth Index Admiral - | Mutual Funds | — | — | $1.1M | 4.7% | |
| Vanguard Target Retirement 2020 Inv - | Mutual Funds | — | — | $1.1M | 4.6% | |
| Vanguard Cash Reserves Federal Money Market - | Mutual Funds | — | — | $766K | 3.3% | |
| Vanguard Mid Cap Index Adm - | Mutual Funds | — | — | $489K | 2.1% | |
| Osterweis Capital Management Osterweis Strategic Income - 129 * Participant Loans Interest rates from 5.25% to 10.50%; maturity dates vary - 0 - | Bonds / Notes | — | — | $473K | 2.0% | |
| Vanguard Real Estate Index Adm - | Mutual Funds | — | — | $422K | 1.8% | |
| CIBC Atlas Equity Income Institutional - 891 Osterweis Capital Management Osterweis Strategic Income - 120 * Participant Loans Interest rates from 5.25% to 10.50%; maturity dates vary - 0 - | Bonds / Notes | — | — | $409K | 1.8% | |
| Vanguard Target Retirement Income Inv - | Mutual Funds | — | — | $360K | 1.6% | |
| Vanguard Small Cap Growth Index Admiral - | Mutual Funds | — | — | $352K | 1.5% | |
| Vanguard Total Bond Market Index Adm - | Mutual Funds | — | — | $312K | 1.3% | |
| Vanguard Value Index Adm - | Mutual Funds | — | — | $297K | 1.3% | |
| Columbia Funds Columbia Select Large Cap Growth Fund I2 - | Other securities | — | — | $295K | 1.3% | |
| Dimensional Fund Advisors DFA US Core Equity 1 I - | Mutual Funds | — | — | $207K | 0.9% | |
| JOHCM Funds JOHCM International Select Fund Class I - | Other securities | — | — | $188K | 0.8% | |
| JPMorgan Strategic Income Opportunities I - | Other securities | — | — | $124K | 0.5% | |
| Oakmark Funds Oakmark International I - | Other securities | — | — | $113K | 0.5% | |
| Dimensional Fund Advisors DFA US Small Cap I - | Mutual Funds | — | — | $109K | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity 2 - | Mutual Funds | — | — | $107K | 0.5% | |
| Vanguard Short-term Investment-Grade Adm - | Mutual Funds | — | — | $101K | 0.4% | |
| AMG Funds AMG Yacktman Focused Fund - I - | Other securities | — | — | $81K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm - | Common Collective Trusts | — | — | $60K | 0.3% | |
| Dimensional Fund Advisors DFA US Sustainability Core 1 - | Mutual Funds | — | — | $41K | 0.2% | |
| Weitz Partners Weitz Partners III Opportunity - | Other securities | — | — | $28K | 0.1% | |
| PIMCO All Asset Institutional Class - | Mutual Funds | — | — | $24K | 0.1% | |
| First Pacific Advisors FPA Crescent Fund - | Other securities | — | — | $19K | <0.1% | |
| Dimensional Fund Advisors DFA International Core Equity 2 - | Mutual Funds | — | — | $14K | <0.1% | |
| Virtus Seix High Yield - | Other securities | — | — | $9K | <0.1% | |
| CIBC Atlas Equity Income Institutional - | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| IRVIN, CA |
| ADVISOR |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $9K | — |
