Lindsay Ashley signed Centre for Neuro Skills' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centre for Neuro Skills' EIN is 95-3523988.
Download the official 2024 Form 5500 (PDF) for Centre for Neuro Skills from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centre for Neuro Skills' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | RETAINED BY PLAN SPONSOR | $229K | — |
| CHARLES SCHWAB INVESTMENT |
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.
| 94-3106735 |
| — |
| RETAINED BY PLAN SPONSOR |
| $19K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2050 Registered investment companies | Other securities | — | — | $9.1M | 16.4% | |
| State Street Target Retirement 2025 Registered investment companies | Other securities | — | — | $6.2M | 11.2% | |
| State Street Target Retirement 2040 Registered investment companies | Other securities | — | — | $5.1M | 9.2% | |
| Schwab S & P 500 Index Registered investment companies | Common Collective Trusts | — | — | $4.6M | 8.3% | |
| Brokerage account Other | Self-Directed Brokerage | — | — | $4.4M | 8.0% | |
| State Street Target Retirement 2030 Registered investment companies | Other securities | — | — | $4.0M | 7.2% | |
| State Street Target Retirement 2035 Registered investment companies | Other securities | — | — | $3.7M | 6.7% | |
| State Street Target Retirement 2055 Registered investment companies | Other securities | — | — | $3.4M | 6.1% | |
| State Street Target Retirement 2060 Registered investment companies | Other securities | — | — | $2.6M | 4.8% | |
| State Street Target Retirement 2045 Registered investment companies | Other securities | — | — | $2.0M | 3.6% | |
| State Street Target Retirement 2020 Registered investment companies | Other securities | — | — | $1.6M | 2.9% | |
| Participant loans Interest rate 5.25%-10.50% -0- | Bonds / Notes | — | — | $1.0M | 1.9% | |
| Vanguard Mid-Cap Growth Index Registered investment companies | Mutual Funds | — | — | $1.0M | 1.8% | |
| State Street Target Retirement K Registered investment companies | Other securities | — | — | $805K | 1.5% | |
| DWS Gov Money Market Ser Inst Registered investment companies ** 8 Harbor Capital Appreciation Registered investment companies | Cash / Money Market | — | — | $767K | 1.4% | |
| DFA US Targeted Value Prt I Registered investment companies | Mutual Funds | — | — | $706K | 1.3% | |
| Vanguard Mid-Cap Index Fund Registered investment companies | Common Collective Trusts | — | — | $643K | 1.2% | |
| GARTMORE MORLEY STABLE VALUE FUND GARTMORE TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $469K | 0.8% | |
| Dodge & Cox Income Fund X Registered investment companies | Mutual Funds | — | — | $400K | 0.7% | |
| American Beacon Large Cap Value R6 Registered investment companies | Other securities | — | — | $330K | 0.6% | |
| Schwab International Index Registered investment companies | Mutual Funds | — | — | $289K | 0.5% | |
| DFA Emerging Markets Registered investment companies | Mutual Funds | — | — | $282K | 0.5% | |
| Vanguard Short Term Infl Prot Registered investment companies | Mutual Funds | — | — | $267K | 0.5% | |
| American Funds Europacific Growth R6 Registered investment companies | Mutual Funds | — | — | $187K | 0.3% | |
| DFA Intl Small Cap Value Registered investment companies | Mutual Funds | — | — | $163K | 0.3% | |
| JP Morgan US Govt Mmkt Cap Cl Registered investment companies | Other securities | — | — | $11K | <0.1% |
