Steven Thomas signed Bishop Museum's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bishop Museum's EIN is 99-0161980.
Download the official 2024 Form 5500 (PDF) for Bishop Museum from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bishop Museum's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MANAGEMENT | $10K | — |
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.
| % of plan | |||
|---|---|---|---|
| SSGA RUSSELL SMALL/MID CAP INDEX FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 461 | Common Collective Trust | $0 | — |
| PUTNAM LARGE CAP VALUE TRUST 1A PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 001 | Common Collective Trust | $0 | — |
| STATE ST US BOND INDEX NL CI K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 462 | Common Collective Trust | $0 | — |
| FRANKLIN GROWTH GG TRUST CIT S GREAT GRAY · EIN 82-3341628 / PN 360 | Common Collective Trust | $0 | — |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 456 | Common Collective Trust | $0 | — |
| BLACKROCK TOTAL RETURN BOND CI 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | $0 | — |
| CLEARBRIDGE SMALL CAP GROWTH CIT CI GREAT GRAY · EIN 38-4065336 / PN 000 | Common Collective Trust | $0 | — |
| STATE STREET S&P 500 INDEX K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 388 | Common Collective Trust | $0 | — |
| SAGEVIEW ADVISORY GROUP, LLC |
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | — | BLACKLICK, OH | CONTRACT ADMIN | $9K | — |
