Jessie Daniels signed Hebron Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hebron Academy's EIN is 01-0224898.
Download the official 2024 Form 5500 (PDF) for Hebron Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hebron Academy'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $425 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 ADV Mutual Fund | Other securities | — | — | $1.1M | 14.1% | |
| T. Rowe Price Retirement 2030 ADV Mutual Fund | Other securities | — | — | $1.0M | 13.4% | |
| T. Rowe Price Retirement 2040 ADV Mutual Fund | Other securities | — | — | $933K | 12.3% | |
| T. Rowe Price Retirement 2025 ADV Mutual Fund | Other securities | — | — | $695K | 9.2% | |
| T. Rowe Price Retirement 2050 ADV Mutual Fund | Other securities | — | — | $655K | 8.7% | |
| T. Rowe Price Retirement 2055 ADV Mutual Fund | Other securities | — | — | $579K | 7.6% | |
| Fidelity Total Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $535K | 7.1% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $364K | 4.8% | |
| Fidelity Contrafund Mutual Fund | Mutual Funds | — | — | $322K | 4.3% | |
| T. Rowe Price Retirement 2035 ADV Mutual Fund | Other securities | — | — | $313K | 4.1% | |
| T. Rowe Price Retirement 2020 ADV Mutual Fund | Other securities | — | — | $267K | 3.5% | |
| Pimco Real Rtn BD AD Mutual Fund | Mutual Funds | — | — | $143K | 1.9% | |
| T. Rowe Price Retirement 2060 ADV Mutual Fund | Other securities | — | — | $137K | 1.8% | |
| Fidelity Intl Index Mutual Fund | Mutual Funds | — | — | $121K | 1.6% | |
| FH Op. High YLD BD IS Mutual Fund | Other securities | — | — | $100K | 1.3% | |
| Eaton Vance AC SMID CAP R6 Mutual Fund | Other securities | — | — | $42K | 0.6% | |
| Fidelity Balanced Mutual Fund | Mutual Funds | — | — | $41K | 0.5% | |
| Fidelity Extd Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $37K | 0.5% | |
| DFA US Small CAP I Mutual Fund | Mutual Funds | — | — | $31K | 0.4% | |
| Vanguard Wellesley Adm Mutual Fund | Mutual Funds | — | — | $23K | 0.3% | |
| Vanguard SM CAP Idx Adm Mutual Fund | Common Collective Trusts | — | — | $19K | 0.3% | |
| MIP CL 1 Mutual Fund 387 Victory Sycamore Established Val I Mutual Fund | Other securities | — | — | $10K | 0.1% | |
| Janus Henderson Triton T Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Parnassus Val EQ Ins Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Fidelity Total Bond Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Small CAP Value Mutual Fund 614 * Fidelity Intl Growth Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $387 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
