Meredith McCaskey signed Propel Schools' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Propel Schools' EIN is 03-0483260.
Download the official 2024 Form 5500 (PDF) for Propel Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Propel Schools' plan includes profit-sharing, a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $725 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Blend 2045-I (1) | Other securities | — | — | $4.7M | 20.6% | |
| T. Rowe Price Retirement Blend 2055-I (1) | Other securities | — | — | $3.9M | 17.0% | |
| T. Rowe Price Retirement Blend 2060-I (1) | Other securities | — | — | $3.0M | 13.0% | |
| T. Rowe Price Retirement Blend 2050-I (1) | Other securities | — | — | $2.8M | 12.2% | |
| T. Rowe Price Retirement Blend 2040-I (1) | Other securities | — | — | $1.7M | 7.6% | |
| Fidelity 500 Index (1) | Common Collective Trusts | — | — | $1.4M | 6.3% | |
| T. Rowe Price Retirement Blend 2035-I (1) | Other securities | — | — | $1.3M | 5.7% | |
| T. Rowe Price Retirement Blend 2030-I (1) | Other securities | — | — | $743K | 3.2% | |
| Hartford Schroders Intl Stk Sdr | Other securities | — | — | $551K | 2.4% | |
| T. Rowe Price Retirement Blend 2025-I (1) | Other securities | — | — | $502K | 2.2% | |
| Fidelity Mid Cap Index (1) | Mutual Funds | — | — | $405K | 1.8% | |
| American Funds New World R6 (1) | Mutual Funds | — | — | $394K | 1.7% | |
| T. Rowe Price Retirement Blend 2005-I (1) | Other securities | — | — | $168K | 0.7% | |
| Federated Total Return Bond R6 (1) | Other securities | — | — | $167K | 0.7% | |
| T. Rowe Price Retirement Blend 2020-I (1) | Other securities | — | — | $160K | 0.7% | |
| AB Large Cap Growth Z (1) | Other securities | — | — | $146K | 0.6% | |
| Macquarie Small Cap Core R6 (1) | Other securities | — | — | $128K | 0.6% | |
| JP Morgan US Value R6 (1) | Other securities | — | — | $93K | 0.4% | |
| Great-West Guaranteed Interest Fund (1) | Other securities | — | — | $90K | 0.4% | |
| Allspring Spec Mid Cap Value R6 (1) | Other securities | — | — | $87K | 0.4% | |
| T Rowe. Price Government Money (1) | Other securities | — | — | $80K | 0.3% | |
| T. Rowe Price Mid-Cap Growth I (1) | Other securities | — | — | $77K | 0.3% | |
| Pimco Income Instl (1) | Mutual Funds | — | — | $50K | 0.2% | |
| MFS Global Real Estate R6 (1) | Mutual Funds | — | — | $49K | 0.2% | |
| Templeton Global Bond Fund - A (1) | Mutual Funds | — | — | $49K | 0.2% | |
| T. Rowe Price Retirement Blend 2065-I (1) | Other securities | — | — | $37K | 0.2% | |
| Janus Henderson Balanced (1) | Mutual Funds | — | — | $15K | <0.1% | |
| Federated Strategic Value Dividend Fund - A (1) | Other securities | — | — | $13K | <0.1% | |
| Federated Total Return Bond A | Other securities | — | — | $13K | <0.1% | |
| Janus Henderson Developed World Bond N (1) | Mutual Funds | — | — | $11K | <0.1% | |
| Ivy Asset Strategy Fund - A (1) | Other securities | — | — | $7K | <0.1% | |
| Janus Henderson Global Equity I (1) | Mutual Funds | — | — | $4K | <0.1% | |
| AB Emerging Markets Multi-Asset Advisor (1) | Other securities | — | — | $4K | <0.1% | |
| AllianceBernstein Emerging Mkt MultiAsset ADV | Other securities | — | — | $4K | <0.1% | |
| Delaware Ivy Limited Term Bond A (1) | Other securities | — | — | $3K | <0.1% | |
| iShares Russell 1000 Large Cap Index I (1) | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WEXFORD, PA |
| CONTRACT ADMIN |
| $1K |
| — |
