Elizabeth O'KEEFE signed The Whitney Academy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Whitney Academy, Inc.'s EIN is 04-2939430.
Download the official 2024 Form 5500 (PDF) for The Whitney Academy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Whitney Academy, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $839 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Group Variable Annuity Fixed Account Insurance Company General Account | Common Stocks | — | — | $1.3M | 22.3% | |
| Fidelity Growth Portfolio Mutual Fund | Mutual Funds | — | — | $633K | 11.0% | |
| LVIP SSgA S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $581K | 10.1% | |
| LVIP Baron Growth Opportunities Mutual Fund | Other securities | — | — | $375K | 6.5% | |
| Neuberger Berman AMT Sustainable Equity Mutual Fund | Other securities | — | — | $334K | 5.8% | |
| Fidelity Asset Manager Mutual Fund | Mutual Funds | — | — | $320K | 5.6% | |
| American Funds Growth Mutual Fund | Mutual Funds | — | — | $277K | 4.8% | |
| T. Rowe Price International Stock Mutual Fund | Other securities | — | — | $215K | 3.7% | |
| LVIP T. Rowe Price Structured Mid-Cap Growth Mutual Fund | Other securities | — | — | $174K | 3.0% | |
| LVIP American Century Balanced Mutual Fund | Other securities | — | — | $168K | 2.9% | |
| Fidelity VIP Freedom Target 2030 Mutual Fund | Mutual Funds | — | — | $117K | 2.0% | |
| AllianceBernstein VPS Sustainable Global Thematic Growth Mutual Fund | Other securities | — | — | $108K | 1.9% | |
| American Funds Growth and Income Mutual Fund | Mutual Funds | — | — | $92K | 1.6% | |
| LVIP Macquarie Social Awareness Mutual Fund | Other securities | — | — | $74K | 1.3% | |
| Fidelity Contrafund Portfolio Mutual Fund | Mutual Funds | — | — | $63K | 1.1% | |
| Macquarie VIP Small-Cap Value Mutual Fund | Other securities | — | — | $63K | 1.1% | |
| LVIP Macquarie U.S. REIT Mutual Fund | Common Stocks | — | — | $59K | 1.0% | |
| LVIP Blackrock Global Allocation Mutual Fund | Other securities | — | — | $53K | 0.9% | |
| LVIP SSgA Global Tactical Allocation Managed Volume Mutual Fund | Other securities | — | — | $52K | 0.9% | |
| LVIP Macquarie Bond Mutual Fund | Other securities | — | — | $52K | 0.9% | |
| Fidelity VIP Freedom Target 2025 Mutual Fund | Mutual Funds | — | — | $51K | 0.9% | |
| Janus Henderson Global Research Mutual Fund | Mutual Funds | — | — | $51K | 0.9% | |
| LVIP T. Rowe Price 2050 Mutual Fund | Other securities | — | — | $49K | 0.9% | |
| LVIP JP Morgan Retirement Income Mutual Fund | Other securities | — | — | $46K | 0.8% | |
| Fidelity VIP Freedom Target 2050 Mutual Fund | Mutual Funds | — | — | $43K | 0.8% | |
| AllianceBernstein VPS Large Cap Growth Mutual Fund | Other securities | — | — | $41K | 0.7% | |
| Lincoln Loan Reserve Other - Loan Reserve | Other securities | — | — | $39K | 0.7% | |
| LVIP Dimensional U.S. Core Equity Mutual Fund | Mutual Funds | — | — | $37K | 0.6% | |
| American Funds Global Growth Mutual Fund | Mutual Funds | — | — | $34K | 0.6% | |
| Fidelity VIP Freedom Target 2060 Mutual Fund | Mutual Funds | — | — | $30K | 0.5% | |
| LVIP SSgA Small-Cap Index Mutual Fund | Other securities | — | — | $27K | 0.5% | |
| LVIP Fidelity Institutional AM Total Bond Mutual Fund | Mutual Funds | — | — | $25K | 0.4% | |
| LVIP T. Rowe Price 2040 Mutual Fund | Other securities | — | — | $24K | 0.4% | |
| LVIP Macquarie High Yield Mutual Fund | Other securities | — | — | $19K | 0.3% | |
| LVIP Global Growth Allocation Manager Mutual Fund | Other securities | — | — | $18K | 0.3% | |
| LVIP Franklin Templeton Global Equity Managed Volatility Mutual Fund | Mutual Funds | — | — | $16K | 0.3% | |
| LVIP Blended Large-Cap Growth Managed Volume Mutual Fund | Other securities | — | — | $14K | 0.2% | |
| American Funds International Mutual Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity VIP Freedom Target 2055 Mutual Fund | Mutual Funds | — | — | $12K | 0.2% | |
| LVIP Mondrian International Value Mutual Fund | Other securities | — | — | $12K | 0.2% | |
| LVIP Macquarie Small Mid-Cap Core Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| LVIP T. Rowe Price 2060 Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| DWS Alternative Asset Allocation VIP Mutual Fund | Other securities | — | — | $7K | 0.1% | |
| LVIP BlackRock Real Estate Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Fidelity VIP Freedom Target 2040 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| LVIP T. Rowe Price 2030 Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| LVIP JP Morgan Select Mid-Cap Value Managed Volume Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| LVIP Global Moderate Allocation Manager Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| LVIP Mondrian Global Income Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Fidelity VIP Freedom Target 2035 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
