Jennifer Pizzoferrato signed The American School, at Hartford, for the DEAF's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The American School, at Hartford, for the DEAF's EIN is 06-0667600.
Download the official 2024 Form 5500 (PDF) for The American School, at Hartford, for the DEAF from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The American School, at Hartford, for the DEAF'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | DIRECTED TRUSTEE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $12K | — |
| CHARLES SCHWAB & CO INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Cash ** 405 Money market funds * Charles Schwab Value Advantage Money Fund ** 398 Registerd investment companies (mutual funds) T Rowe Price Retirement 2030 | Mutual Funds | — | — | $1.9M | 15.3% | |
| T Rowe Price Retirement 2045 | Mutual Funds | — | — | $1.7M | 13.9% | |
| T Rowe Price Retirement 2040 | Mutual Funds | — | — | $1.5M | 12.7% | |
| T Rowe Price Retirement 2035 | Mutual Funds | — | — | $1.1M | 9.1% | |
| T Rowe Price Retirement 2050 | Mutual Funds | — | — | $1.1M | 8.9% | |
| T Rowe Price Retirement 2025 | Mutual Funds | — | — | $947K | 7.8% | |
| T Rowe Price Retirement 2055 | Mutual Funds | — | — | $836K | 6.9% | |
| T Rowe Price Retirement 2060 | Mutual Funds | — | — | $704K | 5.8% | |
| T Rowe Price Retirement 2020 | Mutual Funds | — | — | $490K | 4.0% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $480K | 3.9% | |
| Notes receivable from participants, interest between 4.25% - 9.50% - | Bonds / Notes | — | — | $345K | 2.8% | |
| T Rowe Price Retirement 2015 | Mutual Funds | — | — | $274K | 2.2% | |
| Diamond Hill Large Cap Fund CL I | Other securities | — | — | $175K | 1.4% | |
| Mainstay Large Cap Growth Class I | Other securities | — | — | $164K | 1.3% | |
| American Europacific Growth Fund | Other securities | — | — | $124K | 1.0% | |
| Blackrock Total Return Fund | Other securities | — | — | $109K | 0.9% | |
| JP Morgan Mid-Cap Value FD Institutional Class A | Other securities | — | — | $84K | 0.7% | |
| Harbor Small Cap Value Fund Institutional Class | Other securities | — | — | $65K | 0.5% | |
| Neuberger Berman Genesis Institutional Class | Other securities | — | — | $40K | 0.3% | |
| Baird Mid Cap Fund Institutional Class | Other securities | — | — | $39K | 0.3% | |
| T Rowe Price Retirement 2068 | Mutual Funds | — | — | $27K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SHAREHOLDER SERVICING |
| $0 |
| — |
