Crystal Hill signed Appletree Early Learning Public Charter School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Appletree Early Learning Public Charter School's EIN is 20-1302458.
Download the official 2024 Form 5500 (PDF) for Appletree Early Learning Public Charter School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Appletree Early Learning Public Charter School's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $180 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $984K | 21.0% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | Mutual Funds | — | — | $852K | 18.2% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $680K | 14.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $404K | 8.6% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | Mutual Funds | — | — | $342K | 7.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $327K | 7.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $199K | 4.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $189K | 4.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $104K | 2.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $84K | 1.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $59K | 1.3% | |
| Vanguard U.S. Growth Adm Vanguard 0 | Mutual Funds | — | — | $49K | 1.0% | |
| Vanguard Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $47K | 1.0% | |
| Vanguard Real Estate Index Adm Vanguard 0 198 Vanguard STAR Inv Vanguard 0 | Mutual Funds | — | — | $47K | 1.0% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $47K | 1.0% | |
| Vanguard Mid-Cap Growth Inv Vanguard 0 | Mutual Funds | — | — | $41K | 0.9% | |
| Vanguard Global Minimum Volatility Adm Vanguard 0 | Mutual Funds | — | — | $30K | 0.6% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | Mutual Funds | — | — | $26K | 0.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 689 Vanguard International Explorer Inv Vanguard 0 | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard High Dividend Yield Index Adm Vanguard 0 | Mutual Funds | — | — | $23K | 0.5% | |
| Vanguard International Value Inv Vanguard 0 874 Vanguard Total Stock Market Index Adm Vanguard 0 | Common Collective Trusts | — | — | $16K | 0.3% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | Mutual Funds | — | — | $15K | 0.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Mutual Funds | — | — | $14K | 0.3% | |
| Vanguard Wellington Admiral Vanguard 0 | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Large Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $10K | 0.2% | |
| (CL)Vanguard Long-Term Bond Index Adm Vanguard 0 34 Vanguard Total Bond Market Index Adm Vanguard 0 | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Health Care Adm Vanguard 0 | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Balanced Index Adm Vanguard 0 | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Strategic Small-Cap Equity Inv Vanguard 0 7 Vanguard Total Intl Bond Index Adm Vanguard 0 | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Wellesley Income Adm Vanguard 0 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Core Bond Adm Vanguard 0 9 Vanguard Dividend Growth Inv Vanguard 0 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 | 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.
