Valerie Martinez signed Democracy PREP Public Schools, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Democracy PREP Public Schools, Inc.'s EIN is 20-2629354.
Download the official 2024 Form 5500 (PDF) for Democracy PREP Public Schools, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE DAVID YVARS GROUP | — | VALHALLA, NY | NONE | $144K | — |
| CAPITAL GROUP RETIREMENT PLAN SVCS | 20-3691658 | — | NONE | $45K | — |
| UNITED BENEFIT PENSIONS INC. | — | MELVILLE, NY | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES * American Funds 2050 Target Date | Mutual Funds | — | $565K | $9.4M | 27.5% | |
| American Funds 2045 Target Date | Mutual Funds | — | $342K | $5.8M | 17.0% | |
| American Funds 2040 Target Date | Mutual Funds | — | $248K | $4.1M | 12.1% | |
| American Funds 2055 Target Date | Mutual Funds | — | $177K | $3.7M | 10.7% | |
| American Funds 2035 Target Date | Mutual Funds | — | $100K | $1.6M | 4.7% | |
| Late to Plan Not Corrected Outside VFCP in VFCP | Other securities | — | $2.7M | $1.3M | 3.7% | |
| American Funds 2030 Target Date | Mutual Funds | — | $76K | $1.1M | 3.3% | |
| The Growth Fund of America | Other securities | — | $21K | $1.1M | 3.2% | |
| MONEY MARKET FUND * American Funds Money Market Fund | Mutual Funds | — | $838K | $838K | 2.4% | |
| 6.50% with maturities through 2051 | Bonds / Notes | — | — | $489K | 1.4% | |
| American Funds 2025 Target Date | Mutual Funds | — | $27K | $375K | 1.1% | |
| American Funds New Perspective Fund | Mutual Funds | — | $7K | $363K | 1.1% | |
| The Income Fund of America | Other securities | — | $13K | $303K | 0.9% | |
| American Balanced Fund | Other securities | — | $9K | $244K | 0.7% | |
| American Funds 2020 Target Date | Mutual Funds | — | $13K | $164K | 0.5% | |
| Capital World Gain and Loss Fund | Other securities | — | $3K | $161K | 0.5% | |
| American Funds 2060 Target Date | Mutual Funds | — | $10K | $137K | 0.4% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | $3K | $127K | 0.4% | |
| American Funds American Mutual Fund | Mutual Funds | — | $3K | $123K | 0.4% | |
| Capital Income Builders | Other securities | — | $2K | $101K | 0.3% | |
| American Funds Small Cap World Fund 746 | Mutual Funds | — | — | $43K | 0.1% | |
| American Funds 2015 Target Date | Mutual Funds | — | $3K | $40K | 0.1% | |
| The Bond Fund of America | Other securities | — | $3K | $32K | <0.1% | |
| American Funds Capital World Bond Fund | Mutual Funds | — | $2K | $28K | <0.1% | |
| American Funds Conservative Gain and Loss Portfolio Fund | Mutual Funds | — | $2K | $25K | <0.1% | |
| American Funds New World Fund 364 | Mutual Funds | — | — | $24K | <0.1% | |
| American Funds Short Term Bond Fund | Mutual Funds | — | $1K | $10K | <0.1% | |
| American Funds 2065 Target Date 628 | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds US Gov't Sec 611 | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds 2010 Target Date 262 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
