Deitrick Fowler signed Washington YU YING Public Charter School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Washington YU YING Public Charter School's EIN is 20-4464054.
Download the official 2024 Form 5500 (PDF) for Washington YU YING Public Charter School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Washington YU YING Public Charter School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Funds JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.0M | 15.7% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $988K | 15.4% | |
| Principal Global Investors Trust Company Principal Life Target Date 2040 Account | Common Stocks | — | — | $947K | 14.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $947K | 14.8% | |
| Principal Global Investors Trust Company Principal Life Target Date 2035 Account | Common Stocks | — | — | $805K | 12.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $805K | 12.6% | |
| Principal Global Investors Trust Company Principal Life Target Date 2050 Account | Common Stocks | — | — | $613K | 9.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $613K | 9.6% | |
| Principal Global Investors Trust Company Principal Life Target Date 2045 Account | Common Stocks | — | — | $411K | 6.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $411K | 6.4% | |
| Principal Global Investors Trust Company Principal Life Target Date 2055 Account | Common Stocks | — | — | $405K | 6.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $405K | 6.3% | |
| Principal Global Investors Trust Company Principal Life Target Date 2015 Account | Common Stocks | — | — | $239K | 3.7% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $239K | 3.7% | |
| Principal Global Investors Trust Company Principal Life Target Date 2060 Account | Common Stocks | — | — | $219K | 3.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $219K | 3.4% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $191K | 3.0% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $177K | 2.8% | |
| American Century Investments American Century Small Cap Growth R6 | Other securities | — | — | $83K | 1.3% | |
| The American Funds American Funds American High-Inc R6 | Mutual Funds | — | — | $48K | 0.7% | |
| Fidelity Investments Fidelity Total International Index | Mutual Funds | — | — | $36K | 0.6% | |
| Principal Global Investors Trust Company Principal Life Target Date 2025 Account | Common Stocks | — | — | $29K | 0.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $29K | 0.5% | |
| Putnam Investments Putnam Large Cap Value Fund | Mutual Funds | — | — | $29K | 0.5% | |
| Principal Life Insurance Company Insurance Company General Principal Fixed Guaranteed Option | Common Stocks | — | — | $27K | 0.4% | |
| MFS Investment Management MFS Global Growth R6 | Mutual Funds | — | — | $25K | 0.4% | |
| Principal Financial Group Loans to particpants maturing through 2028, interest rates of 9.50% - 10.50% | Bonds / Notes | — | — | $24K | 0.4% | |
| JP Morgan Funds Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $18K | 0.3% | |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 | Other securities | — | — | $15K | 0.2% | |
| Thornburg Strategic Income R6 | Other securities | — | — | $14K | 0.2% | |
| Principal Global Investors Trust Company Principal Life Target Date 2065 Account | Common Stocks | — | — | $12K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $12K | 0.2% | |
| Principal Global Investors Trust Company Principal Life Target Date 2070 Account | Common Stocks | — | — | $12K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $12K | 0.2% | |
| Principal Global Investors Trust Company Principal Life Target Date 2020 Account | Common Stocks | — | — | $10K | 0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $10K | 0.1% | |
| SEI Trust Company Allspring Special Mid Cap Value R6 | Common Stocks | — | — | $9K | 0.1% | |
| Dimensional Fund Advisors DFA International Value I | Mutual Funds | — | — | $5K | <0.1% | |
| MFS Investment Management MFS International Growth R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity U.S. Bond Index | Mutual Funds | — | — | $4K | <0.1% | |
| Principal Global Investors Trust Company Principal Life Target Date 2030 Account | Common Stocks | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
