Marygrace Labosky signed The CTC Academy, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The CTC Academy, Inc.'s EIN is 22-1508549.
Download the official 2023 Form 5500 (PDF) for The CTC Academy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The CTC Academy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vngrd Wellington Mutual Funds | Other securities | — | — | $2.1M | 17.6% | |
| Vngrd Value Indx Mutual Funds | Other securities | — | — | $1.2M | 10.3% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $1.1M | 9.2% | |
| Vngrd Trgt Rtrmt 2025 Inv Mutual Funds | Other securities | — | — | $984K | 8.2% | |
| Amcent Ultra R6 Mutual Funds | Other securities | — | — | $854K | 7.1% | |
| Vngrd Trgt Rtrmt 2040 Inv Mutual Funds | Other securities | — | — | $814K | 6.8% | |
| Vngrd Trgt Rtrmt 2030 Inv Mutual Funds | Other securities | — | — | $700K | 5.8% | |
| Vngrd Trgt Rtrmt 2045 Inv Mutual Funds | Other securities | — | — | $640K | 5.3% | |
| Vngrd Trgt Rtrmt 2050 Inv Mutual Funds | Other securities | — | — | $623K | 5.2% | |
| Vngrd Trgt Rtrmt 2035 Inv Mutual Funds | Other securities | — | — | $586K | 4.9% | |
| Vngrd Trgt Rtrmt 2060 Inv Mutual Funds | Other securities | — | — | $313K | 2.6% | |
| Van Developed Markets Idx Mutual Funds | Common Collective Trusts | — | — | $287K | 2.4% | |
| Mfs Mdcap Val Mutual Funds | Mutual Funds | — | — | $269K | 2.2% | |
| Fed Hermes Corporate Bond Mutual Funds | Other securities | — | — | $225K | 1.9% | |
| Vngrd Trgt Rtrmt 2055 Inv Mutual Funds | Other securities | — | — | $167K | 1.4% | |
| Invesco Main Street Small Cap Mutual Funds | Mutual Funds | — | — | $157K | 1.3% | |
| Fed Gov Oblgtns Prmr Mutual Funds | Other securities | — | — | $144K | 1.2% | |
| Notes receivable from participants Maturities through September 2028 at interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $128K | 1.1% | |
| Dws Rreef Real Assets Mutual Funds | Other securities | — | — | $126K | 1.1% | |
| Vanguard Emerg Mkts Sel Stk Mutual Funds | Mutual Funds | — | — | $96K | 0.8% | |
| Amerfunds Amer Hi-Inc Trust Mutual Funds | Common Stocks | — | — | $78K | 0.6% | |
| Vngrd Trgt Rtrmt 2020 Inv Mutual Funds | Other securities | — | — | $74K | 0.6% | |
| Vanguard Health Care Index Mutual Funds | Mutual Funds | — | — | $65K | 0.5% | |
| Jpmorgan Mdcap Gr Mutual Funds | Other securities | — | — | $56K | 0.5% | |
| Fidelity Adv Global Com Stk Z Mutual Funds | Mutual Funds | — | — | $41K | 0.3% | |
| Amerfunds Us Govt Sec Mutual Funds | Other securities | — | — | $28K | 0.2% | |
| Vang Target Retirement 2065 Mutual Funds | Other securities | — | — | $19K | 0.2% | |
| Amcent Smcap Gr Mutual Funds | Other securities | — | — | $15K | 0.1% | |
| Vanguard Growth Index Mutual Funds | Mutual Funds | — | — | $14K | 0.1% | |
| Invesco Smcap Val Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| Vang Target Retirement Income Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| Dodge & Cox Intl Stock Mutual Funds | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
