JEN Gaffey signed Heritage Christian Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heritage Christian Services, Inc.'s EIN is 22-2334190.
Download the official 2024 Form 5500 (PDF) for Heritage Christian Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heritage Christian Services, Inc.'s plan includes profit-sharing, 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 | — | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURKE GROUP | 80-0688755 | — | NONE | $176K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $14.4M | 38.9% | |
| American Funds | Mutual Funds | — | — | $4.0M | 10.7% | |
| JP Morgan | Other securities | — | — | $2.4M | 6.4% | |
| JP Morgan | Other securities | — | — | $2.0M | 5.4% | |
| American Funds | Mutual Funds | — | — | $1.6M | 4.3% | |
| American Funds | Mutual Funds | — | — | $1.4M | 3.6% | |
| American Funds | Mutual Funds | — | — | $1.3M | 3.6% | |
| American Funds | Mutual Funds | — | — | $1.3M | 3.4% | |
| American Funds | Mutual Funds | — | — | $1.2M | 3.1% | |
| American Funds | Mutual Funds | — | — | $1.1M | 3.0% | |
| American Funds | Mutual Funds | — | — | $944K | 2.5% | |
| American Funds | Mutual Funds | — | — | $571K | 1.5% | |
| American Funds | Mutual Funds | — | — | $512K | 1.4% | |
| American Funds | Mutual Funds | — | — | $318K | 0.9% | |
| American Funds | Mutual Funds | — | — | $117K | 0.3% | |
| American Funds | Mutual Funds | — | — | $49K | 0.1% | |
| American Funds | Mutual Funds | — | — | $36K | <0.1% | |
| American Funds | Mutual Funds | — | — | $26K | <0.1% | |
| American Funds | Mutual Funds | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
