Theodore Caniglia Jr. signed Malvern Preparatory School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Malvern Preparatory School's EIN is 23-1352658.
Download the official 2023 Form 5500 (PDF) for Malvern Preparatory School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Malvern Preparatory School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 INV Mutual funds | Mutual Funds | — | — | $6.0M | 22.9% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual funds | Mutual Funds | — | — | $4.8M | 18.1% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual funds | Mutual Funds | — | — | $3.1M | 11.8% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual funds | Mutual Funds | — | — | $2.5M | 9.6% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual funds | Mutual Funds | — | — | $2.2M | 8.4% | |
| VANGUARD TARGET RETIREMENT INCOME INV Mutual funds | Mutual Funds | — | — | $1.9M | 7.3% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual funds | Mutual Funds | — | — | $1.2M | 4.6% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual funds | Mutual Funds | — | — | $929K | 3.5% | |
| EI FIXED ACCOUNT - SERIES CLASS V Group annuity contract | Common Stocks | — | — | $781K | 3.0% | |
| ISHARES S&P 500 INDEX K Mutual funds | Common Collective Trusts | — | — | $478K | 1.8% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual funds | Mutual Funds | — | — | $419K | 1.6% | |
| AMERICAN CENTURY ULTRA R6 Mutual funds | Other securities | — | — | $373K | 1.4% | |
| Participant loans - maturing on various dates through August 2036 and bearing * interest ranging from 4.25% to 9.50% $0 | Bonds / Notes | — | — | $274K | 1.0% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R6 Mutual funds ** 944 AMERICAN FUNDS EUROPACIFIC GR R6 Mutual funds | Mutual Funds | — | — | $207K | 0.8% | |
| JPMORGAN EQUITY INCOME R6 Mutual funds | Other securities | — | — | $146K | 0.6% | |
| INVESCO DISCOVERY MID CAP GROWTH R6 Mutual funds | Mutual Funds | — | — | $134K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADM Mutual funds | Mutual Funds | — | — | $120K | 0.5% | |
| COLUMBIA OVERSEAS VALUE INSTL 3 Mutual funds | Other securities | — | — | $113K | 0.4% | |
| T ROWE INTEGR US SM-CAP GRWT EQTY I Mutual funds | Other securities | — | — | $96K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual funds | Mutual Funds | — | — | $93K | 0.4% | |
| ISHARES RUSSELL MID-CAP INDEX K Mutual funds | Other securities | — | — | $72K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL Mutual funds | Mutual Funds | — | — | $65K | 0.2% | |
| JANUS HENDERSON FLEXIBLE BOND N Mutual funds | Mutual Funds | — | — | $55K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual funds | Mutual Funds | — | — | $42K | 0.2% | |
| ISHARES U.S. AGGREGATE BOND INDEX K Mutual funds | Other securities | — | — | $39K | 0.1% | |
| ISHARES MSCI TOTAL INTERNTIONAL INDX INS Mutual funds | Other securities | — | — | $35K | 0.1% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Mutual funds | Other securities | — | — | $29K | 0.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual funds | Mutual Funds | — | — | $27K | 0.1% | |
| DFA EMERGING MARKETS SMALL CAP I Mutual funds | Mutual Funds | — | — | $19K | <0.1% | |
| PGIM HIGH-YIELD R6 Mutual funds | Other securities | — | — | $16K | <0.1% | |
| DFA US TARGETED VALUE I Mutual funds | Mutual Funds | — | — | $12K | <0.1% | |
| AMERICAN FUNDS INTERM BD FD OF AMER R6 Mutual funds | Mutual Funds | — | — | $2K | <0.1% | |
| Cash, interest bearing Cash | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $8K | — |
