Nicole Tennant signed Bronx Charter School for Better Learning's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bronx Charter School for Better Learning's EIN is 26-0061118.
Download the official 2023 Form 5500 (PDF) for Bronx Charter School for Better Learning from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bronx Charter School for Better Learning's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN MEMBER SECURITIES CORP | 95-3706234 | — | NONE | $59K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PlanMember Index III Plan Member 0 | Other securities | — | — | $2.5M | 35.9% | |
| PlanMember Index V Plan Member 0 | Other securities | — | — | $1.8M | 25.9% | |
| PlanMember Index IV Plan Member 0 | Other securities | — | — | $1.2M | 16.9% | |
| PlanMember Hybrid V Plan Member 0 | Other securities | — | — | $572K | 8.2% | |
| PlanMember Index II Plan Member 0 | Other securities | — | — | $461K | 6.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $161K | 2.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $56K | 0.8% | |
| PlanMember Hybrid IV Plan Member 0 | Other securities | — | — | $43K | 0.6% | |
| DFA Intl Core Equity Portfolio Instl DFA 0 341 PlanMember Index I Plan Member 0 | Mutual Funds | — | — | $41K | 0.6% | |
| Vanguard Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $31K | 0.4% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $22K | 0.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $17K | 0.2% | |
| VALIC GFUA-398 INSTL VALIC · EIN 74-1625348 / PN 019 | Common Collective Trust | — | — | $10K | 0.1% | |
| Vanguard Value Index Adm Vanguard 0 695 Vanguard Real Estate Index Adm Vanguard 0 383 Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $8K | 0.1% | |
| PlanMember Hybrid I Plan Member 0 | Other securities | — | — | $7K | <0.1% | |
| PlanMember Hybrid III Plan Member 0 | Other securities | — | — | $5K | <0.1% | |
| Vanguard Long-Term Investment Grade Adm Vanguard 0 210 Vanguard Total Bond Market Index Adm Vanguard 0 333 DFA U.S. Core Equity I DFA 0 | Mutual Funds | — | — | $3K | <0.1% | |
| iShares Russell Mid-Cap Index K iShares 0 | Other securities | — | — | $3K | <0.1% | |
| AB Discovery Growth Z Alliance Bernstein 0 | Other securities | — | — | $3K | <0.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | 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.
