Excelsior Academy's EIN is 26-0806243.
Download the official 2024 Form 5500 (PDF) for Excelsior Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excelsior Academy's plan includes 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| EMPOWER ADVISORY GROUP. LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LIFECYCLE INDEX 2045 R6 NUVEEN | Mutual Funds | — | $970K | $1.3M | 21.1% | |
| LIFECYCLE INDEX 2050 R6 NUVEEN | Mutual Funds | — | $725K | $1.0M | 15.9% | |
| LIFECYCLE INDEX 2040 R6 NUVEEN | Mutual Funds | — | $687K | $921K | 14.6% | |
| LIFECYCLE INDEX 2055 R6 NUVEEN | Mutual Funds | — | $439K | $600K | 9.5% | |
| 500 INDEX ADMIRAL VANGUARD | Common Collective Trusts | — | $434K | $526K | 8.3% | |
| LIFECYCLE INDEX 2035 R6 NUVEEN | Mutual Funds | — | $294K | $391K | 6.2% | |
| NEW WORLD R6 AMERICAN FUNDS | Mutual Funds | — | $165K | $190K | 3.0% | |
| INTL DIVERSIFICATION R6 MFS | Mutual Funds | — | $150K | $174K | 2.7% | |
| SMALL CAP VALUE R6 AMERICAN CENTURY 1 SMALL CAP INDEX ADM VANGUARD | Mutual Funds | — | $143K | $164K | 2.6% | |
| MID CAP INDEX FUND ADMIRAL VANGUARD | Common Collective Trusts | — | $124K | $154K | 2.4% | |
| 16 LOANS OUTSTANDING PARTICIPANT LOAND | Participant loans | — | $140K | $140K | 2.2% | |
| LIFECYCLE INDEX RETIREMENT INC R6 NUVEEN | Mutual Funds | — | $109K | $115K | 1.8% | |
| US EQUITY R6 JPMORGAN | Other securities | — | $68K | $81K | 1.3% | |
| LIFECYCLE INDEX 2060 R6 NUVEEN | Mutual Funds | — | $60K | $75K | 1.2% | |
| LARGE CAP GROWTH Z AB | Other securities | — | $50K | $67K | 1.1% | |
| INDEX ADMIRAL VANGUARD | Real Estate | — | $64K | $64K | 1.0% | |
| COMMODITY STRATEGIES INSTL BLACKROCK | Other securities | — | $43K | $49K | 0.8% | |
| LIFECYCLE INDEX 2025 R6 NUVEEN | Mutual Funds | — | $40K | $45K | 0.7% | |
| MODERATE G/I PORTFOLIO R6 AMER FUNDS | Other securities | — | $32K | $34K | 0.5% | |
| GUARANTEED INTEREST FUND * GREAT WESTERN | Other securities | — | $29K | $30K | 0.5% | |
| US VALUE R6 JPMORGAN | Other securities | — | $28K | $29K | 0.5% | |
| GLOBAL BOND OPPORTUNITIES R6 JPMORGAN | Other securities | — | $28K | $28K | 0.4% | |
| BOND FUND OF AMER R6 AMERICAN FUDNS | Other securities | — | $26K | $26K | 0.4% | |
| LIFECYCLE INDEX 2030 R6 NUVEEN | Mutual Funds | — | $15K | $20K | 0.3% | |
| MID CAP VALUE R6 MFS | Mutual Funds | — | $17K | $18K | 0.3% | |
| SMALL CAP GROWTH R6 AMERICAN CENTURY | Other securities | — | $6K | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVEST ADVISOR |
| $20K |
| — |
