Success Preparatory Academy's EIN is 26-3202807.
Download the official 2024 Form 5500 (PDF) for Success Preparatory Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Success Preparatory Academy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Registered Investment Company | Mutual Funds | — | — | $1.1M | 33.5% | |
| Vanguard Target Retirement 2045 Inv Mutual Funds | Mutual Funds | — | — | $705K | 22.0% | |
| Vanguard Target Retirement 2055 Inv Mutual Funds | Mutual Funds | — | — | $429K | 13.4% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds | Mutual Funds | — | — | $344K | 10.7% | |
| Vanguard Target Retirement 2025 Inv Mutual Funds | Mutual Funds | — | — | $156K | 4.9% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds | Mutual Funds | — | — | $149K | 4.6% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Funds | Common Collective Trusts | — | — | $54K | 1.7% | |
| Vanguard Growth Index Admiral Mutual Funds | Mutual Funds | — | — | $47K | 1.5% | |
| Participant Loan Not Corrected Pending Correction Repayments are Outside VFCP in VFCP included: [ ] Plan Year 2013-2023 41,509 $ - 41,509 $ - | Participant loans | — | — | $42K | 1.3% | |
| Vanguard Target Retirement 2020 Inv Mutual Funds | Mutual Funds | — | — | $33K | 1.0% | |
| Vanguard Total Bond Intl Stock Index Admiral Mutual Funds | Mutual Funds | — | — | $13K | 0.4% | |
| Vanguard 500 Index Admiral Mutual Funds | Common Collective Trusts | — | — | $10K | 0.3% | |
| Notes receivable from participants Bearing interest at 5.25%-7.25% - | Bonds / Notes | — | — | $8K | 0.3% | |
| Loan 4.25% - 9.50% | Bonds / Notes | — | — | $8K | 0.3% | |
| Vanguard Ext. Market Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $8K | 0.2% | |
| Vanguard Target Retirement 2035 Inv Mutual Funds | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard Total Bond Market Index Adm Mutual Funds | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Total Bond Mk Index Adm Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Federal Money Market Investor Interest Bearing Cash | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Federal Money Market Money Market Fund | 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.
