Hillary Prince signed Brooklyn Prospect Charter School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brooklyn Prospect Charter School's EIN is 26-3206518.
Download the official 2024 Form 5500 (PDF) for Brooklyn Prospect Charter School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brooklyn Prospect Charter 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WBG ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS Vanguard Target Retirement 2055 Inv | Mutual Funds | — | $82K | $4.6M | 25.0% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | $87K | $4.3M | 23.7% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | $86K | $2.6M | 14.0% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | $48K | $2.5M | 13.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $2K | $971K | 5.3% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | $14K | $609K | 3.3% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | $14K | $517K | 2.8% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | $14K | $344K | 1.9% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | $9K | $271K | 1.5% | |
| Vanguard Small Cap Index Admiral Index | Mutual Funds | — | $2K | $230K | 1.3% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | $17K | $229K | 1.2% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | $2K | $176K | 1.0% | |
| Vanguard Value Index Adm | Mutual Funds | — | $2K | $159K | 0.9% | |
| Vanguard Mid-Cap Index Admiral 290 | Mutual Funds | — | — | $95K | 0.5% | |
| GROUP ANNUITY CONTRACT * Key Guaranteed Portfolio Fund | Common Stocks | — | $76K | $76K | 0.4% | |
| Vanguard Real Estate Index Admiral 560 | Mutual Funds | — | — | $71K | 0.4% | |
| Vanguard Small Cap Value Index Admiral 736 | Mutual Funds | — | — | $63K | 0.3% | |
| MFS Growth R6 297 | Mutual Funds | — | — | $60K | 0.3% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | $5K | $47K | 0.3% | |
| American Century Mid Cap Value R6 | Other securities | — | $3K | $45K | 0.2% | |
| Invesco Small Cap Growth R6 687 | Mutual Funds | — | — | $27K | 0.1% | |
| Vanguard Emerging Mkts Stock Admiral 712 | Mutual Funds | — | — | $26K | 0.1% | |
| American Century Inflation-Adjusted Bond R5 | Other securities | — | $2K | $26K | 0.1% | |
| PGIM Total Return Bond R6 | Other securities | — | $1K | $17K | <0.1% | |
| Thornburg International Value R6 579 | Other securities | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2025 Inv 698 | Mutual Funds | — | — | $13K | <0.1% | |
| American Funds Capital World G/I R6 143 | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WESTPORT, CT |
| INVESTMENT ADVISOR |
| $34K |
| — |
