John Adams Academy's EIN is 27-1896345.
Download the official 2022 Form 5500 (PDF) for John Adams Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)John Adams 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVEST RESEARCH ADVISOR | 42-1445429 | — | NONE | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Tiaa-Cref Lifecycle Idx 2045 R mutual fund shares | Common Collective Trusts | — | — | $1.5M | 15.3% | |
| Tiaa-Cref Lifecycle Idx 2040 R mutual fund shares | Common Collective Trusts | — | — | $1.3M | 13.5% | |
| Tiaa-Cref Lifecycle Idx 2050 R mutual fund shares | Common Collective Trusts | — | — | $1.2M | 11.7% | |
| Tiaa-Cref Lifecycle Idx 2055 R mutual fund shares | Common Collective Trusts | — | — | $1.0M | 10.2% | |
| Tiaa-Cref Lifecycle Idx 2035 R mutual fund shares | Common Collective Trusts | — | — | $911K | 9.2% | |
| Tiaa-Cref Lifecycle Idx 2060 R mutual fund shares | Common Collective Trusts | — | — | $804K | 8.1% | |
| Tiaa-Cref Lifecycle Idx 2030 R mutual fund shares | Common Collective Trusts | — | — | $651K | 6.6% | |
| Tiaa-Cref Lifecycle Idx 2025 R mutual fund shares | Common Collective Trusts | — | — | $413K | 4.2% | |
| Tiaa-Cref Large-Cap Growth R mutual fund shares | Mutual Funds | — | — | $266K | 2.7% | |
| Tiaa-Cref Lifecycle Idx 2020 R mutual fund shares | Common Collective Trusts | — | — | $214K | 2.2% | |
| Vanguard 500 Index Admirl mutual fund shares | Common Collective Trusts | — | — | $210K | 2.1% | |
| Standard Ins Co Stable Asset Fund C | Common Stocks | — | — | $206K | 2.1% | |
| MFS New Discovery Value R5 mutual fund shares | Mutual Funds | — | — | $98K | 1.0% | |
| Vanguard Small Cap Index Adm mutual fund shares | Mutual Funds | — | — | $96K | 1.0% | |
| Amerfds New Perspective R4 mutual fund shares | Other securities | — | — | $93K | 0.9% | |
| Columbia Dividen Incm FD Instl 3 Class mutual fund shares | Other securities | — | — | $87K | 0.9% | |
| Vanguard Mid Cap Index Adm mutual fund shares | Mutual Funds | — | — | $75K | 0.8% | |
| Fidelity Adv Total Bond Class Z mutual fund shares | Mutual Funds | — | — | $72K | 0.7% | |
| PIMCO Income Adm mutual fund shares | Mutual Funds | — | — | $72K | 0.7% | |
| Amerfds New World R6 mutual fund shares | Other securities | — | — | $69K | 0.7% | |
| Parnassus Core Eqty Inv mutual fund shares | Other securities | — | — | $68K | 0.7% | |
| Tiaa-Cref Lifecycle Idx 2065 R mutual fund shares | Common Collective Trusts | — | — | $57K | 0.6% | |
| Amercent Midcap Val Inv mutual fund shares | Other securities | — | — | $49K | 0.5% | |
| Prudential High-Yield Q mutual fund shares | Other securities | — | — | $35K | 0.4% | |
| Participant loans Maturity dates from 2023 to 2025 | Participant loans | — | — | $34K | 0.3% | |
| American Strat Alloc Mod R6 mutual fund shares ** 150 JP Morgan Mid Cap Growth mutual fund shares | Other securities | — | — | $33K | 0.3% | |
| Vanguard International Growth Adm mutual fund shares | Mutual Funds | — | — | $33K | 0.3% | |
| Columbia Overseas Value Fund Inst 3 Clas mutual fund shares | Other securities | — | — | $29K | 0.3% | |
| Vanguard Developed Markets Inx Admiral mutual fund shares | Mutual Funds | — | — | $28K | 0.3% | |
| Alger Small Cap Focus mutual fund shares | Other securities | — | — | $27K | 0.3% | |
| Tiaa-Cref Lifecycle Idx 2015 R mutual fund shares | Common Collective Trusts | — | — | $26K | 0.3% | |
| Tiaa-Cref Large-Real Estate Sec Instl mutual fund shares | Mutual Funds | — | — | $22K | 0.2% | |
| American Strat Alloc Agrsv Inv mutual fund shares | Other securities | — | — | $9K | <0.1% | |
| Tiaa-Cref Lifecycle Idx 2010 R mutual fund shares | Common Collective Trusts | — | — | $7K | <0.1% | |
| STANDARD INS CO STABLE ASSET FUND C STANDARD INSURANCE CO · EIN 93-0242990 / PN 000 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | 94-2456320 | CHICO, CA | NONE | $4K | — |
