Kristen Koenigsbouer signed Community Education Alliance of West Philadelphia's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Education Alliance of West Philadelphia's EIN is 30-0092680.
Download the official 2023 Form 5500 (PDF) for Community Education Alliance of West Philadelphia from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Community Education Alliance of West Philadelphia's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE | 13-5570651 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | FINANCIAL ADVISOR | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $669K | 23.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $611K | 21.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $466K | 16.0% | |
| Prudential Guaranteed Income Fund 704 Total guaranteed insurance accounts | Other securities | — | — | $310K | 10.7% | |
| Equitable Guaranteed Interest Account | Other securities | — | — | $309K | 10.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $261K | 9.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $168K | 5.8% | |
| EQ/MODERATE ALLOCATION EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $96K | 3.3% | |
| Participant loans Interest rates ranging from 7.50% to 10.50% | Bonds / Notes | — | — | $46K | 1.6% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $35K | 1.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $27K | 0.9% | |
| EQ/VALUE EQUITY EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $20K | 0.7% | |
| EQ/JPMORGAN GROWTH STOCK EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $17K | 0.6% | |
| MULTIMANAGER TECHNOLOGY EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $16K | 0.5% | |
| EQ/LG CAP GRW MANAGED VOL EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $14K | 0.5% | |
| EQ/SMALL COMPANY INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $12K | 0.4% | |
| EQ/MID CAP INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $12K | 0.4% | |
| JPMorgan US Equity L | Other securities | — | — | $12K | 0.4% | |
| 1290 VT GAMCO SMALL CO VAL EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $11K | 0.4% | |
| MULTIMANAGER AGGRESSIVE EQUITY EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $8K | 0.3% | |
| Vanguard Inflation Protected Secs Inv 3 Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $7K | 0.3% | |
| American Funds American Funds Europacific Growth R5 | Mutual Funds | — | — | $7K | 0.2% | |
| EQ/CAPITAL GROUP RESEARCH EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $6K | 0.2% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $6K | 0.2% | |
| PIMCO Commodity Real Ret Strat A 428 Templeton Global Bond Adv 641 Vanguard Equity Income Inv | Mutual Funds | — | — | $5K | 0.2% | |
| Equitable EQ/Common Stock Index | Common Stocks | — | — | $5K | 0.2% | |
| EQ/COM STCK INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| EQ/INTERNATIONAL EQUITY INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| EQ/CORE PLUS BOND EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $3K | 0.1% | |
| Equitable EQ/Emerging Markets Equity Plus 312 * Equitable EQ/Global Equity Managed Volume | Other securities | — | — | $3K | 0.1% | |
| EQ/GLB EQTY MANAGED VOL EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| Victory Sycamore Small Company Opp I | Common Stocks | — | — | $3K | 0.1% | |
| Allspring Core Plus Bond Instl | Other securities | — | — | $3K | <0.1% | |
| EQ/AGGRESSIVE ALLOCATION EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| American Century American Century Government Bond Inv | U.S. Treasuries | — | — | $2K | <0.1% | |
| Janus Henderson Janus Henderson Triton I | Mutual Funds | — | — | $2K | <0.1% | |
| DWS RREEF DWS RREEF Real Estate Securities S | Other securities | — | — | $2K | <0.1% | |
| Federated Hermes Federated Hermes Instl High Yield Bd IS | Other securities | — | — | $2K | <0.1% | |
| INVESCO V.I. HIGH YIELD EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| EQ/CORE BOND INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| EQ/MFS TECHNOLOGY EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| EQ/INT VAL MANAGED VOL EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| EQ/PIMCO GLOBAL REAL RETURN EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| EQ/LAZARD EMERGING MRKTS EQTY EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| EQ/CLEARBRIDGE LG CAP GRWT ESG EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2025 Fund 324 Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1K | <0.1% | |
| EQ/LARGE CAP GROWTH INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| EQ/LARGE CAP VALUE INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $617 | <0.1% |
