Tiffany King signed Jserra Catholic High School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jserra Catholic High School's EIN is 33-0901351.
Download the official 2023 Form 5500 (PDF) for Jserra Catholic High School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Jserra Catholic High School'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON POINTE HOLDINGS LLC DBA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 # | Mutual Funds | — | — | $1.3M | 14.9% | |
| AMERICAN FUNDS AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 # | Mutual Funds | — | — | $1.1M | 12.0% | |
| AMERICAN FUNDS AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 # | Mutual Funds | — | — | $1.0M | 11.6% | |
| AMERICAN FUNDS AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 # | Mutual Funds | — | — | $797K | 9.0% | |
| AMERICAN FUNDS AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 # | Mutual Funds | — | — | $697K | 7.9% | |
| FIDELITY MID CAP INDEX # | Mutual Funds | — | — | $622K | 7.0% | |
| held by Empower * KEY GUARANTEED PORTFOLIO FUND # | Guaranteed Income / GIC | — | — | $463K | 5.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 # | Mutual Funds | — | — | $462K | 5.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 # | Mutual Funds | — | — | $412K | 4.7% | |
| EMPOWER S&P MIDCAP 400 INDEX FUND INV # 1 VICTORY SYCAMORE VICTORY SYCAMORE ESTABLISHED VALUE A # 4 * EMPOWER S&P 500 INDEX FUND INV # 13 MFS MASSACHUSETTS INVESTORS GR STK R6 # | Common Collective Trusts | — | — | $406K | 4.6% | |
| AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GR R3 # 12 AMERICAN FUNDS AMERICAN FUNDS NEW WORLD R6 # | Mutual Funds | — | — | $383K | 4.3% | |
| BNY MELLON BNY MELLON WORLDWIDE GROWTH A # 2 MFS RESEARCH INTERNATIONAL R6 # | Mutual Funds | — | — | $192K | 2.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 # | Mutual Funds | — | — | $170K | 1.9% | |
| PUTNAM LARGE CAP VALUE R6 # | Mutual Funds | — | — | $160K | 1.8% | |
| VIRTUS CEREDEX LARGE-CAP VALUE EQUITY I # 2 BLACKROCK GLOBAL ALLOCATION INV A # 1 FIDELITY INTERNATIONAL BOND INDEX # | Mutual Funds | — | — | $132K | 1.5% | |
| INVESCO DEVELOPING MARKETS A # 2 NEUBERGER BERMAN NEUBERGER BERMAN REAL ESTATE A # 1 * EMPOWER S&P SMCAP 600 INDEX FUND INV # 2 JANUS HENDERSON TRITON S # 2 JPMORGAN SMALL CAP EQUITY R6 # | Common Collective Trusts | — | — | $120K | 1.4% | |
| PIONEER BOND A # 2 PGIM TOTAL RETURN BOND R6 # | Other securities | — | — | $117K | 1.3% | |
| PUTNAM GLOBAL INCOME TRUST R6 # | Mutual Funds | — | — | $92K | 1.0% | |
| AMERICAN FUNDS AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 # | Mutual Funds | — | — | $75K | 0.8% | |
| AMERICAN FUNDS AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 # | Mutual Funds | — | — | $64K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEWPORT BEACH, CA |
| INVESTMENT ADVISOR |
| $33K |
| — |
