Jerry Belcher signed Canterbury School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Canterbury School's EIN is 35-1410931.
Download the official 2023 Form 5500 (PDF) for Canterbury School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Canterbury School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $62K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $950 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Fixed Account - Fully benefit-responsive | Common Stocks | — | — | $2.3M | 10.2% | |
| LVIP Dimensional US Core Equity 1 33,864 shares | Mutual Funds | — | $34K | $1.9M | 8.1% | |
| Vangrd Trgt Retire 2030 Fd Inv 46,348 shares | Other securities | — | $46K | $1.8M | 7.9% | |
| Vangrd Trgt Retire 2025 Fd Inv 71,149 shares | Other securities | — | $71K | $1.4M | 6.2% | |
| Vangrd 500 Index Fund Adm 2,613 shares | Common Collective Trusts | — | $3K | $1.4M | 5.9% | |
| Vangrd Trgt Retire 2035 Fd Inv 50,376 shares | Other securities | — | $50K | $1.2M | 5.4% | |
| Vangrd Mid-Cap Index Fund Adm 2,903 shares | Common Collective Trusts | — | $3K | $928K | 4.0% | |
| Vangrd Tot Int Stk In F Adm 25,815 shares | Other securities | — | $26K | $880K | 3.8% | |
| Voya Fixed Account - Fully benefit-responsive | Common Stocks | — | — | $853K | 3.7% | |
| Vangrd Value Index Fund Adm 12,523 shares | Common Collective Trusts | — | $13K | $844K | 3.7% | |
| Vangrd Trgt Retire 2040 Fd Inv 17,405 shares | Other securities | — | $17K | $768K | 3.3% | |
| Vangrd Trgt Retire 2050 Fd Inv 14,168 shares | Other securities | — | $14K | $717K | 3.1% | |
| Vangrd Tot Bd Mkt Ind Fd Adm 71,541 shares | Other securities | — | $72K | $699K | 3.0% | |
| Vangrd Trgt Retire 2045 Fd Inv 21,677 shares | Other securities | — | $22K | $654K | 2.8% | |
| TIAA Traditional - Nonbenefit-responsive | Mutual Funds | — | — | $645K | 2.8% | |
| Fidelity VIP Growth 87,310 shares | Mutual Funds | — | $87K | $509K | 2.2% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | Common Stocks | — | $17K | $498K | 2.2% | |
| Vangrd Sm-Cap Vl Index Fnd Adm 5,771 shares | Other securities | — | $6K | $492K | 2.1% | |
| Vanguard Real Estate Indx Adm 3,176 shares | Mutual Funds | — | $3K | $428K | 1.9% | |
| CREF Growth 833 units | Mutual Funds | — | — | $395K | 1.7% | |
| Variable Annuity Accounts CREF Stock 389 units | Mutual Funds | — | — | $345K | 1.5% | |
| CREF Equity Index 657 units | Common Collective Trusts | — | — | $317K | 1.4% | |
| Vangrd Growth Index Fund Adm 1,244 shares | Common Collective Trusts | — | $1K | $241K | 1.0% | |
| LVIP JPMorgan Retirement Income Fund 18,928 shares | Other securities | — | $19K | $227K | 1.0% | |
| CREF Core Bond R1 Registered Investment Company | Mutual Funds | — | — | $179K | 0.8% | |
| Vangrd Trgt Retire 2065 Fd Inv 5,035 shares | Other securities | — | $5K | $172K | 0.7% | |
| Vangrd Tot Int Bnd In F Adm 8,345 shares | Other securities | — | $8K | $166K | 0.7% | |
| CREF Global Equities 493 units | Mutual Funds | — | — | $164K | 0.7% | |
| Vangrd Trgt Retire Inc Fd Inv 10,840 shares | Common Stocks | — | $11K | $149K | 0.6% | |
| Vangrd Trgt Retire 2055 Fd Inv 2,451 shares | Other securities | — | $2K | $138K | 0.6% | |
| CREF Inflation-linked Bond 1555 units | Mutual Funds | — | — | $129K | 0.6% | |
| CREF Money Market 4365 units | Mutual Funds | — | — | $125K | 0.5% | |
| LVIP Blended LRG CAP Growth MNGD 7,248 shares | Other securities | — | $7K | $124K | 0.5% | |
| LVIP MACQUARIE SOCIAL AWARENESS 3,755 shares | Other securities | — | $4K | $121K | 0.5% | |
| LVIP SSGA S&P 500 Index 434 shares | Common Collective Trusts | — | — | $113K | 0.5% | |
| LVIP Government Money Market 18,595 shares | Cash / Money Market | — | $19K | $100K | 0.4% | |
| LOAN FUND Participant Loans - Rates 46.50% to 10.0% | Bonds / Notes | — | — | $97K | 0.4% | |
| to 9.75% | Bonds / Notes | — | — | $97K | 0.4% | |
| Fidelity VIP Contrafund 11,042 shares | Mutual Funds | — | $11K | $95K | 0.4% | |
| LVIP T. ROWE PRICE STRUCTURED Pooled Separate Account | Pooled Separate Accounts | — | $11K | $87K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $73K | 0.3% | |
| BLACKROCK GLOBAL ALLOCATION Pooled Separate Account | Pooled Separate Accounts | — | $3K | $67K | 0.3% | |
| LVIP MACQUARIE SMID CAP CORE SERIES 504 shares | Other securities | — | — | $66K | 0.3% | |
| LVIP MACQUARIE BOND 5,421 shares | Other securities | — | $5K | $62K | 0.3% | |
| CREF Social Choice 126 units | Mutual Funds | — | — | $46K | 0.2% | |
| LVIP SSGA Bond Index 3,619 shares | Other securities | — | $4K | $44K | 0.2% | |
| American Funds Growth 529 shares | Mutual Funds | — | — | $42K | 0.2% | |
| Vangrd Trgt Retire 2060 Fd Inv 718 shares | Other securities | — | — | $37K | 0.2% | |
| LVIP Protected Profile 2030 1,639 shares | Pooled Separate Accounts | — | $2K | $32K | 0.1% | |
| LVIP MACQUARIE DIVERSIFIED INCOME 1,555 shares | Other securities | — | $2K | $30K | 0.1% |
