BETH Goodfellow signed Southwest Chicago Christian School Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Chicago Christian School Association's EIN is 36-3590627.
Download the official 2024 Form 5500 (PDF) for Southwest Chicago Christian School Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Chicago Christian School Association's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $849 | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $849 | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $570 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 14 Empower Trust Company, LLC Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $561K | 14.2% | |
| 12 Empower Trust Company, LLC Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $494K | 12.5% | |
| 15 Empower Trust Company, LLC Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $352K | 8.9% | |
| 16 Empower Trust Company, LLC Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $310K | 7.8% | |
| 13 Empower Trust Company, LLC Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $277K | 7.0% | |
| 7 Empower Trust Company, LLC Fidelity 500 Index Fund | Common Collective Trusts | — | — | $265K | 6.7% | |
| 18 Empower Trust Company, LLC Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $240K | 6.1% | |
| 17 Empower Trust Company, LLC Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $212K | 5.3% | |
| 4 Empower Trust Company, LLC American Funds The Growth Fund of America | Mutual Funds | — | — | $163K | 4.1% | |
| 21 Empower Trust Company, LLC Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $128K | 3.2% | |
| 3 Empower Trust Company, LLC American Funds EUPAC | Mutual Funds | — | — | $119K | 3.0% | |
| 20 Empower Trust Company, LLC Fidelity International Index Fund | Common Collective Trusts | — | — | $118K | 3.0% | |
| 5 Empower Trust Company, LLC BlackRock Mid-Cap Growth Equity Portfolio | Common Stocks | — | — | $111K | 2.8% | |
| 22 Empower Trust Company, LLC Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $97K | 2.5% | |
| 11 Empower Trust Company, LLC Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $82K | 2.1% | |
| 19 Empower Trust Company, LLC Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $75K | 1.9% | |
| 24 Empower Trust Company, LLC Janus Henderson Triton Fund | Mutual Funds | — | — | $73K | 1.8% | |
| 23 Empower Trust Company, LLC Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $62K | 1.6% | |
| 28 Empower Trust Company, LLC T. Rowe Price Dividend Growth Fund | Common Stocks | — | — | $61K | 1.5% | |
| 26 Empower Trust Company, LLC JPMorgan Equity Income Fund | Common Stocks | — | — | $53K | 1.3% | |
| 25 Empower Trust Company, LLC JPMorgan Core Plus Bond Fund | Common Stocks | — | — | $27K | 0.7% | |
| 1 *Empower Annuity Insurance Co. of America EI Fixed Account | Common Stocks | — | — | $21K | 0.5% | |
| 6 Empower Trust Company, LLC BlackRock Mortgage-Backed Securities Fund | Common Stocks | — | — | $19K | 0.5% | |
| 27 Empower Trust Company, LLC PIMCO International Bond Fund (U.S. Dollar-Hedged) | Mutual Funds | — | — | $18K | 0.5% | |
| 2 Empower Trust Company, LLC American Century Inflation Adjusted Bond Fund | Common Stocks | — | — | $17K | 0.4% | |
| 10 Empower Trust Company, LLC Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $5K | 0.1% | |
| 8 Empower Trust Company, LLC Fidelity Freedom Index Retirement Fund ** 493 9 Empower Trust Company, LLC Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ANNUITY INSURANCE COMPNAY O |
| — |
| GREENWOOD VILLAGE, CO |
| RECORDKEEPER |
| $570 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANTEFORT INVESTMENT GROUP, LLC | 26-3314473 | SCHERERVILLE, IN | BROKER/ADVISER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | 35-2091834 | FORT WAYNE, IN | CONTRACT ADMIN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $688 | — |
