Madhavi Rampalli signed Groves Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Groves Academy's EIN is 41-0979871.
Download the official 2024 Form 5500 (PDF) for Groves Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Groves Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Cent One Choice 2065 Inv Fd | Other securities | — | $0 | $1.7M | 14.4% | |
| CREF EQUITY INDEX | Common Collective Trusts | — | $0 | $1.6M | 13.9% | |
| CREF BOND MARKET | Mutual Funds | — | $0 | $1.4M | 11.9% | |
| Am Fds EuroPacific Grth R4 Fd | Other securities | — | $0 | $1.1M | 9.1% | |
| Am Cent One Choice 2040 Inv Fd | Other securities | — | $0 | $982K | 8.3% | |
| Am Cent One Choice 2045 Inv Fd | Other securities | — | $0 | $956K | 8.1% | |
| PIMCO StocksPLUS Small A Fund | Mutual Funds | — | $0 | $791K | 6.7% | |
| STANDARD STABLE ASSET I FUND | Other securities | — | $0 | $520K | 4.4% | |
| Am Cent One Choice 2035 Inv Fd | Other securities | — | $0 | $474K | 4.0% | |
| Am Cent One Choice 2050 Inv Fd | Other securities | — | $0 | $346K | 2.9% | |
| Am Cent One Choice 2030 Inv Fd | Other securities | — | $0 | $282K | 2.4% | |
| Am Cent One Choice 2055 Inv Fd | Other securities | — | $0 | $276K | 2.3% | |
| Nuveen S&P 500 Indx R6 Fd | Common Collective Trusts | — | $0 | $255K | 2.2% | |
| Parnassus Core Equity I Fund | Other securities | — | $0 | $200K | 1.7% | |
| Am Cent One Choice 2060 Inv Fd | Other securities | — | $0 | $191K | 1.6% | |
| Prin RE Secs R6 Fund | Other securities | — | $0 | $106K | 0.9% | |
| JP Morgan Mid Cap Eq I Fund | Other securities | — | $0 | $100K | 0.8% | |
| Harbor Capital App Adm Fund | Other securities | — | $0 | $95K | 0.8% | |
| CREF SOCIAL CHOICE | Mutual Funds | — | $0 | $87K | 0.7% | |
| CREF MONEY MARKET R1 | Mutual Funds | — | $0 | $65K | 0.6% | |
| CREF INFLATION LINKED BOND | Mutual Funds | — | $0 | $64K | 0.5% | |
| Allspring Core Bond Adm Fund | Other securities | — | $0 | $48K | 0.4% | |
| CREF STOCK R1 | Mutual Funds | — | $0 | $40K | 0.3% | |
| Am Cent One Chc In Ret Inv Fd | Other securities | — | $0 | $38K | 0.3% | |
| Participant Loans | Participant loans | — | — | $23K | 0.2% | |
| T Rowe Price SmCp Stock Adv Fd | Mutual Funds | — | $0 | $23K | 0.2% | |
| TIAA REAL ESTATE | Mutual Funds | — | $0 | $23K | 0.2% | |
| CREF GLOBAL EQUITIES | Mutual Funds | — | $0 | $17K | 0.1% | |
| Am Cent One Choice 2025 Inv Fd | Other securities | — | $0 | $17K | 0.1% | |
| Invesco Comstock A Fund | Mutual Funds | — | $0 | $14K | 0.1% | |
| CREF GR | Mutual Funds | — | $0 | $2K | <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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $16K | — |
