Kathy Fernandez signed The Williamsburg Charter High School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Williamsburg Charter High School's EIN is 42-1624009.
Download the official 2024 Form 5500 (PDF) for The Williamsburg Charter High School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Williamsburg Charter High School's plan includes ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTPORT BENEFITS GROUP | — | WESTPORT, CT | NONE | $21K | — |
| SENTINEL BENEFITS & FINANCIAL GROUP | 20-5916766 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES T. Rowe Price Retirement 2045 | Mutual Funds | — | $48K | $1.1M | 22.7% | |
| T. Rowe Price Retirement 2040 | Other securities | — | $26K | $799K | 16.8% | |
| T. Rowe Price Retirement 2050 | Other securities | — | $29K | $558K | 11.8% | |
| T. Rowe Price Retire 2055 | Other securities | — | $25K | $490K | 10.3% | |
| T. Rowe Price Retirement 2035 | Other securities | — | $23K | $476K | 10.0% | |
| T. Rowe Price Retirement 2030 | Other securities | — | $8K | $198K | 4.2% | |
| T. Rowe Price Reitre 2020 | Other securities | — | $9K | $165K | 3.5% | |
| Vanguard 500 Index Admiral 265 | Common Collective Trusts | — | — | $144K | 3.0% | |
| MFS Growth Fund R3 696 | Mutual Funds | — | — | $126K | 2.7% | |
| T. Rowe Price Retirement 2025 | Other securities | — | $8K | $125K | 2.6% | |
| 9.50% with maturities through 2051 | Bonds / Notes | — | — | $124K | 2.6% | |
| T. Rowe Price Retire 2015 | Other securities | — | $5K | $62K | 1.3% | |
| MFS Aggressive Growth Alloc - R4 | Mutual Funds | — | $1K | $42K | 0.9% | |
| Vanguard Small Cap Index Adm 366 | Mutual Funds | — | — | $42K | 0.9% | |
| MONEY MARKET FUND Invesco Government Money Market R | Mutual Funds | — | $41K | $41K | 0.9% | |
| Macquarie Small Cap Core Fund Instl | Other securities | — | $1K | $33K | 0.7% | |
| MFS International Diversification Fund R3 | Mutual Funds | — | $1K | $32K | 0.7% | |
| American Funds American Balance R3 833 | Mutual Funds | — | — | $28K | 0.6% | |
| T. Rowe Price Retirement Balanced | Other securities | — | $1K | $18K | 0.4% | |
| MFS Conservative Allocation 756 | Mutual Funds | — | — | $12K | 0.3% | |
| T. Rowe Price Equity Income R 284 | Other securities | — | — | $10K | 0.2% | |
| MFS Total Return Bond Fund - R3 708 | Mutual Funds | — | — | $7K | 0.1% | |
| Templeton Global Bond Adv 859 | Mutual Funds | — | — | $6K | 0.1% | |
| T. Rowe Price Short-Term Bond | Other securities | — | $1K | $5K | 0.1% | |
| ClearBridge International Growth Fund Class A 74 | Other securities | — | — | $4K | <0.1% | |
| Vanguard FTSE All-World ex-US Index Admiral 122 | Mutual Funds | — | — | $4K | <0.1% | |
| MFS Growth Allocation R4 161 | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Extended Market Index Admiral 13 | Mutual Funds | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2065 118 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
