Vikas Kaushal signed Bronx Charter School for Excellence's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bronx Charter School for Excellence's EIN is 45-0507998.
Download the official 2023 Form 5500 (PDF) for Bronx Charter School for Excellence from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bronx Charter School for Excellence's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES INC | 13-3180178 | — | THIRD PARTY ADMINISTRATO | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Retirement annuity contracts * General | Other securities | — | — | $3.4M | 33.2% | |
| Fidelity Freedom Index 2040 INSTL PREM | Mutual Funds | — | — | $1.0M | 10.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 9.9% | |
| Fidelity Freedom Index 2045 INSTL PREM | Mutual Funds | — | — | $846K | 8.4% | |
| Fidelity Freedom Index 2050 INSTL PREM | Mutual Funds | — | — | $639K | 6.3% | |
| AB Large Cap Growth Fund | Mutual Funds | — | — | $370K | 3.7% | |
| Participant notes receivable * Maturity dates through August 2053; interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $289K | 2.9% | |
| Fidelity Freedom Index 2035 INSTL PREM | Mutual Funds | — | — | $246K | 2.4% | |
| Hartford International Opportunities | Other securities | — | — | $182K | 1.8% | |
| Voya Intermediate Bond Fund | Other securities | — | — | $162K | 1.6% | |
| Fidelity Freedom Index 2060 INSTL PREM | Mutual Funds | — | — | $133K | 1.3% | |
| Invesco Real Estate R6 | Mutual Funds | — | — | $125K | 1.2% | |
| AB Small Cap Growth Fund | Other securities | — | — | $109K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $99K | 1.0% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $92K | 0.9% | |
| Fidelity Freedom Index 2055 INSTL PREM | Mutual Funds | — | — | $76K | 0.7% | |
| BlackRock Mid-Cap Growth Equity Fund | Other securities | — | — | $72K | 0.7% | |
| American Century Small Cap Value R6 | Other securities | — | — | $66K | 0.7% | |
| Fidelity Freedom Index 2025 INSTL PREM | Mutual Funds | — | — | $50K | 0.5% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $48K | 0.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $45K | 0.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $43K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $37K | 0.4% | |
| Fidelity Freedom Index 2065 INSTL PREM | Mutual Funds | — | — | $30K | 0.3% | |
| MFS Utilities R6 | Mutual Funds | — | — | $25K | 0.2% | |
| Fidelity Freedom Index 2030 INSTL PREM | Mutual Funds | — | — | $14K | 0.1% | |
| PIMCO Global Bond Opps (USD-Hdg) Instl Fund | Mutual Funds | — | — | $5K | <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 |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | INVESTMENT ADV | $31K | — |
