Daniel Gonzalez signed Classical Charter Schools' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Classical Charter Schools' EIN is 46-0625647.
Download the official 2024 Form 5500 (PDF) for Classical Charter Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Classical Charter Schools' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $60K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $5.0M | 33.2% | |
| PGIM HIGH YIELD FUND R6 369 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.0M | 13.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.7M | 11.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $1.1M | 7.5% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $1.0M | 6.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $891K | 5.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $772K | 5.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $758K | 5.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $583K | 3.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $177K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $147K | 1.0% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $124K | 0.8% | |
| COLUMBIA OVERSEAS VALUE I3 997 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $92K | 0.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $82K | 0.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $41K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $35K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $35K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $21K | 0.1% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $16K | 0.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $16K | 0.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $16K | 0.1% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| VANGUARD MID CAP VALUE IND ADM 498 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $13K | <0.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $10K | <0.1% | |
| PIMCO INTL BOND USD HDGD I 368 REGISTERED INVESTMENT COMPANY PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
