Scott McDonald signed Fernleaf Community Charter School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fernleaf Community Charter School's EIN is 47-1184515.
Download the official 2024 Form 5500 (PDF) for Fernleaf Community Charter School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fernleaf Community Charter School's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | Common Collective Trusts | — | — | $1.1M | 39.8% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | Common Collective Trusts | — | — | $549K | 19.1% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $471K | 16.4% | |
| Fidelity Extended Market Index Fidelity 0 | Mutual Funds | — | — | $203K | 7.0% | |
| Fidelity Emerging Markets Index Fidelity 0 | Mutual Funds | — | — | $169K | 5.9% | |
| iShares Developed Rl Estate Ind K Ishares 0 | Other securities | — | — | $131K | 4.6% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | Mutual Funds | — | — | $63K | 2.2% | |
| Vanguard High Yield Corp Adm Vanguard 0 | Mutual Funds | — | — | $63K | 2.2% | |
| Vanguard U.S. Growth Adm Vanguard 0 | Mutual Funds | — | — | $41K | 1.4% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | Mutual Funds | — | — | $37K | 1.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 5 DFA U.S. Large Cap Value Portfolio I DFA 0 | Mutual Funds | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
