Layne Young signed Challenger School Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Challenger School Foundation's EIN is 47-1405971.
Download the official 2024 Form 5500 (PDF) for Challenger School Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Challenger School Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | 27-3188744 | — | NONE | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SIA LARGE CAP GROWTH ALTA TRUST COMPANY · EIN 83-1419179 / PN 001 | Common Collective Trust | — | — | $12.8M | 19.1% | |
| SIA GLOBAL GROWTH 2 ALTA TRUST COMPANY · EIN 83-1466030 / PN 002 | Common Collective Trust | — | — | $9.1M | 13.7% | |
| FIDELITY 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $8.9M | 13.4% | |
| Oakmark Investor | Other securities | — | — | $7.3M | 10.9% | |
| T. ROWE PRICE STB VAL COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $7.1M | 10.7% | |
| Common collective trust funds SIA Diversified Bond 2 | Common Collective Trusts | — | — | $3.0M | 4.4% | |
| SCHWAB INST DIVERSIFIED INTL TR FD CHARLES SCHWAB TRUST BANK · EIN 81-0625170 / PN 006 | Common Collective Trust | — | — | $3.0M | 4.4% | |
| Oakmark Equity & Income Investor | Other securities | — | — | $2.4M | 3.6% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $1.9M | 2.9% | |
| Oakmark International Investor | Other securities | — | — | $1.9M | 2.8% | |
| Wasatch Small Cap Value I | Other securities | — | — | $1.6M | 2.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.5M | 2.2% | |
| Artisan Midcap Fund | Mutual Funds | — | — | $1.4M | 2.2% | |
| MFS Midcap Value CL R4 | Mutual Funds | — | — | $1.3M | 1.9% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $1.1M | 1.6% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.0M | 1.5% | |
| Invesco Oppenheimer Gold & Special Minerals | Mutual Funds | — | — | $1.0M | 1.5% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $711K | 1.1% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $694K | 1.0% | |
| Fidelity Inflation-Protected Bond Ind | Mutual Funds | — | — | $522K | 0.8% | |
| Vanguard Emerging Markets Index Admiral | Mutual Funds | — | — | $514K | 0.8% | |
| Participant notes receivable Interest Rate 4.25% - 9.50% | Bonds / Notes | — | — | $393K | 0.6% | |
| Cohen & Steers Realty Shares L | Other securities | — | — | $389K | 0.6% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $236K | 0.4% |
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 |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $13K | — |
