Jeanine Taylor signed Integration Charter Schools' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integration Charter Schools' EIN is 47-2459523.
Download the official 2023 Form 5500 (PDF) for Integration Charter Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Integration Charter Schools' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2050 Mutual Funds | Other securities | — | — | $2.8M | 21.9% | |
| FA FREEDOM 2055 Mutual Funds | Other securities | — | — | $1.9M | 14.3% | |
| FA FREEDOM 2035 Mutual Funds | Other securities | — | — | $1.4M | 10.5% | |
| FA FREEDOM 2045 Mutual Funds | Other securities | — | — | $1.2M | 9.3% | |
| FA FREEDOM 2040 Mutual Funds | Other securities | — | — | $1.2M | 9.0% | |
| FA NEW INSIGHTS A Mutual Funds | Other securities | — | — | $829K | 6.4% | |
| FA FREEDOM 2060 Mutual Funds | Other securities | — | — | $733K | 5.7% | |
| FA FREEDOM 2030 Mutual Funds | Other securities | — | — | $566K | 4.4% | |
| VICTORY S ESTB VAL I Mutual Funds | Other securities | — | — | $367K | 2.8% | |
| FA FREEDOM 2025 Mutual Funds | Other securities | — | — | $279K | 2.2% | |
| FA GOV INCOME Z Mutual Funds ** 167 Notes receivable from participants through * March 2030 Bearing interest at 3.25%-8.50% - | Bonds / Notes | — | — | $236K | 1.8% | |
| FA FREEDOM 2065 Mutual Funds | Other securities | — | — | $180K | 1.4% | |
| FA FREEDOM 2020 Mutual Funds | Other securities | — | — | $152K | 1.2% | |
| FA BIOTECHNOLOGY Z Mutual Funds | Other securities | — | — | $121K | 0.9% | |
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $105K | 0.8% | |
| INVS DIVRS DIVIDEND A Mutual Funds | Other securities | — | — | $102K | 0.8% | |
| FID GLB EX US IDX Mutual Funds | Common Collective Trusts | — | — | $74K | 0.6% | |
| AF NEW WORLD R5E Mutual Funds | Other securities | — | — | $69K | 0.5% | |
| FA FREEDOM INC Z Mutual Funds | Common Stocks | — | — | $41K | 0.3% | |
| C&S INST REALTY SHS Mutual Funds | Common Stocks | — | — | $37K | 0.3% | |
| EV INC FUND BOSTON I Mutual Funds | Common Stocks | — | — | $27K | 0.2% | |
| FA MATERIALS Z Mutual Funds | Other securities | — | — | $19K | 0.1% | |
| FA TOTAL BOND Z Mutual Funds | Other securities | — | — | $17K | 0.1% | |
| CASH Interest Bearing Cash | Cash / Money Market | — | — | $14K | 0.1% | |
| MFS MID CAP GRTH R6 Mutual Funds | Mutual Funds | — | — | $14K | 0.1% | |
| FID SM CAP IDX Mutual Funds ** 723 * FID INFL PR BD IDX Mutual Funds | Common Collective Trusts | — | — | $7K | <0.1% | |
| FA INTL CAP APP Z Mutual Funds | Other securities | — | — | $5K | <0.1% | |
| PGIM ST CORP BOND A Mutual Funds | Common Stocks | — | — | $3K | <0.1% | |
| FA SMALL CAP GR Z Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| PIM RAE US SM I Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| FA FREEDOM 2010 Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| FID MID CAP IDX Mutual Funds | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
