Stephanie Dixon signed Grafton School Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grafton School Incorporated's EIN is 54-0682401.
Download the official 2024 Form 5500 (PDF) for Grafton School Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grafton School Incorporated'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | NONE | $15K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | NONE | $2K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $360 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2035 K Pooled Separate Accounts 217,095 shares | Pooled Separate Accounts | — | — | $3.0M | 14.8% | |
| State Street Target Retirement 2030 K Pooled Separate Accounts 197,855 shares | Pooled Separate Accounts | — | — | $2.6M | 12.6% | |
| State Street Target Retirement 2040 K Pooled Separate Accounts 170,314 shares | Pooled Separate Accounts | — | — | $2.4M | 12.0% | |
| State Street Target Retirement 2055 K Pooled Separate Accounts 151,407 shares | Pooled Separate Accounts | — | — | $2.3M | 11.5% | |
| State Street Target Retirement 2050 K Pooled Separate Accounts 140,556 shares | Pooled Separate Accounts | — | — | $2.1M | 10.4% | |
| State Street Target Retirement 2045 K Pooled Separate Accounts 127,277 shares | Pooled Separate Accounts | — | — | $1.9M | 9.3% | |
| State Street Target Retirement 2025 K Pooled Separate Accounts 156,685 shares | Pooled Separate Accounts | — | — | $1.9M | 9.2% | |
| State Street Target Retirement 2060 K Pooled Separate Accounts 67,102 shares | Pooled Separate Accounts | — | — | $1.1M | 5.2% | |
| State Street Target Retirement 2020 K Pooled Separate Accounts 48,019 shares | Pooled Separate Accounts | — | — | $512K | 2.5% | |
| ^ Alternate Fixed Account Guaranteed Investment Contract 3.00% | Stable Value | — | — | $494K | 2.4% | |
| Fidelity Total Bond K6 Pooled Separate Accounts 42,324 shares | Pooled Separate Accounts | — | — | $368K | 1.8% | |
| Fully benefit-responsive investment contracts * ^ EI Fixed Account - Series Class VI Guaranteed Investment Contract 2.66% | Stable Value | — | — | $348K | 1.7% | |
| JPMorgan Large Cap Growth R6 Pooled Separate Accounts 3,807 shares | Pooled Separate Accounts | — | — | $319K | 1.6% | |
| Fidelity 500 Index Pooled Separate Accounts 1,151 shares | Pooled Separate Accounts | — | — | $235K | 1.2% | |
| State Street Target Retirement 2065 K Pooled Separate Accounts 14,277 shares | Pooled Separate Accounts | — | — | $219K | 1.1% | |
| Fidelity Global Ex US Index Pooled Separate Accounts 8,932 shares | Pooled Separate Accounts | — | — | $129K | 0.6% | |
| State Street Target Retirement K Pooled Separate Accounts 7,572 shares | Pooled Separate Accounts | — | — | $81K | 0.4% | |
| Fidelity Mid Cap Index Pooled Separate Accounts 2,288 shares | Pooled Separate Accounts | — | — | $77K | 0.4% | |
| JPMorgan Unconstrained Debt R6 Pooled Separate Accounts 5,305 shares | Pooled Separate Accounts | — | — | $52K | 0.3% | |
| Blackrock Mid-Cap Value Class K Pooled Separate Accounts 1,888 shares | Pooled Separate Accounts | — | — | $42K | 0.2% | |
| Fidelity Small Cap Index Pooled Separate Accounts 1,495 shares | Pooled Separate Accounts | — | — | $41K | 0.2% | |
| Fidelity Intl Cptl Apprec K6 Pooled Separate Accounts 2,126 shares | Pooled Separate Accounts | — | — | $34K | 0.2% | |
| JPMorgan Core Bond R6 Pooled Separate Accounts 3,094 shares | Pooled Separate Accounts | — | — | $31K | 0.2% | |
| Janus Henderson Enterprise N Pooled Separate Accounts 167 shares | Pooled Separate Accounts | — | — | $24K | 0.1% | |
| Avantis US Small Cap Value Instl Pooled Separate Accounts 1,119 shares | Pooled Separate Accounts | — | — | $19K | <0.1% | |
| Putnam Large Cap Value R6 Pooled Separate Accounts 450 shares | Pooled Separate Accounts | — | — | $16K | <0.1% | |
| Variable interest annuity contracts American Century Small Cap Growth R6 Pooled Separate Accounts 584 shares | Pooled Separate Accounts | — | — | $13K | <0.1% | |
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <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 |
|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | — | CARMEL, IN | NONE | $44K | — |
