Richard YOST signed Fredericksburg Christian Educational Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fredericksburg Christian Educational Services, Inc.'s EIN is 54-1144064.
Download the official 2023 Form 5500 (PDF) for Fredericksburg Christian Educational Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Fredericksburg Christian Educational Services, Inc.'s 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. COMPANY OF AM. | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | INVESTMENT ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASSMUTUAL BL CHIP GRWTH EQ CIT CLR AST WILMINGTON TRUST · EIN 38-4065331 / PN 000 | Common Collective Trust | — | — | $884K | 16.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $840K | 15.4% | |
| Empower Retirement General Account | Other securities | — | — | $586K | 10.8% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $348K | 6.4% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $309K | 5.7% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $304K | 5.6% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $265K | 4.9% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $240K | 4.4% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $238K | 4.4% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $230K | 4.2% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $220K | 4.0% | |
| Empower Retirement MassMutual Mid Cap Growth I | Other securities | — | — | $201K | 3.7% | |
| Empower Retirement MFS Intl Diversification R6 | Mutual Funds | — | — | $150K | 2.8% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $132K | 2.4% | |
| Empower Retirement MassMutual Strategic Bond I | Other securities | — | — | $122K | 2.2% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $99K | 1.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $95K | 1.7% | |
| FRANKLIN SM CAP VAL GG TRST CIT CLR AST WILMINGTON TRUST · EIN 38-4126289 / PN 000 | Common Collective Trust | — | — | $77K | 1.4% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $45K | 0.8% | |
| Vanguard Mid Cap Index Fund - Admira | Common Collective Trusts | — | — | $20K | 0.4% | |
| Participant notes receivable * Bearing interest at 3.25% to 8.50% and maturing through July 2028 | Bonds / Notes | — | — | $13K | 0.2% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $7K | 0.1% | |
| AMERICAN CENT US MID CAP VAL EQ TR SEI TRUST COMPANY · EIN 27-0572972 / PN 000 | Common Collective Trust | — | — | $6K | 0.1% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds AMERICAN FUNDS 2010 TRGT DATE RETIRE | Mutual Funds | — | — | $4K | <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 |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | BROKER/ADVISE R | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT DESIGN & ADMIN, INC DBA CBA | 54-1370499 | GLEN ALLEN, VA | THIRD PARTY ADMINISTRATO | $1K | — |
