Tim Wagner signed Seton Home Study School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Seton Home Study School's EIN is 54-1536812.
Download the official 2024 Form 5500 (PDF) for Seton Home Study School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Seton Home Study School'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2025 Fund | Other securities | — | — | $386K | 10.2% | |
| JPMorgan SmartRetirement 2030 Fund | Other securities | — | — | $330K | 8.7% | |
| JPMorgan SmartRetirement 2045 Fund | Other securities | — | — | $315K | 8.3% | |
| JPMorgan SmartRetirement 2035 Fund | Other securities | — | — | $312K | 8.3% | |
| JPMorgan SmartRetirement Income | Other securities | — | — | $303K | 8.0% | |
| JPMorgan SmartRetirement 2020 Fund | Other securities | — | — | $225K | 6.0% | |
| JPMorgan SmartRetirement 2050 Fund | Other securities | — | — | $222K | 5.9% | |
| JPMorgan SmartRetirement 2055 Fund | Other securities | — | — | $208K | 5.5% | |
| JPMorgan SmartRetirement 2040 Fund | Other securities | — | — | $205K | 5.4% | |
| Prudential (PGIM) Jennison Growth Fund | Other securities | — | — | $150K | 4.0% | |
| Participant loans Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $139K | 3.7% | |
| Invesco Equally-Weighted S&P 500 Fund | Common Collective Trusts | — | — | $118K | 3.1% | |
| Invesco U.S. Government Money Portfolio | Mutual Funds | — | — | $95K | 2.5% | |
| Timothy Plan Large/Mid Cap Growth Fund | Other securities | — | — | $80K | 2.1% | |
| Timothy Plan Large/Mid Cap Value Fund | Other securities | — | — | $70K | 1.9% | |
| ClearBridge Large Cap Value Fund | Other securities | — | — | $58K | 1.5% | |
| JPMorgan U.S. Small Company Fund | Common Stocks | — | — | $57K | 1.5% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $56K | 1.5% | |
| MFS Total Return Fund | Mutual Funds | — | — | $53K | 1.4% | |
| Timothy Plan International Fund | Other securities | — | — | $52K | 1.4% | |
| Timothy Plan Small Cap Value Fund | Other securities | — | — | $49K | 1.3% | |
| Timothy Plan Small/Mid Cap Growth Fund | Other securities | — | — | $39K | 1.0% | |
| MFS Corporate Bond Fund | Mutual Funds | — | — | $37K | 1.0% | |
| The Hartford MidCap Fund | Other securities | — | — | $36K | 0.9% | |
| Prudential (PGIM) High Yield Fund | Other securities | — | — | $31K | 0.8% | |
| JPMorgan Core Plus Bond Fund | Other securities | — | — | $25K | 0.7% | |
| JPMorgan SmartRetirement 2060 Fund | Other securities | — | — | $24K | 0.6% | |
| JPMorgan SMID Cap Equity Fund | Other securities | — | — | $22K | 0.6% | |
| Timothy Plan Conservative Growth Fund | Other securities | — | — | $18K | 0.5% | |
| Virtus Emerging Markets Opportunities Fund | Other securities | — | — | $15K | 0.4% | |
| The Hartford International Opportunities Fund | Other securities | — | — | $14K | 0.4% | |
| Timothy Plan Strategic Growth Fund | Other securities | — | — | $9K | 0.2% | |
| Timothy Plan High Yield Bond Fund | Other securities | — | — | $9K | 0.2% | |
| Invesco Quality Income Fund | Mutual Funds | — | — | $7K | 0.2% | |
| Timothy Plan Defensive Strategies Fund | Other securities | — | — | $3K | <0.1% | |
| Timothy Plan Fixed Income Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
