Holly Collins signed Tattnall Square Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tattnall Square Academy's EIN is 58-1048421.
Download the official 2024 Form 5500 (PDF) for Tattnall Square Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tattnall Square Academy's plan includes a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $447 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD MOORE & MCDUFFIE PC | — | MCON, GA | AUDITOR | $19K | — |