Carolyn Cadiou signed The Galloway Schools, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Galloway Schools, Inc.'s EIN is 58-1052217.
Download the official 2023 Form 5500 (PDF) for The Galloway Schools, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Galloway Schools, Inc.'s plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUSH RETIREMENT PLAN SERVICES INC | — | LILBURN, GA | CONTRACT ADMIN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | SANTA BARBARA, CA | INVESTMENT ADVISOR | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ANNUITY INSURANCE COMPANY O |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGER |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH AND HOWARD PC | — | ATLANTA, GA | AUDITOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock iShares S&P 500 Index A | Common Collective Trusts | — | — | $2.0M | 10.5% | |
| American Funds 2040 Target Date Fund R3 | Mutual Funds | — | — | $1.6M | 8.6% | |
| American Funds 2030 Target Date Fund R3 | Mutual Funds | — | — | $1.6M | 8.5% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $1.5M | 8.3% | |
| American Funds 2045 Target Date Fund R3 | Mutual Funds | — | — | $1.0M | 5.4% | |
| Pioneer Classic Balanced A | Other securities | — | — | $856K | 4.6% | |
| American Funds 2035 Target Date Fund R3 | Mutual Funds | — | — | $831K | 4.5% | |
| TD Ameritrade Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $817K | 4.4% | |
| SCHWAB SDB EMPOWER RETIREMENT · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $817K | 4.4% | |
| FIXED ACCOUNT PLUS VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 001 | Pooled Separate Account | — | — | $755K | 4.0% | |
| EMPOWER SELECT GUARANTEED FUND EMPOWER RETIREMENT · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $737K | 3.9% | |
| Principal Equity Income A | Other securities | — | — | $711K | 3.8% | |
| American Funds 2050 Target Date Fund R3 | Mutual Funds | — | — | $626K | 3.4% | |
| Pioneer Bond A | Other securities | — | — | $571K | 3.1% | |
| Alliance Bernstein Growth Funds Small Cap Growth Portfolio | Other securities | — | — | $530K | 2.8% | |
| Blackrock iShares U.S. Aggregate Bond Index A | Other securities | — | — | $512K | 2.7% | |
| T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $498K | 2.7% | |
| Blackrock iShares International Index A | Other securities | — | — | $497K | 2.7% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $342K | 1.8% | |
| Hartford Schroders International MultiCap Value Fund | Other securities | — | — | $340K | 1.8% | |
| PGIM Global Total Return Fund | Other securities | — | — | $239K | 1.3% | |
| Blackrock iShares Russell Mid-Cap Index A | Other securities | — | — | $232K | 1.2% | |
| (1), (2) VALIC Separate Account Science & Technology Fund | Pooled Separate Accounts | — | — | $230K | 1.2% | |
| Blackrock iShares Russell 2000 Small-Cap Index A | Common Collective Trusts | — | — | $200K | 1.1% | |
| American Beacon Small Cap Value Fund A | Other securities | — | — | $177K | 0.9% | |
| American Funds 2010 Target Date Fund R3 | Mutual Funds | — | — | $163K | 0.9% | |
| Empower Mid Cap Value Fund Investor | Other securities | — | — | $163K | 0.9% | |
| American Funds 2055 Target Date Fund R3 | Mutual Funds | — | — | $149K | 0.8% | |
| (1), (2) VALIC Separate Account Systematic Core Fund | Pooled Separate Accounts | — | — | $144K | 0.8% | |
| American Funds 2020 Target Date Fund R3 | Mutual Funds | — | — | $131K | 0.7% | |
| (1), (2) VALIC Separate Account Small Cap Growth Fund | Pooled Separate Accounts | — | — | $116K | 0.6% | |
| Notes receivable with variable maturities and interest rates (1) Participant ranging from 5.75% to 9.50%. | Bonds / Notes | — | — | $93K | 0.5% | |
| (1), (2) VALIC Separate Account Stock Index Fund | Pooled Separate Accounts | — | — | $85K | 0.5% | |
| American Funds 2025 Target Date Fund R3 | Mutual Funds | — | — | $61K | 0.3% | |
| (1), (2) VALIC Separate Account Growth Fund | Pooled Separate Accounts | — | — | $40K | 0.2% | |
| (1), (2) VALIC Separate Account Large Capital Growth Fund | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| (1), (2) VALIC Separate Account Vanguard Wellington Fund | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| (1), (2) VALIC Separate Account Mid Cap Strategic Growth Fund | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| (1), (2) VALIC Separate Account Vanguard Windsor II Fund | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| (1), (2) VALIC Separate Account Dividend Value Fund | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| (1), (2) VALIC Separate Account International Value Fund | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| (1), (2) VALIC Separate Account Emerging Economies Fund ** 831 (1), (2) VALIC Separate Account GS VIT Government Money Market Fund | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| LOAN ESCROW FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 001 | Pooled Separate Account | — | — | $393 | <0.1% | |
| SHORT TERM FIXED ACCOUNT VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 001 | Pooled Separate Account | — | — | $12 | <0.1% |
