Jennifer Catrambone signed North Carolina Performing ARTS Center at Charlotte Foundation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Carolina Performing ARTS Center at Charlotte Foundation's EIN is 58-1791724.
Download the official 2023 Form 5500 (PDF) for North Carolina Performing ARTS Center at Charlotte Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)North Carolina Performing ARTS Center at Charlotte Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | SERVICE PROVIDE3R | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRwPr Target 2030 Fund I Registered Investment Company | Common Stocks | — | — | $1.9M | 24.2% | |
| TRwPr Target 2050 Fund I Registered Investment Company | Common Stocks | — | — | $1.0M | 13.1% | |
| TRwPr Target 2020 Fund I Registered Investment Company | Common Stocks | — | — | $696K | 8.7% | |
| Fidelity Investments Fidelity Separate Account | Pooled Separate Accounts | — | — | $613K | 7.7% | |
| TRwPr Target 2035 Fund I Registered Investment Company | Common Stocks | — | — | $509K | 6.4% | |
| TRwPr Target 2055 Fund I Registered Investment Company | Common Stocks | — | — | $497K | 6.2% | |
| TRwPr Target 2045 Fund I Registered Investment Company | Common Stocks | — | — | $372K | 4.7% | |
| TRwPr Target 2025 Fund I Registered Investment Company | Common Stocks | — | — | $332K | 4.2% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $290K | 3.6% | |
| TRwPr Target 2040 Fund I Registered Investment Company | Common Stocks | — | — | $272K | 3.4% | |
| TRwPr Target 2060 Fund I Registered Investment Company | Common Stocks | — | — | $240K | 3.0% | |
| American Funds Bond Fd Am R6 Registered Investment Company | Mutual Funds | — | — | $198K | 2.5% | |
| Fidelity Lg Cp Grw Id Fd Registered Investment Company | Mutual Funds | — | — | $179K | 2.3% | |
| MFS Mid Cap Value Fund R6 Registered Investment Company | Mutual Funds | — | — | $157K | 2.0% | |
| JPMorgan US Val Fd R6 Registered Investment Company | Common Stocks | — | — | $121K | 1.5% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $106K | 1.3% | |
| Voya Fixed Account (4452) Insurance Company General Account | Common Stocks | — | — | $89K | 1.1% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | Common Collective Trusts | — | — | $73K | 0.9% | |
| AmCen Small Cap Growth Fund R6 Registered Investment Company | Common Stocks | — | — | $68K | 0.9% | |
| JPMorgan Mid Cap Growth Fd R6 Registered Investment Company | Common Stocks | — | — | $60K | 0.8% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | Common Stocks | — | — | $40K | 0.5% | |
| MFS Intl Eqty Fnd R6 Registered Investment Company | Mutual Funds | — | — | $29K | 0.4% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $19K | 0.2% | |
| TRwPr Target 2065 Fund I Registered Investment Company | Common Stocks | — | — | $17K | 0.2% | |
| TRwPr Target 2015 Fund I Registered Investment Company | Common Stocks | — | — | $11K | 0.1% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | Mutual Funds | — | — | $2K | <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.
