Kenneth Brown signed Atlanta Educational Telecommunications' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atlanta Educational Telecommunications' EIN is 58-2126423.
Download the official 2023 Form 5500 (PDF) for Atlanta Educational Telecommunications from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Atlanta Educational Telecommunications' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.0M | 19.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.0M | 19.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $700K | 13.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $396K | 7.6% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $343K | 6.6% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $243K | 4.7% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $191K | 3.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $127K | 2.5% | |
| Fidelity Management & Research Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $123K | 2.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $114K | 2.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $113K | 2.2% | |
| VALIC Loan Escrow Fund 73 * VALIC Science & Technology Fund | Other securities | — | — | $98K | 1.9% | |
| J.P. Morgan Equity Income R6 Fund | Other securities | — | — | $94K | 1.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $82K | 1.6% | |
| Notes receivable with variable maturities and interest rates * Participants from 5.25% to 10.50% | Bonds / Notes | — | — | $75K | 1.4% | |
| Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $59K | 1.1% | |
| Hood River Capital Management Hood River Small Cap Growth Ret Fund | Other securities | — | — | $58K | 1.1% | |
| VALIC Vanguard Windsor Ii | Mutual Funds | — | — | $56K | 1.1% | |
| MFS Investment Mgmt International Diversification R6 Fund | Mutual Funds | — | — | $51K | 1.0% | |
| VALIC Systematic Core Fund 66 * VALIC Us Socially Responsible Fund 291 * VALIC Vanguard Lifestrategy Growth | Mutual Funds | — | — | $45K | 0.9% | |
| J.P. Morgan Mid Cap Value R6 Fund | Other securities | — | — | $35K | 0.7% | |
| MFS Investment Mgmt MFS Mid cap Growth R6 Fund | Mutual Funds | — | — | $33K | 0.6% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard Mid Cap Index Adm Fund | Mutual Funds | — | — | $25K | 0.5% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | Mutual Funds | — | — | $23K | 0.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $16K | 0.3% | |
| VALIC Fixed Account Plus | Other securities | — | — | $9K | 0.2% | |
| VALIC Science & Technology Fund 142 * VALIC Large Capital Growth 222 Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $7K | 0.1% | |
| VALIC Sm Cap Gwth Fund 158 * VALIC Small Cap Index Fund 50 * VALIC Stock Index Fund | Common Collective Trusts | — | — | $6K | 0.1% | |
| VALIC Large Capital Growth | Other securities | — | — | $4K | <0.1% | |
| VALIC Inflation Protected Fund 34 * VALIC International Growth Fund 89 * VALIC International Value Fund 64 * VALIC Internatl Equities Index Fund 64 * VALIC Intl Opportunities 69 * VALIC Intl Socially Responsible Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| VALIC Aggressive Growth Lifestyle 48 * VALIC Ariel Appreciation Fund | Other securities | — | — | $1K | <0.1% | |
| VALIC Loan Collateral Fund | Other securities | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $1K | <0.1% | |
| VALIC Ariel Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
