Kevin Smith signed MT. Paran Christian School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MT. Paran Christian School, Inc.'s EIN is 58-2273158.
Download the official 2024 Form 5500 (PDF) for MT. Paran Christian School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MT. Paran Christian School, Inc.'s plan includes 403(b) custodial accounts.
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 | $79K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Asset Management Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $3.3M | 21.8% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $2.4M | 15.4% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $1.5M | 9.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 8.4% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $894K | 5.9% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $741K | 4.9% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $605K | 4.0% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $600K | 3.9% | |
| Brown Advisory Sustainable Growth I Fund | Other securities | — | — | $517K | 3.4% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $382K | 2.5% | |
| SEPARATE ACCOUNT 11 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $272K | 1.8% | |
| Vanguard Equity-Inc Admiral | Mutual Funds | — | — | $266K | 1.7% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $228K | 1.5% | |
| TIAA Traditional Annuity Contract | Mutual Funds | — | — | $196K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $158K | 1.0% | |
| Fidelity Advance Worldwide Z | Mutual Funds | — | — | $153K | 1.0% | |
| Fund Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $149K | 1.0% | |
| Nuveen Asset Management Nuveen International Equity Index | Common Collective Trusts | — | — | $147K | 1.0% | |
| VALIC Separate Account Stock Index Fund | Pooled Separate Accounts | — | — | $145K | 1.0% | |
| Invesco Core Bond R6 Fund | Mutual Funds | — | — | $145K | 0.9% | |
| CREF Money Market Fund 602 Goldman Sachs Variable Insurance Trust Money 117 Market Fund Vanguard Federal Money Market | Mutual Funds | — | — | $120K | 0.8% | |
| Fund MFS Investment Management MFS International Growth R6 | Mutual Funds | — | — | $118K | 0.8% | |
| Fund MFS Investment Management MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | — | $113K | 0.7% | |
| BlackRock HY Portfolio K Fund | Other securities | — | — | $104K | 0.7% | |
| American Century Investment American Century Small Cap | Other securities | — | — | $103K | 0.7% | |
| Participants Notes Receivable with variable | Other securities | — | — | $101K | 0.7% | |
| Allspring Global Investments Allspring Spec M Cap Value R6 | Other securities | — | — | $76K | 0.5% | |
| VALIC Fixed Account Plus | Other securities | — | — | $68K | 0.4% | |
| Mass Mutual Separate Account Invesco International Bond A 292 * Mass Mutual Separate Account Invesco Main Street All Cap 182 * Mass Mutual Separate Account Janus Henderson Enterprise 16 Class S * Mass Mutual Separate Account Janus Henderson Forty Class S | Pooled Separate Accounts | — | — | $57K | 0.4% | |
| Fund Vanguard Group Vanguard RE Index | Mutual Funds | — | — | $48K | 0.3% | |
| VALIC Separate Account Short Term Fixed Account | Pooled Separate Accounts | — | — | $42K | 0.3% | |
| Mass Mutual Separate Account Hartford Balanced Income R4 | Pooled Separate Accounts | — | — | $40K | 0.3% | |
| Growth A * Mass Mutual Separate Account Victory Sycamore Small 142 Company Opportunities A * VALIC Separate Account Emerging Economies Fund 435 * VALIC Separate Account Systematic Core Fund | Pooled Separate Accounts | — | — | $37K | 0.2% | |
| Management Growth R6 Fund American Funds Capital World Bond R6 Fund | Mutual Funds | — | — | $33K | 0.2% | |
| America * Mass Mutual Separate Account American Funds Growth Fund of | Pooled Separate Accounts | — | — | $32K | 0.2% | |
| Fund * VALIC Separate Account Science & Technology Fund | Pooled Separate Accounts | — | — | $30K | 0.2% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $30K | 0.2% | |
| American Funds American Funds NewWorld R6 | Mutual Funds | — | — | $29K | 0.2% | |
| MFS Investment Management MFS New Discovery Value R6 | Mutual Funds | — | — | $27K | 0.2% | |
| Mass Mutual Separate Account Invesco Growth and Income A | Pooled Separate Accounts | — | — | $25K | 0.2% | |
| Mass Mutual Separate Account Hartford Disciplined Equity HLS | Pooled Separate Accounts | — | — | $24K | 0.2% | |
| Mass Mutual Hartford Life Insurance Company | Common Stocks | — | — | $18K | 0.1% | |
| Inv Fd * VOYA Fixed Plan Account | Other securities | — | — | $16K | 0.1% | |
| Mass Mutual Separate Account American Funds Capital World 141 Growth & Income * Mass Mutual Separate Account American Funds Europacific 801 Growth * Mass Mutual Separate Account American Funds Income Fund of | Pooled Separate Accounts | — | — | $16K | 0.1% | |
| Mass Mutual Separate Account Pioneer High Yield Fund | Pooled Separate Accounts | — | — | $14K | <0.1% | |
| VALIC Separate Account Vanguard Lifestrategy Moderate | Pooled Separate Accounts | — | — | $14K | <0.1% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $13K | <0.1% | |
| Fund * Nuveen Asset Management Nuveen Lifecycle Index 2010 R6 | Mutual Funds | — | — | $13K | <0.1% | |
| Company of America * Mass Mutual Separate Account Blackrock Lifepath Dynamic | Pooled Separate Accounts | — | — | $11K | <0.1% | |
| R3 * Mass Mutual Separate Account PIMCO Real Return Fund - Class | Pooled Separate Accounts | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION FINANCIAL SERVICES, INC. | 58-1485803 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & HOWARD, PC | 58-1250486 | — | ACCOUNTANT | $0 | — |