Dylan Gruver signed Friendship Public Charter School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Friendship Public Charter School's EIN is 58-2398964.
Download the official 2024 Form 5500 (PDF) for Friendship Public Charter School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Friendship Public Charter School's 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| LINCOLN NATIONAL CORP | 35-1140070 | — | SERVICE PROVIDER | $925 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $25.3M | 91.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FA INC | — | FORT WAYNE, IN | INVESTMENT ADVISOR | $60K | — |
| MILLENNIUM INVESTMENT & RETIREMENT | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $5K | — |