Lance Watkikns signed Dayspring Academy's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dayspring Academy's EIN is 59-3631650.
Download the official 2023 Form 5500 (PDF) for Dayspring Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Dayspring Academy's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s, at fair value JPMorgan SmartRetirement 2050 Fund Class R5 Mutual fund | Mutual Funds | — | — | $391K | 12.8% | |
| Morgan Stanley Instl Fund, Inc. Global Opportunity Class Mutual fund | Common Stocks | — | — | $244K | 8.0% | |
| JPMorgan SmartRetirement 2035 Fund Class R5 Mutual fund | Other securities | — | — | $225K | 7.4% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $193K | 6.3% | |
| JPMorgan SmartRetirement 2030 Fund Class R5 Mutual fund | Other securities | — | — | $189K | 6.2% | |
| Nationwide Fixed Selection Option Account, at fair value Fixed interest account. Interest minimum of 0.5% | Bonds / Notes | — | — | $172K | 5.7% | |
| Invesco Comstock Fund Class R5 Mutual fund | Mutual Funds | — | — | $171K | 5.6% | |
| JPMorgan SmartRetirement 2040 Fund Class R5 Mutual fund | Other securities | — | — | $150K | 4.9% | |
| Nationwide Inv. Destinations Moderate Fund R6 Mutual fund | Other securities | — | — | $127K | 4.2% | |
| Fidelity Advisor Technology Fund Class I Mutual fund | Mutual Funds | — | — | $124K | 4.1% | |
| Fidelity Advisor Equity Growth Fund Class I Mutual fund | Mutual Funds | — | — | $123K | 4.0% | |
| JPMorgan SmartRetirement 2045 Fund Class R5 Mutual fund | Other securities | — | — | $109K | 3.6% | |
| Nationwide Inv. Destinations Moderately Aggressive Fun Mutual fund | Other securities | — | — | $100K | 3.3% | |
| Vanguard Strategic Equity Fund Investor Shares Mutual fund | Mutual Funds | — | — | $99K | 3.2% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual fund | Mutual Funds | — | — | $86K | 2.8% | |
| Vanguard 500 Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $73K | 2.4% | |
| Nationwide Inv. Destinations Moderately Conservative Fu Mutual fund | Other securities | — | — | $58K | 1.9% | |
| Nationwide Inv. Destinations Aggressive Fund R6 Mutual fund | Other securities | — | — | $58K | 1.9% | |
| Nationwide Inv. Destinations Conservative Fund R6 Mutual fund | Other securities | — | — | $56K | 1.8% | |
| Nationwide Inflation-Protected Securities Fund Inst. Serv Mutual fund | Other securities | — | — | $37K | 1.2% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 10.00% - 10.50% | Bonds / Notes | — | — | $35K | 1.2% | |
| Invesco Global Strategic Income Fund Class Y Mutual fund 678 * Participant Loans Interest rates ranging from 5.25% to 10.50% -0- | Mutual Funds | — | — | $34K | 1.1% | |
| Fidelity Advisor Investment Grade Bond Fund Class I Mutual fund | Mutual Funds | — | — | $32K | 1.0% | |
| Vanguard Mid-Cap Growth Fund Investor Shares Mutual fund | Mutual Funds | — | — | $32K | 1.0% | |
| Federated Hermes Inst. High Yield Bond Fund Inst. Shar Mutual fund | Other securities | — | — | $30K | 1.0% | |
| Invesco Growth and Income Fund Class R5 Mutual fund | Mutual Funds | — | — | $23K | 0.8% | |
| Invesco Equity and Income Fund Class R5 Mutual fund | Mutual Funds | — | — | $14K | 0.5% | |
| PIMCO Low Duration Fund Institutional Class Mutual fund | Mutual Funds | — | — | $14K | 0.4% | |
| DFA U.S. Small Cap Portfolio Institutional Class Mutual fund | Mutual Funds | — | — | $13K | 0.4% | |
| JPMorgan SmartRetirement Income Fund Class R5 Mutual fund | Other securities | — | — | $12K | 0.4% | |
| Nationwide Bond Index Fund R6 Mutual fund | Common Collective Trusts | — | — | $12K | 0.4% | |
| American Century Real Estate Fund I Class Mutual fund | Other securities | — | — | $10K | 0.3% | |
| Franklin Small Cap Grade Adv Mutual fund | Mutual Funds | — | — | $9K | 0.3% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUND | Other securities | — | — | $7K | 0.2% | |
| Federated Hermes Govt Obl Fund Mutual fund | Other securities | — | — | $7K | 0.2% | |
| Invesco Developing Markets Fund Class Y Mutual fund | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard Extended Market Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $6K | 0.2% | |
| VNGRD EXTND MKT INDX ADML MUTUAL FUND | Other securities | — | — | $6K | 0.2% | |
| Invesco Global Real Estate Fund R5 Class Mutual fund | Mutual Funds | — | — | $3K | 0.1% | |
| INVSCO GLBL REALEST R5 MUTUAL FUND | Other securities | — | — | $3K | 0.1% | |
| Franklin Mutual Shares Fund Class Z Mutual fund | Mutual Funds | — | — | $3K | 0.1% | |
| FNKLNMSF MUT SHRS Z MUTUAL FUND | Other securities | — | — | $3K | 0.1% | |
| Principal Capital Appreciation Fund Institutional Class Mutual fund | Other securities | — | — | $2K | <0.1% | |
| PRNCPL CAP APP INST MUTUAL FUND | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
