Christian Academy School System's EIN is 61-0907309.
Download the official 2023 Form 5500 (PDF) for Christian Academy School System from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Christian Academy School System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INC. | 39-6037917 | — | NONE | $36K | — |
| CAPIN CROUSE LLP | 36-3990892 |
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 | |||||
|---|---|---|---|---|---|---|
| Prudential Total Return Bond Q 299,499.7340 shares | Other securities | — | — | $3.5M | 22.3% | |
| Vanguard 500 Index Adm 5,288.2260 shares | Common Collective Trusts | — | — | $2.7M | 16.8% | |
| The Standard Stable Asset A 65,997.4260 units | Other securities | — | — | $2.3M | 14.3% | |
| DFA International Core Equity 121,420.6400 shares | Mutual Funds | — | — | $1.9M | 12.0% | |
| JPMorgan Large Cap Growth 18,191.8300 shares | Other securities | — | — | $1.4M | 9.0% | |
| Vanguard Equity Income Adm 14,501.8800 shares | Mutual Funds | — | — | $1.3M | 8.1% | |
| Vanguard Small Cap Index Adm 6,760.7240 shares | Mutual Funds | — | — | $707K | 4.5% | |
| SEPARATE ACCOUNT 11 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $596K | 3.8% | |
| Janus Enterprise I 3,410.2900 shares | Mutual Funds | — | — | $478K | 3.0% | |
| Wells Fargo Spec Mid Cap Value 7,638.4390 shares | Other securities | — | — | $375K | 2.4% | |
| Vanguard Balanced Index Adm 3,829.6670 shares | Mutual Funds | — | — | $181K | 1.1% | |
| T.Rowe Price New Horizons I 1,852.3130 shares | Other securities | — | — | $102K | 0.6% | |
| Vanguard Mid Cap Index Adm 323.3030 shares | Mutual Funds | — | — | $97K | 0.6% | |
| Franklin Templeton Conservative Allocation 4,117.0583 units | Mutual Funds | — | — | $77K | 0.5% | |
| DFA U.S. Targeted Value I 2,089.7400 shares | Mutual Funds | — | — | $66K | 0.4% | |
| Franklin Templeton Moderate Allocation 2,872.5496 units | Mutual Funds | — | — | $66K | 0.4% | |
| PIMCO Total Return 3,234.4755 units | Mutual Funds | — | — | $54K | 0.3% | |
| BlackRock LifePath 2030 2,287.8394 units | Other securities | — | — | $50K | 0.3% | |
| Janus Forty 550.6082 units | Mutual Funds | — | — | $49K | 0.3% | |
| Franklin Templeton Growth Allocation 1,813.7683 units | Mutual Funds | — | — | $49K | 0.3% | |
| American Funds The Growth Fund of America 755.8940 units | Mutual Funds | — | — | $48K | 0.3% | |
| John Hancock Disciplined Value Mid Cap R6 1,017.5700 shares | Other securities | — | — | $29K | 0.2% | |
| The Hartford Capital Appreciation 799.1282 units | Other securities | — | — | $28K | 0.2% | |
| Prudential High Yield Q 5,860.6220 shares | Other securities | — | — | $28K | 0.2% | |
| Federated Hermes International Equity 972.4360 shares | Other securities | — | — | $25K | 0.2% | |
| Franklin Income 863.6582 units | Mutual Funds | — | — | $20K | 0.1% | |
| Davis New York Venture 349.7381 units | Other securities | — | — | $17K | 0.1% | |
| BlackRock LifePath 2040 688.6049 units | Other securities | — | — | $17K | 0.1% | |
| American Funds Capital World Growth & Inc. 391.9339 units | Mutual Funds | — | — | $16K | 0.1% | |
| The Hartford General Account, interest rate at 3% | Other securities | — | — | $13K | <0.1% | |
| American Century Heritage 462.9477 units | Other securities | — | — | $12K | <0.1% | |
| BlackRock LifePath Retirement 588.2846 units | Other securities | — | — | $12K | <0.1% | |
| BNY Mellon S&P 500 Index 203.8957 units | Common Collective Trusts | — | — | $9K | <0.1% | |
| Franklin Small Cap Value 215.5757 units | Mutual Funds | — | — | $9K | <0.1% | |
| BNY Mellon Mid Cap Index 196.5283 units | Other securities | — | — | $9K | <0.1% | |
| Columbia Mid Cap Value 307.6876 units | Other securities | — | — | $9K | <0.1% | |
| Fidelity Advisor Lev. Common Stock 250.8537 units | Mutual Funds | — | — | $8K | <0.1% | |
| Janus Overseas 459.7740 units | Mutual Funds | — | — | $8K | <0.1% | |
| BNY Mellon Small Cap Stock Index 177.2479 units | Other securities | — | — | $7K | <0.1% | |
| Vanguard Life Strategy Growth 157.3110 shares | Mutual Funds | — | — | $7K | <0.1% | |
| Thornburg International Equity 373.2044 units | Other securities | — | — | $7K | <0.1% | |
| BNY Mellon Bond Market Index 503.1847 units | Other securities | — | — | $7K | <0.1% | |
| Invesco Small Cap Growth 60.4741 units | Mutual Funds | — | — | $4K | <0.1% | |
| Eaton Vance Large Cap Value 107.2745 units | Other securities | — | — | $3K | <0.1% | |
| Prudential Global Total Return Q 394.0680 shares | Other securities | — | — | $2K | <0.1% | |
| Invesco Small Cap Equity 44.1408 units | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $16K |
| — |
