Burton Webb signed Montgomery Bell Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Montgomery Bell Academy's EIN is 62-0513741.
Download the official 2024 Form 5500 (PDF) for Montgomery Bell Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montgomery Bell Academy's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $71K | — |
| TRUIST BANK | 56-1074313 | — | N/A | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund 8,350.551 Units | Common Collective Trusts | — | $3.1M | $4.0M | 35.8% | |
| Dodge & Cox Income Fund 144,506.524 Units | Mutual Funds | — | $2.0M | $1.8M | 16.1% | |
| DTC Private Equity V, L.P. 1,057,357.000 Units | Other securities | — | $436K | $1.1M | 9.4% | |
| SPDR Bloomberg 1-3 Month T-Bill ETF 9,031.000 Units | Other securities | — | $826K | $829K | 7.4% | |
| Vanguard International Growth Fund 6,335.480 Units | Mutual Funds | — | $685K | $718K | 6.4% | |
| Artisan International Value Fund Class Institutional 13,230.579 Units | Other securities | — | $550K | $682K | 6.1% | |
| iShares Russell 2000 ETF 2,132.000 Units | Common Collective Trusts | — | $399K | $437K | 3.9% | |
| Federated Hermes Govt Obligations Institutional | Other securities | — | $339K | $339K | 3.0% | |
| Vanguard Value ETF 1,711.000 Units | Mutual Funds | — | $229K | $293K | 2.6% | |
| DTC Private Equity IV-Q, L.P. 242,999.000 Units | Other securities | — | $169K | $243K | 2.2% | |
| iShares S&P Mid-Cap ETF 3,792.000 Units | Other securities | — | $195K | $228K | 2.0% | |
| Eaton Vance Atlanta Capital Small Mid-Cap Fund 5,320.008 Units | Other securities | — | $206K | $216K | 1.9% | |
| Vanguard Russell 1000 Growth Index Fund 263.704 Units | Common Collective Trusts | — | $124K | $209K | 1.9% | |
| Federated Hermes Govt Obligations Money Market Premier Institutional | Cash / Money Market | — | $114K | $114K | 1.0% | |
| DTC Private Equity III, L.P. 44,363.000 Units | Other securities | — | $51K | $44K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
