Madison Academy, Inc.'s EIN is 63-0356666.
Download the official 2024 Form 5500 (PDF) for Madison Academy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Madison Academy, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS | 82-2384824 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASHFORD ADVISORS | — | ATLANTA, GA | INVESTMENT ADVISORY | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AssetMark AssetMark/New Frontier ETF, Profile 5 | Other securities | — | — | $834K | 36.9% | |
| AssetMark AssetMark/New Frontier ETF, Profile 3 | Other securities | — | — | $553K | 24.5% | |
| AssetMark AssetMark/New Frontier ETF, Profile 4 | Other securities | — | — | $421K | 18.6% | |
| AssetMark AssetMark/New Frontier ETF, Profile 6 | Other securities | — | — | $137K | 6.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $123K | 5.5% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $76K | 3.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $35K | 1.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $19K | 0.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $18K | 0.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $18K | 0.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $7K | 0.3% | |
| AssetMark AssetMark/American Funds, Profile 6, Growth Ret | Mutual Funds | — | — | $6K | 0.3% | |
| American Century Investments Emerging Markets R6 | Other securities | — | — | $2K | 0.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| AssetMark AssetMark/New Frontier ETF, Profile 1 | Other securities | — | — | $2K | <0.1% | |
| AssetMark AssetMark/New Frontier ETF, Profile 2 | Other securities | — | — | $2K | <0.1% | |
| JP Morgan Large Cap Growth Fund Class R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
