JOSH Roberts signed Alabama Christian Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alabama Christian Academy's EIN is 63-0854505.
Download the official 2024 Form 5500 (PDF) for Alabama Christian Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alabama Christian Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | CUSTODIAN/RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS, INC | 58-2608124 | ATHENS, GA | FINANCIAL ADVISOR | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $1.6M | 18.9% | |
| TIAA CREF Stock R1 | Mutual Funds | — | — | $1.3M | 16.1% | |
| Vanguard Funds Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $656K | 7.9% | |
| TIAA TIAA-CREF Lfcycle Idx 2020-Inst | Common Collective Trusts | — | — | $597K | 7.2% | |
| TIAA TIAA-CREF Lfcycle Idx 2035-Inst | Common Collective Trusts | — | — | $404K | 4.9% | |
| TIAA TIAA-CREF Lfcycle Idx 2040-Inst | Common Collective Trusts | — | — | $346K | 4.2% | |
| Oppenheimer Funds Oppenheimer Intl Bond Y 453 Vanguard Funds Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $309K | 3.7% | |
| TIAA TIAA-CREF Lfcycle Idx 2030-Inst | Common Collective Trusts | — | — | $271K | 3.3% | |
| TIAA CREF Money Market R1 | Mutual Funds | — | — | $263K | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $248K | 3.0% | |
| TIAA TIAA-CREF Lfcycle Idx 2050-Inst | Common Collective Trusts | — | — | $188K | 2.3% | |
| TIAA CREF Global Equities R1 | Mutual Funds | — | — | $165K | 2.0% | |
| TIAA TIAA-CREF Lfcycle Idx 2055-Inst | Common Collective Trusts | — | — | $165K | 2.0% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $161K | 1.9% | |
| TIAA TIAA-CREF Lg-Cap Gr Idx-Inst | Common Collective Trusts | — | — | $154K | 1.9% | |
| TIAA TIAA-CREF Lfcycle Idx 2045-Inst | Common Collective Trusts | — | — | $145K | 1.8% | |
| American Funds American EuroPac Growth R6 | Mutual Funds | — | — | $139K | 1.7% | |
| American Funds American Mutual Fund Class R6 | Mutual Funds | — | — | $135K | 1.6% | |
| Vanguard Funds Vanguard Small-Cap Val Idx Adm | Common Collective Trusts | — | — | $131K | 1.6% | |
| TIAA CREF Growth R1 | Mutual Funds | — | — | $79K | 1.0% | |
| Vanguard Funds Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $78K | 0.9% | |
| Vanguard Funds Vanguard Intr-Trm Bnd Idx Adm | Common Collective Trusts | — | — | $75K | 0.9% | |
| TIAA TIAA-CREF High-Yield-Inst (JZ) | Mutual Funds | — | — | $74K | 0.9% | |
| TIAA TIAA-CREF Lfcycle Idx 2025-Inst | Common Collective Trusts | — | — | $68K | 0.8% | |
| TIAA TIAA-CREF Lfcycle Idx 2060-Inst | Common Collective Trusts | — | — | $64K | 0.8% | |
| TIAA CREF Equity Index R1 | Common Collective Trusts | — | — | $60K | 0.7% | |
| TIAA CREF Bond Market R1 | Mutual Funds | — | — | $50K | 0.6% | |
| TIAA Access Intl Equity T4 | Mutual Funds | — | — | $43K | 0.5% | |
| TIAA Access Lg-Cap Val T4 | Mutual Funds | — | — | $40K | 0.5% | |
| TIAA CREF Inflation-Linked Bond Plus T4 | Mutual Funds | — | — | $34K | 0.4% | |
| Vanguard Funds Vanguard Short-Trm Invt Gd Adm | Mutual Funds | — | — | $27K | 0.3% | |
| TIAA Acess Quant Sm-Cap Equity T4 | Mutual Funds | — | — | $22K | 0.3% | |
| TIAA Access Lg-Cap Gr T4 | Mutual Funds | — | — | $21K | 0.3% | |
| TIAA Access Real Est Secs T4 | Mutual Funds | — | — | $18K | 0.2% | |
| TIAA CREF Social Choice R1 | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Funds Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $15K | 0.2% | |
| Dimensional Funds DFA Emerging Markets I | Mutual Funds | — | — | $14K | 0.2% | |
| TIAA Access Mid-Cap Val T4 | Mutual Funds | — | — | $13K | 0.2% | |
| TIAA Access Growth & Income T4 | Mutual Funds | — | — | $13K | 0.2% | |
| TIAA Stable Value | Stable Value | — | — | $12K | 0.1% | |
| TIAA Access Mid-Cap Gr T4 | Mutual Funds | — | — | $11K | 0.1% | |
| Metropolitan West Metropolitan West TotRet Bnd I | Other securities | — | — | $10K | 0.1% | |
| TIAA Access Sm-Cap BI Idx T4 | Common Collective Trusts | — | — | $6K | <0.1% | |
| TIAA TIAA-CREF Lfcycle Idx 2065-Inst | Common Collective Trusts | — | — | $4K | <0.1% | |
| TIAA Acess Social Ch Eq T4 | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Funds Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
