Karla Ocasio signed Saint Johns School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint Johns School's EIN is 66-0199364.
Download the official 2024 Form 5500 (PDF) for Saint Johns School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saint Johns School's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Federal Money Market (VMFXX) Money market fund, 1,301,674.54 shares | Mutual Funds | — | — | $1.3M | 19.7% | |
| Vanguard 500 Index Fund (VFIAX) Mutual fund, 2,048.76 shares | Common Collective Trusts | — | — | $1.1M | 16.9% | |
| Vanguard Target Retirement 2045 (VTIVX) Mutual fund, 22,175.02 shares | Mutual Funds | — | — | $658K | 10.0% | |
| Vanguard Target Retirement 2040 (VFORX) Mutual fund, 14,883.45 shares | Mutual Funds | — | — | $643K | 9.8% | |
| Vanguard Target Retirement 2030 (VTHRX) Mutual fund, 10,415.92 shares | Mutual Funds | — | — | $395K | 6.0% | |
| Vanguard Target Retirement 2035 (VTTHX) Mutual fund, 16,374.95 shares | Mutual Funds | — | — | $393K | 6.0% | |
| Vanguard Target Retirement 2050 (VFIFX) Mutual fund, 6,282.33 shares | Mutual Funds | — | — | $313K | 4.8% | |
| Vanguard Target Retirement 2055 (VFFVX) Mutual fund, 4,927.18 shares | Mutual Funds | — | — | $274K | 4.2% | |
| Vanguard Target Retirement 2020 (VTWNX) Mutual fund, 9,037.60 shares | Mutual Funds | — | — | $239K | 3.6% | |
| PIMCO Total Return Instl (PTTRX) Mutual fund, 22,982.53 shares | Mutual Funds | — | — | $195K | 3.0% | |
| Vanguard Target Retirement 2025 (VTTVX) Mutual fund, 9,799.33 shares | Mutual Funds | — | — | $183K | 2.8% | |
| Vanguard Total Bd Mkt Idx-Adm (VBTLX) Mutual fund, 19,289.56 shares | Common Collective Trusts | — | — | $183K | 2.8% | |
| Vanguard Intl Growth-Adm (Vwilx) Mutual fund, 1,450.00 shares | Mutual Funds | — | — | $147K | 2.2% | |
| Vanguard Target Retirement Income (VTINX) Mutual fund, 10,318.91 shares | Mutual Funds | — | — | $135K | 2.1% | |
| Vanguard Mid-Cap Growth Fund Mutual fund, 3,957.07 shares | Mutual Funds | — | — | $107K | 1.6% | |
| Vanguard Small Cap Index Adm (VSMAX) Mutual fund, 902.47 shares | Mutual Funds | — | — | $104K | 1.6% | |
| Vanguard Target Retirement 2060 (VTTSX) Mutual fund, 1,227.097 shares | Mutual Funds | — | — | $63K | 1.0% | |
| Vanguard Mid-Cap Index-Adm (VIMAX) Mutual fund, 140.054 shares | Mutual Funds | — | — | $46K | 0.7% | |
| Vanguard FTSE Fund (VFWAX) Mutual fund, 1,120.14 shares | Mutual Funds | — | — | $40K | 0.6% | |
| Vanguard Growth Index-Adm (VIGAX) Mutual fund, 105.028 shares | Mutual Funds | — | — | $22K | 0.3% | |
| Vanguard Target Retirement 2065 (VLXVX) Mutual fund, 106.708 shares | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
