Casey Crellin signed Utah Charter Academies DBA American Preparatory Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Utah Charter Academies DBA American Preparatory Academy's EIN is 68-0547532.
Download the official 2024 Form 5500 (PDF) for Utah Charter Academies DBA American Preparatory Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Utah Charter Academies DBA American Preparatory Academy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2050 K6 Mutual fund N/A | Mutual Funds | — | — | $2.0M | 12.0% | |
| FID FREEDOM 2040 K6 Mutual fund N/A | Mutual Funds | — | — | $1.9M | 11.7% | |
| FID FREEDOM 2045 K6 Mutual fund N/A | Mutual Funds | — | — | $1.9M | 11.7% | |
| FID FREEDOM 2055 K6 Mutual fund N/A | Mutual Funds | — | — | $1.6M | 9.6% | |
| FID FREEDOM 2060 K6 Mutual fund N/A | Mutual Funds | — | — | $1.4M | 8.5% | |
| FID FREEDOM 2035 K6 Mutual fund N/A | Mutual Funds | — | — | $1.1M | 6.7% | |
| FID 500 INDEX Mutual fund N/A | Common Collective Trusts | — | — | $1.1M | 6.4% | |
| JPM LG CAP GROWTH R6 Mutual fund N/A | Other securities | — | — | $687K | 4.2% | |
| FID FREEDOM 2030 K6 Mutual fund N/A | Mutual Funds | — | — | $615K | 3.7% | |
| FID TOTAL INTL IDX Mutual fund N/A | Common Collective Trusts | — | — | $494K | 3.0% | |
| Interest-bearing cash * FID GOVT MMKT Cash N/A | Mutual Funds | — | — | $398K | 2.4% | |
| VANG EQUITY INC ADM Mutual fund N/A | Common Stocks | — | — | $344K | 2.1% | |
| AF NEW WORLD R6 Mutual fund N/A | Other securities | — | — | $322K | 2.0% | |
| FID FREEDOM 2065 K6 Mutual fund N/A | Mutual Funds | — | — | $288K | 1.7% | |
| FID FREEDOM 2025 K6 Mutual fund N/A | Mutual Funds | — | — | $269K | 1.6% | |
| FID FREEDOM 2020 K6 Mutual fund N/A | Mutual Funds | — | — | $262K | 1.6% | |
| PGIM TOTAL RTN BD R6 Mutual fund N/A | Other securities | — | — | $251K | 1.5% | |
| FID MID CAP IDX Mutual fund N/A | Common Collective Trusts | — | — | $228K | 1.4% | |
| JPM CORE PLUS BND R6 Mutual fund N/A | Mutual Funds | — | — | $223K | 1.4% | |
| CRLN E MID CAP GR R6 Mutual fund N/A | Other securities | — | — | $206K | 1.3% | |
| J H TRITON N Mutual fund N/A | Other securities | — | — | $197K | 1.2% | |
| VICTORY S EST VAL R6 Mutual fund N/A | Other securities | — | — | $173K | 1.0% | |
| UM BEHAVIORAL VAL R6 Mutual fund N/A | Other securities | — | — | $121K | 0.7% | |
| Various maturity dates and interest * Participant loans rates of 4.25% to 9.50% $0 | Bonds / Notes | — | — | $102K | 0.6% | |
| VANG SM CAP IDX ADM Mutual fund N/A | Common Collective Trusts | — | — | $95K | 0.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $77K | 0.5% | |
| FID FREEDOM 2015 K6 Mutual fund N/A | Mutual Funds | — | — | $28K | 0.2% | |
| PIF REAL EST SEC IS Mutual fund N/A | Other securities | — | — | $18K | 0.1% | |
| FID FREEDOM 2070 K6 Mutual fund N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
