HAN Zhang signed KIPP DC Public Charter Schools' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KIPP DC Public Charter Schools' EIN is 74-2974642.
Download the official 2023 Form 5500 (PDF) for KIPP DC Public Charter Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)KIPP DC Public Charter Schools' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $325K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $67K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $41.9M | 40.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $15.4M | 14.7% | |
| Alliance Bernstein AB Large Cap Growth | Other securities | — | — | $9.2M | 8.8% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $8.3M | 7.9% | |
| Blackrock Emerging Mkts K | Other securities | — | — | $7.9M | 7.6% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $6.3M | 6.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $3.1M | 3.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3.0M | 2.9% | |
| 5.25% to 10.50%; maturing through 2034 | Bonds / Notes | — | — | $2.8M | 2.7% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $2.8M | $2.8M | 2.7% | |
| Mass Mutual Life Ins. Co. Guaranteed Interest Account | Common Stocks | — | — | $2.7M | 2.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $2.2M | 2.1% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $746K | 0.7% | |
| BlackRock Mid Cap Growth Equity Fund | Other securities | — | — | $169K | 0.2% | |
| PIMCO Income Fund | Mutual Funds | — | — | $93K | <0.1% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $74K | <0.1% | |
| Franklin Small Cap Growth Fund | Mutual Funds | — | — | $68K | <0.1% | |
| American Century American Century Small Cap Value Fund | Other securities | — | — | $19K | <0.1% | |
| Calvert US Large Cap Core Responsive Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| American Century American Century Mid Cap Value Fund Investor Class | Other securities | — | — | $8K | <0.1% | |
| Nuveen Core Impact Bond R6 | U.S. Treasuries | — | — | $3K | <0.1% | |
| Nuveen International Responsible Equity R6 | 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.
