Diane Havlinek signed Presbyterian School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Presbyterian School's EIN is 76-0282995.
Download the official 2024 Form 5500 (PDF) for Presbyterian School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Presbyterian School'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $25K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ASSUREDPARTNERS CAPITAL INC |
| — |
| LAKE MARY, FL |
| INVESTMENT ADVISOR |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | — | HOUSTON, TX | CONTRACT ADMIN | $0 | — |
