The King's Academy's EIN is 77-0287771.
Download the official 2024 Form 5500 (PDF) for The King's Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The King's Academy's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index F | Common Collective Trusts | — | — | $4.2M | 24.0% | |
| Voya Intermediate Bond I | Other securities | — | — | $2.9M | 16.6% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $2.3M | 13.3% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $2.1M | 11.9% | |
| MFS Value R6 | Mutual Funds | — | — | $1.5M | 8.5% | |
| Standard Insurance Company Stable Asset A | Common Stocks | — | — | $1.3M | 7.6% | |
| Vanguard Small Cap I | Mutual Funds | — | — | $974K | 5.6% | |
| Neuberger Berman Mid Cap Growth R | Other securities | — | — | $518K | 3.0% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $487K | 2.8% | |
| T. Rowe Price Balanced Fund | Other securities | — | — | $345K | 2.0% | |
| PGIM High Yield Fund Z | Other securities | — | — | $239K | 1.4% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $209K | 1.2% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $178K | 1.0% | |
| DFA US Targeted Value Port Instl | Mutual Funds | — | — | $166K | 1.0% | |
| maturing at various dates through 2027 - | Other securities | — | — | $43K | 0.2% |
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