Gabriel Park signed Equality Charter School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Equality Charter School's EIN is 80-0338050.
Download the official 2023 Form 5500 (PDF) for Equality Charter School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Equality Charter School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $3.3M | 38.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 19.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 13.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $446K | 5.1% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $232K | 2.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $206K | 2.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $195K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $174K | 2.0% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $174K | 2.0% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $130K | 1.5% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $92K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $77K | 0.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $77K | 0.9% | |
| AMERFUNDS 2015 TARG DATERET R6 950 REGISTERED INVESTMENT COMPANY DELAWARE IVY SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $73K | 0.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $70K | 0.8% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $48K | 0.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $44K | 0.5% | |
| AB BOND INFLATION STRAT Z | Registered Investment Companies | — | — | $30K | 0.3% | |
| COL GLBL TECH GROWTH - I | Registered Investment Companies | — | — | $29K | 0.3% | |
| EMPOWER AGGRESSIVE PROFILE INS | Registered Investment Companies | — | — | $16K | 0.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $15K | 0.2% | |
| VICTORY RS GLOBAL Y | Registered Investment Companies | — | — | $13K | 0.2% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| FID SELECT MED TECH DEV PT | Registered Investment Companies | — | — | $9K | 0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $9K | <0.1% | |
| DFA SOC FIXED INC INSTL | Registered Investment Companies | — | — | $8K | <0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| COLUMBIA SMALL CAP VALUE I I3 | Registered Investment Companies | — | — | $8K | <0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $23K |
| — |
