Alwayne Burke signed The Academy Charter School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Academy Charter School's EIN is 80-0353508.
Download the official 2024 Form 5500 (PDF) for The Academy Charter School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Academy Charter School's plan includes 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $88K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2050 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.7M | 12.3% | |
| PRIN LIFETIME 2040 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.6M | 11.3% | |
| PRIN LIFETIME 2030 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.6M | 11.1% | |
| PRIN LIFETIME 2055 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $1.5M | 10.6% | |
| PRIN LIFETIME 2035 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.5M | 10.5% | |
| PRIN LIFETIME 2025 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $1.4M | 10.3% | |
| PRIN LIFETIME 2045 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $778K | 5.5% | |
| PRIN LIFETIME 2020 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $676K | 4.8% | |
| Notes receivable from participants Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $666K | 4.7% | |
| Principal Life Insurance Company Insurance Company Guaranteed interests | Common Stocks | — | — | $571K | 4.0% | |
| Principal Life Insurance Company Principal Large Cap Growth I | Common Stocks | — | — | $540K | 3.8% | |
| PRIN LARGECAP GROWTH I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $540K | 3.8% | |
| PRIN LIFETIME 2060 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $370K | 2.6% | |
| Principal Life Insurance Company Principal Lifetime 2065 | Common Stocks | — | — | $265K | 1.9% | |
| PRIN LIFETM 2065 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $265K | 1.9% | |
| PRIN LGCAP S&P 500 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $230K | 1.6% | |
| PRIN LARGECAP VALUE III SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $104K | 0.7% | |
| PRIN LIFETIME 2015 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $89K | 0.6% | |
| Principal Life Insurance Company Principal International Equity Separate | Common Stocks | — | — | $78K | 0.6% | |
| PRIN INTL I SEPARATE ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $78K | 0.6% | |
| PRIN LIFETIME 2070 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $74K | 0.5% | |
| PRIN CORE PLUS BOND SEP ACT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $63K | 0.4% | |
| Principal Life Insurance Company Principal Mid Cap Value I | Common Stocks | — | — | $53K | 0.4% | |
| PRIN MIDCAP VALUE I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $53K | 0.4% | |
| PRIN MIDCAP GROWTH III SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $46K | 0.3% | |
| PRINCIPAL SMALL CAP SET ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $44K | 0.3% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index | Common Stocks | — | — | $15K | 0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $15K | 0.1% | |
| PRIN REAL ESTATE SECS SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $12K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Principal Life Insurance Company Principal Lifetime Strategic Income | Common Stocks | — | — | $7K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
