Matthew Salvatierra signed Brilla College Preparatory Charter Schools' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brilla College Preparatory Charter Schools' EIN is 81-3081969.
Download the official 2024 Form 5500 (PDF) for Brilla College Preparatory Charter Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brilla College Preparatory Charter Schools' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. & ANNUITY CO. | 71-0294708 | — | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.8M | 33.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.3M | 27.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $942K | 11.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $649K | 7.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $379K | 4.6% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $282K | 3.4% | |
| Guaranteed Interest Account * Voya Fixed Account (4635) | Other securities | — | — | $180K | 2.2% | |
| Delaware Emerging Markets Fund Class R6 894 JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $135K | 1.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $130K | 1.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $129K | 1.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $122K | 1.5% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $61K | 0.7% | |
| Participant notes receivable - maturity dates through November 2028, interest rates from 9.00% to 9.50% per annum. | Bonds / Notes | — | — | $60K | 0.7% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $45K | 0.5% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $20K | 0.2% | |
| BrandywineGLOBAL High Yield Fund | Other securities | — | — | $17K | 0.2% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $16K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares 249 * Vanguard Mid-Cap Index Fund Admiral Shares 490 * Vanguard Mid-Cap Value Index Fund Admiral Shares 241 * Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Accounts Baird Core Plus Bond Fund Class Institutional | Registered Investment Companies | — | — | $1K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $1K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $1K | <0.1% | |
| DFA International Core Equity Portfolio Institutional Class | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIT FINANCIAL GROUP, LLC | 45-3686413 | — | SERVICE PROVIDER | $0 | — |
