Jennifer Harris signed Salpointe Catholic High School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Salpointe Catholic High School's EIN is 86-0705131.
Download the official 2024 Form 5500 (PDF) for Salpointe Catholic High School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Salpointe Catholic High School's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLSPRING FINANCIAL PARTNERS, LLC | 45-2984270 | — | INVESTMENT/FINANCIAL ADVI | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $3.9M | 22.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $2.5M | 14.0% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $1.8M | 9.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.4M | 7.7% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.0M | 5.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $811K | 4.5% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $755K | 4.2% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $630K | 3.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $550K | 3.1% | |
| DFA US CORE EQUITY 2 PORT INST | Registered Investment Companies | — | — | $545K | 3.1% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $500K | 2.8% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $466K | 2.6% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $381K | 2.1% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $346K | 1.9% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $342K | 1.9% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $262K | 1.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $230K | 1.3% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $177K | 1.0% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $173K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $148K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $133K | 0.7% | |
| VAN FTSE AW EX US SMCPIN ADM | Registered Investment Companies | — | — | $125K | 0.7% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $85K | 0.5% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $83K | 0.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $70K | 0.4% | |
| DFA FIVE YR GLOB FIXED INC I | Registered Investment Companies | — | — | $65K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $64K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $36K | 0.2% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $21K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
