BRET Moehlmann signed Cole Valley Christian Schools' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cole Valley Christian Schools' EIN is 86-2425049.
Download the official 2024 Form 5500 (PDF) for Cole Valley Christian Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cole Valley Christian Schools' 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $611K | 25.6% | |
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $515K | 21.6% | |
| MyCompass Ind Mod Ret Fd R Collective Trust Fund | Common Collective Trusts | — | — | $299K | 12.5% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $299K | 12.5% | |
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $291K | 12.2% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $190K | 8.0% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $124K | 5.2% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $114K | 4.8% | |
| Fid US Bd Id Fd Registered Investment Company | Mutual Funds | — | — | $60K | 2.5% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST FUNDS · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $59K | 2.5% | |
| LARGE CAP GROWTH FUND III - FEE CLA WILMINGTON TRUST FUNDS · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $35K | 1.5% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $28K | 1.2% | |
| SMALL CAP GROWTH FUND II - FEE CLAS WILMINGTON TRUST FUNDS · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $20K | 0.8% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN WILMINGTON TRUST FUNDS · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $13K | 0.6% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 F WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $8K | 0.3% | |
| Fidelity Global ex US Index Fd Registered Investment Company | Mutual Funds | — | — | $4K | 0.2% | |
| LARGE CAP VALUE FUND - FEE CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4K | 0.2% | |
| LOAN FUND Participant Loans - Rates 9.50% to 9.50% | Bonds / Notes | — | — | $3K | 0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $3K | 0.1% | |
| SMALL CAP VALUE FUND - FEE CLASS I1 WILMINGTON TRUST FUNDS · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $3K | 0.1% | |
| INTERNATIONAL EQUITY FUND - FEE CLA WILMINGTON TRUST FUNDS · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $924 | <0.1% | |
| CORE PLUS BOND FUND - FEE CLASS I1 WILMINGTON TRUST FUNDS · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $693 | <0.1% | |
| MYCOMPASS INDEX MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4097332 / PN 478 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
