Paul Applegarth signed Wasatch Academy's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wasatch Academy's EIN is 87-0290194.
Download the official 2023 Form 5500 (PDF) for Wasatch Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wasatch Academy's plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $11.1M | 85.1% | |
| [Assets held in pooled separate account] | Other | — | — | $112K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $112K | 0.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN PARTNERS, LLC | — | CHERRY HILL, NJ | CONTRACT ADMIN | $6K | — |
