Steve Finley signed Thomas Edison Charter School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thomas Edison Charter School's EIN is 87-0673250.
Download the official 2024 Form 5500 (PDF) for Thomas Edison Charter School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thomas Edison Charter 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 75-3182674 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEGIS/ADAMS WEALTH ADVISORS | — | LOGAN, UT | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.8M | 99.8% | |
| [Assets held in participant loans] | Other | — | — | $11K | 0.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5K | <0.1% |
