ANDY Digenova signed The Bear Creek School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Bear Creek School's EIN is 91-1420530.
Download the official 2024 Form 5500 (PDF) for The Bear Creek School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Bear Creek School's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT CUSTODIAN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $2.4M | 16.7% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 14.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.3M | 8.9% | |
| Federates Hermes Government Obligations Fund | Other securities | — | — | $800K | 5.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $790K | 5.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $602K | 4.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $531K | 3.7% | |
| Vanguard Target Retirement 2020 Fund 325 Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $530K | 3.7% | |
| Mainstay Epoch Global Equity Yield Fund Class | Other securities | — | — | $511K | 3.6% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $495K | 3.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $407K | 2.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $401K | 2.8% | |
| Calvert Bond Fund Class | U.S. Treasuries | — | — | $398K | 2.8% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $366K | 2.6% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $360K | 2.5% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $316K | 2.2% | |
| Nationwide Mid Cap Market Index Fund Class | Common Collective Trusts | — | — | $310K | 2.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $261K | 1.8% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $253K | 1.8% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $177K | 1.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $122K | 0.9% | |
| Vanguard Long-Term Investment-Grade Fund | Mutual Funds | — | — | $88K | 0.6% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $72K | 0.5% | |
| Vanguard Short-Term Corp Bond Index Fund | Common Collective Trusts | — | — | $65K | 0.5% | |
| Vanguard Health Care Fund | Mutual Funds | — | — | $63K | 0.4% | |
| Vanguard Inflation-Protected Securities | Mutual Funds | — | — | $56K | 0.4% | |
| Calvert Equity Fund Class | Other securities | — | — | $55K | 0.4% | |
| Vanguard Energy Index Fund | Common Collective Trusts | — | — | $49K | 0.3% | |
| Fidelity Select Gold Portfolio | Mutual Funds | — | — | $44K | 0.3% | |
| Vanguard Short-Term Treasury Fund | Mutual Funds | — | — | $41K | 0.3% | |
| First Eagle Gold Fund Class | Other securities | — | — | $40K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $39K | 0.3% | |
| DFA Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $34K | 0.2% | |
| Participant Loans * Participants Interest Rates 5.00 - 6.50% | Bonds / Notes | — | — | $34K | 0.2% | |
| Vanguard Dividend Growth Fund Investor | Mutual Funds | — | — | $29K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund | Common Collective Trusts | — | — | $25K | 0.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $25K | 0.2% | |
| DFA International Small Company Portfolio | Mutual Funds | — | — | $23K | 0.2% | |
| Vanguard Strategic Small-Cap Equity Fund | Mutual Funds | — | — | $20K | 0.1% | |
| Vanguard Commodity Strategy Fund | Mutual Funds | — | — | $20K | 0.1% | |
| Vanguard Total World Stock Index Fund | Common Collective Trusts | — | — | $15K | 0.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| Loomis Sayles Global Allocation Fund Class | Other securities | — | — | $12K | <0.1% | |
| Calvert Small-Cap Fund Class | Other securities | — | — | $8K | <0.1% | |
| Nuveen Real Estate Securities Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Calvert U.S. Large-Cap Core Responsible Index Fund 401 DFA Global Real Estate Securities Portfolio | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $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 |
|---|---|---|---|---|---|
| FLEX-PLAN RETIREMENT SERVICES INC | 80-0102330 | ISSAQUAH, WA | SERVICE PROVIDER | $0 | — |
