Ashley Munson signed Desert Heights Charter Schools' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Desert Heights Charter Schools' EIN is 91-2184875.
Download the official 2024 Form 5500 (PDF) for Desert Heights Charter Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Desert Heights Charter Schools' 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.9M | 77.3% | |
| Fixed Annuities 31 EMPOWER ANNUITY INSURANCE CO* GUARANTEED PORTFOLIO FUND | Common Stocks | — | — | $544K | 21.9% | |
| 7 EMPOWER* EMPOWER INTERNATIONAL INDEX FUND INV | Common Collective Trusts | — | — | $354K | 14.3% | |
| 2 AMERICAN FUNDS AMERICAN FUNDS GROWTH FUND OF AMER R3 | Mutual Funds | — | — | $281K | 11.3% | |
| 17 EMPOWER* EMPOWER S&P 500 INDEX FUND INV | Common Collective Trusts | — | — | $218K | 8.8% | |
| 6 EMPOWER* EMPOWER BOND INDEX FUND INV | Common Collective Trusts | — | — | $172K | 6.9% | |
| 25 INVESCO GLOBAL A | Mutual Funds | — | — | $132K | 5.3% | |
| 4 COLUMBIA MANAGEMENT COLUMBIA LARGE CAP VALUE A | Other securities | — | — | $122K | 4.9% | |
| 19 EMPOWER* EMPOWER S&P SMCAP 600 INDEX FUND INV | Common Collective Trusts | — | — | $94K | 3.8% | |
| 26 JP MORGAN JPMORGAN US RESEARCH ENHANCED EQUITY A | Other securities | — | — | $79K | 3.2% | |
| 10 EMPOWER* EMPOWER LARGE CAP VALUE INVESTOR II | Other securities | — | — | $78K | 3.1% | |
| 16 EMPOWER* EMPOWER REAL ESTATE INDEX FUND INV | Common Collective Trusts | — | — | $68K | 2.7% | |
| 22 EMPOWER* EMPOWER US GOVT SECURITIES FUND INV | Other securities | — | — | $65K | 2.6% | |
| 8 EMPOWER* EMPOWER INTERNATIONAL VALUE INV | Other securities | — | — | $64K | 2.6% | |
| 24 INVESCO COMSTOCK R | Mutual Funds | — | — | $46K | 1.8% | |
| 18 EMPOWER* EMPOWER S&P MIDCAP 400 INDEX FUND INV | Common Collective Trusts | — | — | $39K | 1.6% | |
| Participant Loans Interest ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $18K | 0.7% | |
| 23 FIDELITY INVESTMENTS FIDELITY ADVISOR LEVERAGED CO STK M | Mutual Funds | — | — | $16K | 0.6% | |
| 3 CLEARBRIDGE SMALL CAP GROWTH A | Other securities | — | — | $14K | 0.6% | |
| 12 EMPOWER* EMPOWER LIFETIME 2055 FUND SVC | Other securities | — | — | $14K | 0.6% | |
| 30 VIRTUS INVESTMENT PARTNERS VIRTUS CEREDEX MID-CAP VALUE EQUITY A | Other securities | — | — | $13K | 0.5% | |
| 5 EMPOWER* EMPOWER AGGRESSIVE PROFILE FUND INV | Other securities | — | — | $12K | 0.5% | |
| 20 EMPOWER* EMPOWER SMALL CAP VALUE INV | Other securities | — | — | $12K | 0.5% | |
| 14 EMPOWER* EMPOWER MODERATE PROFILE FUND INV | Other securities | — | — | $7K | 0.3% | |
| 21 EMPOWER* EMPOWER T ROWE PRICE MDCP GR FUND INV | Mutual Funds | — | — | $7K | 0.3% | |
| 9 EMPOWER* EMPOWER LARGE CAP GROWTH INV | Other securities | — | — | $3K | 0.1% | |
| 11 EMPOWER* EMPOWER LIFETIME 2045 FUND SVC | Other securities | — | — | $3K | 0.1% | |
| 13 EMPOWER* EMPOWER MID CAP VALUE INV | Other securities | — | — | $2K | <0.1% | |
| Variable Annuities 1 AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GROWTH R3 | Mutual Funds | — | — | $2K | <0.1% | |
| 27 MARISCO MARSICO FOCUS | Other securities | — | — | $1K | <0.1% | |
| 15 EMPOWER* EMPOWER MULTI-SECTOR BOND INV | Other securities | — | — | $1K | <0.1% | |
| 28 PIMCO TOTAL RETURN ADMIN ** 1 29 PUTNAM INCOME A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
