Kenneth Shilling signed Valley Christian Schools' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Christian Schools' EIN is 94-1495182.
Download the official 2024 Form 5500 (PDF) for Valley Christian Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Christian Schools' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 500 Index Fund | Common Collective Trusts | — | — | $10.3M | 18.0% | |
| Principal Guaranteed Option Principal Guaranteed Option | Other securities | — | — | $8.8M | 15.4% | |
| Victory Nasdaq 100 Index R6 Fund Victory Nasdaq 100 Index R6 Fund | Other securities | — | — | $3.2M | 5.7% | |
| Fidelity Total International Index Fund Fidelity Total International Index Fund | Common Collective Trusts | — | — | $2.9M | 5.1% | |
| Vanguard Target Retirement 2035 Inv Fund Vanguard Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $2.7M | 4.7% | |
| Fidelity US Bond Index Fund Fidelity Us Bond Index Fund | Common Collective Trusts | — | — | $2.4M | 4.3% | |
| Northern Small Cap Value Fund Northern Small Cap Value Fund | Other securities | — | — | $2.4M | 4.3% | |
| Vanguard Target Retirement 2055 Inv Fund Vanguard Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $2.2M | 3.8% | |
| JP Morgan Large Cap Growth R6 Fund Jp Morgan Large Cap Growth R6 Fund | Other securities | — | — | $2.2M | 3.8% | |
| Conestoga Small Cap Institutional Fund Conestoga Small Cap Institutional Fund | Other securities | — | — | $1.9M | 3.4% | |
| Fidelity Small Cap Index Fund Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.8M | 3.1% | |
| Fidelity Total Market Index Fund Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $1.7M | 3.1% | |
| Vanguard Federal Money Market Investor Fund Vanguard Federal Money Market Investor Fund | Mutual Funds | — | — | $1.5M | 2.6% | |
| American Funds EUPAC R6 Fund American Funds Eupac R6 Fund | Mutual Funds | — | — | $1.4M | 2.5% | |
| Vanguard Target Retirement 2045 Inv Fund Vanguard Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $1.3M | 2.3% | |
| Vanguard Target Retirement 2040 Inv Fund Vanguard Target Retirement 2040 Inv Fund | Mutual Funds | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2050 Inv Fund GS Vit Gov Money Mkt Fd Inst | Mutual Funds | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2030 Inv Fund Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2060 Inv Fund Vanguard Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $1.1M | 1.9% | |
| MFS Value R6 Fund Mfs Value R6 Fund | Mutual Funds | — | — | $958K | 1.7% | |
| Valic General Account Fixed Account Plus | Other securities | — | — | $941K | 1.6% | |
| Vanguard Target Retirement 2025 Inv Fund Vanguard Target Retirement 2025 Inv Fund | Mutual Funds | — | — | $898K | 1.6% | |
| Causeway International Value Institutional Fund Causeway International Value Institutional Fund | Other securities | — | — | $658K | 1.2% | |
| Cohen & Steers Institutional Realty Shares Cohen & Steers Institutional Realty Shares | Other securities | — | — | $586K | 1.0% | |
| PGIM Total Return Bond R6 Fund Pgim Total Return Bond R6 Fund | Other securities | — | — | $541K | 0.9% | |
| Vanguard Target Retirement 2065 Inv Fund Vanguard Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $371K | 0.7% | |
| Vanguard Target Retirement 2020 Inv Fund Vanguard Target Retirement 2020 Inv Fund | Mutual Funds | — | — | $303K | 0.5% | |
| Participant Loans Interest rates ranging 4.25% to 9.50% -0- | Bonds / Notes | — | — | $277K | 0.5% | |
| (E) | Other securities | — | — | $71K | 0.1% | |
| Vanguard Target Retirement Income Inv Fund Vanguard Target Retirement Income Inv Fund | Mutual Funds | — | — | $71K | 0.1% | |
| DFA International Small Company I Fund Dfa International Small Company I Fund | Mutual Funds | — | — | $16K | <0.1% | |
| (E) | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
