Anthony M. Ward ESQ. signed Moreau Catholic High School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moreau Catholic High School's EIN is 94-1609000.
Download the official 2024 Form 5500 (PDF) for Moreau Catholic High School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moreau Catholic High School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | OVERLAND PARK, KS | ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AB Small Cap Growth Portfolio Advisor Class Mutual Funds 26 Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $5.5M | 33.6% | |
| Fidelity U.S. Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.2M | 19.3% | |
| Fidelity International Index Fund Mutual Funds | Common Collective Trusts | — | — | $2.0M | 11.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $1.4M | 8.6% | |
| Reilly Financial Advisors RFA Moderate - Moreau Strategy Mutual Funds | Other securities | — | — | $739K | 4.5% | |
| BlackRock Total Return Fund Institutional Shares Mutual Funds 62 Nuveen High Yield Fund R6 Class Mutual Funds 5 * Reilly Financial Advisors RFA Aggressive - Moreau Strategy Mutual Funds | Mutual Funds | — | — | $717K | 4.4% | |
| Reilly Financial Advisors RFA Moderate Aggressive - Moreau Strategy Mutual Funds | Other securities | — | — | $642K | 3.9% | |
| Fidelity Emerging Markets Index Fund Mutual Funds | Common Collective Trusts | — | — | $469K | 2.9% | |
| Fidelity Small Cap Value Index Fund Mutual Funds | Common Collective Trusts | — | — | $468K | 2.8% | |
| GREAT GRAY CIT III FOR METLIFE GROU WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $448K | 2.7% | |
| Fidelity Small Cap Growth Index Fund Mutual Funds | Common Collective Trusts | — | — | $293K | 1.8% | |
| Notes Receivable from Participants 4.50% to 9.50% | Bonds / Notes | — | — | $212K | 1.3% | |
| Fidelity Mid Cap Value Index Mutual Funds | Mutual Funds | — | — | $99K | 0.6% | |
| Fidelity Large Cap Growth Index Fund Mutual Funds | Common Collective Trusts | — | — | $83K | 0.5% | |
| Fidelity Large Cap Value Index Fund Mutual Funds | Common Collective Trusts | — | — | $76K | 0.5% | |
| Fidelity Mid Cap Growth Index Mutual Funds | Mutual Funds | — | — | $50K | 0.3% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $43K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $21K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
