Karen Johnson signed Coney Island Preparatory Charter School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coney Island Preparatory Charter School's EIN is 94-3453217.
Download the official 2023 Form 5500 (PDF) for Coney Island Preparatory Charter School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Coney Island Preparatory Charter School's plan includes a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS FINANCIAL SERVI | 11-3018002 | HOLBROOK, NY | INVESTMENT ADVISOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES * American Funds 2055 Trgt Date Retire | Mutual Funds | — | $111K | $2.8M | 32.5% | |
| American Funds 2050 Trgt Date Retire | Mutual Funds | — | $93K | $1.9M | 21.5% | |
| American Funds 2045 Trgt Date Retire | Mutual Funds | — | $79K | $1.6M | 18.6% | |
| American Funds 2060 Trgt Date Retire | Mutual Funds | — | $33K | $573K | 6.6% | |
| American Funds 2040 Trgt Date Retire | Mutual Funds | — | $24K | $481K | 5.5% | |
| T. Rowe Price Equity Index 500 | Common Collective Trusts | — | $2K | $332K | 3.8% | |
| MONEY MARKET FUND * American Funds US Govt Money Market Fund | Mutual Funds | — | $151K | $172K | 2.0% | |
| with maturities through 2028 | Other securities | — | — | $89K | 1.0% | |
| American Funds 2065 Target Date Fund | Mutual Funds | — | $3K | $54K | 0.6% | |
| American Funds 2035 Trgt Date Retire | Mutual Funds | — | $2K | $35K | 0.4% | |
| American Funds Europacific Growth 597 | Mutual Funds | — | — | $34K | 0.4% | |
| T. Rowe Price International Eq Index | Other securities | — | $2K | $32K | 0.4% | |
| American Funds AMCAP 721 | Mutual Funds | — | — | $31K | 0.4% | |
| Columbia Small Cap Index Instl 2 952 | Other securities | — | — | $23K | 0.3% | |
| American Funds Capital World Bond 603 | Mutual Funds | — | — | $9K | 0.1% | |
| American Funds New World 97 | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds 2010 Trgt Date Retire 337 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Bond Fund of Amer 296 | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds Washington Mutual 22 | Mutual Funds | — | — | $1K | <0.1% | |
| American Funds Interm Bond Fund 102 | Mutual Funds | — | — | $1K | <0.1% | |
| Hartford Schroders International Multi-Cap Value 105 | Other securities | — | — | $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 |
|---|---|---|---|---|---|
| MAGII PENSION SERVICES | — | HAUPPAUGE, NY | CONTRACT ADMIN | $10K | — |
