Scott Tomasi signed CATE School Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CATE School Corporation's EIN is 95-1644630.
Download the official 2023 Form 5500 (PDF) for CATE School Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)CATE School Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS LARGE CAP VALUE FUND; CT WILMINGTON TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $3.1M | 16.3% | |
| NT COLLECTIVE S&P 500 INDEX FUND-DC NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $2.7M | 14.0% | |
| American Funds American Beacon Samll Cap Value Fund R6 Class 380 Fidelity FIAM Core Plus Commingled Pool Class I 948 JPMorgan Large Cap Growth Fund Class R6 | Common Collective Trusts | — | — | $1.8M | 9.6% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.6M | 8.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.6M | 8.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.3M | 6.7% | |
| Vanguard FTSE Social Index Fund Investor Shares | Common Collective Trusts | — | — | $1.2M | 6.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.1M | 5.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $925K | 4.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $859K | 4.5% | |
| GALLIARD STABLE RETURN FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $780K | 4.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $590K | 3.1% | |
| Vanguard Target Retirement 2065 Fund 269 * Vanguard Target Retirement Income | Mutual Funds | — | — | $428K | 2.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $415K | 2.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $375K | 2.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $91K | 0.5% | |
| Mass Mutual Mass Mutual Small Cap Growth Class CT 590 * Vanguard Cash Reserves Federal MM Fund Admiral Shares | Mutual Funds | — | — | $69K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $8K | <0.1% | |
| MFS MID CAP GROWTH FUND; CT WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1K | <0.1% | |
| NT ALL COUNTRY WORLD EX-US INVESTAB NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $386 | <0.1% | |
| NORTHERN TRUST COLLECTIVE EXTENDED NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $384 | <0.1% | |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $374 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
