Oaks Christian School's EIN is 95-4656912.
Download the official 2024 Form 5500 (PDF) for Oaks Christian School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oaks Christian School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | SERVICE PROVIDER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | BROKER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $39.0M | 95.4% | |
| OneAmerica Nuveen Lifecycle Indx 2035 I | Mutual Funds | — | — | $4.5M | 11.0% | |
| OneAmerica Nuveen Lifecycle Indx 2025 I | Mutual Funds | — | — | $4.0M | 9.7% | |
| OneAmerica Nuveen Lifecycle Indx 2040 I | Mutual Funds | — | — | $3.7M | 9.1% | |
| OneAmerica Nuveen Lifecycle Indx 2050 I | Mutual Funds | — | — | $3.7M | 9.0% | |
| OneAmerica Fidelity 500 Index | Common Collective Trusts | — | — | $3.7M | 8.9% | |
| OneAmerica Nuveen Lifecycle Indx 2030 I | Mutual Funds | — | — | $3.5M | 8.6% | |
| OneAmerica AB Large Cap Growth Z | Other securities | — | — | $3.1M | 7.5% | |
| OneAmerica Nuveen Lifecycle Indx 2045 I | Mutual Funds | — | — | $2.5M | 6.0% | |
| OneAmerica Nuveen Lifecycle Indx 2020 I | Mutual Funds | — | — | $2.3M | 5.6% | |
| OneAmerica Nuveen Lifecycle Indx 2055 I | Mutual Funds | — | — | $1.2M | 3.0% | |
| OneAmerica Putnam Large Cap Value R6 | Mutual Funds | — | — | $876K | 2.1% | |
| OneAmerica Fidelity US Bond Index | Mutual Funds | — | — | $842K | 2.1% | |
| OneAmerica Nuveen Lifecycle Indx 2060 I | Mutual Funds | — | — | $804K | 2.0% | |
| OneAmerica MFS Mid Cap Growth R6 | Mutual Funds | — | — | $800K | 2.0% | |
| OneAmerica American Funds Europac Grth R6 | Mutual Funds | — | — | $524K | 1.3% | |
| OneAmerica Nuveen Lifecycle Index I | Mutual Funds | — | — | $461K | 1.1% | |
| OneAmerica American Century Small Cap Value | Other securities | — | — | $429K | 1.0% | |
| OneAmerica Lord Abbett Total Return R6 | Mutual Funds | — | — | $367K | 0.9% | |
| Participant loans Rates at 4.25% to 7% | Bonds / Notes | — | — | $343K | 0.8% | |
| OneAmerica American Century Mid Cap Value | Other securities | — | — | $313K | 0.8% | |
| OneAmerica Goldmansachs Money Market Government Adm | Cash / Money Market | — | — | $308K | 0.8% | |
| OneAmerica Nuveen Lifecycle Indx 2065 I | Mutual Funds | — | — | $293K | 0.7% | |
| OneAmerica Fidelity International Index | Mutual Funds | — | — | $211K | 0.5% | |
| OneAmerica Lord Abbett High Yield R6 | Mutual Funds | — | — | $165K | 0.4% | |
| OneAmerica Russell Global Real Estate Securities R6 | Other securities | — | — | $159K | 0.4% | |
| OneAmerica American Funds New Perspective | Mutual Funds | — | — | $158K | 0.4% | |
| AUL Stable Value Account | Stable Value | — | — | $157K | 0.4% | |
| DFA U.S. Large Cap Growth I | Mutual Funds | — | — | $138K | 0.3% | |
| DFA U.S. Large Cap Value Fund | Mutual Funds | — | — | $129K | 0.3% | |
| DFA International Core Equity Portfolio | Mutual Funds | — | — | $123K | 0.3% | |
| Fidelity Mid Cap Stock Fund | Mutual Funds | — | — | $114K | 0.3% | |
| OneAmerica Fidelity Midcap Index | Mutual Funds | — | — | $103K | 0.3% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $93K | 0.2% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $79K | 0.2% | |
| OneAmerica AB Small Cap Growth Z | Other securities | — | — | $78K | 0.2% | |
| Alliance Bernstein Discovery Growth Fund Class Z ** 548 American Century Mid Cap Value | Other securities | — | — | $64K | 0.2% | |
| OneAmerica Fidelity Small Cap Index | Mutual Funds | — | — | $64K | 0.2% | |
| Fidelity Long Term Treasury Bond Index | U.S. Treasuries | — | — | $62K | 0.2% | |
| Invesco Discovery Mid Cap Growth Fund | Mutual Funds | — | — | $55K | 0.1% | |
| Federated Bond Fund | Other securities | — | — | $54K | 0.1% | |
| Vanguard Value Index | Mutual Funds | — | — | $49K | 0.1% | |
| Avantis Small Cap Value | Other securities | — | — | $40K | <0.1% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $39K | <0.1% | |
| Invesco Discovery | Mutual Funds | — | — | $36K | <0.1% | |
| Vanguard Inter-Term Investment Grade Admiral | Mutual Funds | — | — | $30K | <0.1% | |
| DFA Small Cap Value I | Mutual Funds | — | — | $29K | <0.1% | |
| Vanguard Small Cap Value Inst | Mutual Funds | — | — | $28K | <0.1% | |
| Vanguard High-Yield Corporate Fund Admiral | Mutual Funds | — | — | $22K | <0.1% | |
| Vanguard Inter-Term Treasury | Mutual Funds | — | — | $20K | <0.1% |
