Richard Shapiro signed Sierra Canyon High School Foundation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sierra Canyon High School Foundation's EIN is 95-4823704.
Download the official 2023 Form 5500 (PDF) for Sierra Canyon High School Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sierra Canyon High School Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.9M | 16.5% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $3.2M | 13.4% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.5M | 10.6% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $2.1M | 8.9% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $2.1M | 8.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.5M | 6.4% | |
| Nuveen International Equity Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 5.3% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 5.3% | |
| iShares Russell 2000 Small-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $968K | 4.1% | |
| STABLE VALUE FUND FEE CLASS I1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $625K | 2.6% | |
| IndexSelect Aggressive 2035 Fund Collective Trust Fund | Common Collective Trusts | — | — | $545K | 2.3% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $513K | 2.2% | |
| Empower Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $478K | 2.0% | |
| Baird Aggregate Bond Fund Mutual Fund | Other securities | — | — | $403K | 1.7% | |
| International Stock Fund Collective Trust Fund | Common Collective Trusts | — | — | $401K | 1.7% | |
| IndexSelect Aggressive 2025 Fund Collective Trust Fund | Common Collective Trusts | — | — | $381K | 1.6% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $370K | 1.6% | |
| Large Cap Value Fund Collective Trust Fund | Common Collective Trusts | — | — | $304K | 1.3% | |
| Small Cap Value Fund Collective Trust Fund | Common Collective Trusts | — | — | $277K | 1.2% | |
| Investments Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $62K | 0.3% | |
| MassMutual Select Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $60K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $34K | 0.1% | |
| IndexSelect Conservative 2045 Fund Collective Trust Fund | Common Collective Trusts | — | — | $32K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $16K | <0.1% | |
| Small Cap Growth Fund Collective Trust Fund | Common Collective Trusts | — | — | $12K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $11K | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 I1 GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 I1 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2055 I1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2045 I GREAT GRAY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 I1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 I GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NFP RETIREMENT INC |
| — |
| ALISO VIEJO, CA |
| INVESTMENT ADVISOR |
| $33K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | — | SPRINFIELD, MA | BROKER/ADVISER | $0 | — |
