ERIN Nechipurenko signed St. Paul's School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Paul's School's EIN is 02-0222227.
Download the official 2024 Form 5500 (PDF) for St. Paul's School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Paul's School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $147K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity, non-benefit responsive | Mutual Funds | — | — | $14.1M | 13.6% | |
| Standard Stable Asset Fund II | Other securities | — | — | $13.6M | 13.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $12.2M | 11.8% | |
| Columbia Large Cap Index Z | Other securities | — | — | $11.4M | 11.0% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $8.5M | 8.3% | |
| CREF Stock R2 | Mutual Funds | — | — | $7.9M | 7.6% | |
| CREF Growth R2 | Mutual Funds | — | — | $6.2M | 6.0% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $3.5M | 3.4% | |
| MFS Growth R6 | Mutual Funds | — | — | $2.8M | 2.7% | |
| Dodge and Cox Intl Stock | Mutual Funds | — | — | $2.4M | 2.3% | |
| Columbia Mid Cap Index Z | Other securities | — | — | $2.4M | 2.3% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $2.3M | 2.2% | |
| American Funds US Government Sec R6 | Mutual Funds | — | — | $2.1M | 2.1% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $1.8M | 1.7% | |
| Columbia SM Cap Index Z | Other securities | — | — | $1.3M | 1.2% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $1.3M | 1.2% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $1.2M | 1.1% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $1.1M | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.0M | 1.0% | |
| T. Rowe Price Diversified Mid Cap Growth | Other securities | — | — | $757K | 0.7% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $683K | 0.7% | |
| DFA US Targeted Value | Mutual Funds | — | — | $594K | 0.6% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $477K | 0.5% | |
| CREF Money Market R2 | Mutual Funds | — | — | $470K | 0.5% | |
| Nuveen Internatl Eq Idx Retire XC | Common Collective Trusts | — | — | $460K | 0.4% | |
| Nuveen Large Cap Val Idx Rtmt XF | Common Collective Trusts | — | — | $443K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $384K | 0.4% | |
| Vanguard Wellington-Admiral | Mutual Funds | — | — | $266K | 0.3% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $221K | 0.2% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $216K | 0.2% | |
| Nuveen Small Cap Bld Idx Rtmt XM | Common Collective Trusts | — | — | $163K | 0.2% | |
| Notes receivable from participants | Other securities | — | — | $130K | 0.1% | |
| Nuveen Large Cap Gr Idx Retire XD | Common Collective Trusts | — | — | $129K | 0.1% | |
| Nuveen Real Est Sec Sel Rtmt XL | Mutual Funds | — | — | $129K | 0.1% | |
| Nuveen Money Market Retirement XU | Mutual Funds | — | — | $108K | 0.1% | |
| Nuveen Lifecycle 2045 Retire L9 | Mutual Funds | — | — | $100K | <0.1% | |
| Nuveen Lifecycle 2035 Retire L6 | Mutual Funds | — | — | $95K | <0.1% | |
| Nuveen Lifecycle Ret Inc Rtmt LD | Mutual Funds | — | — | $63K | <0.1% | |
| Nuveen Lifecycle 2040 Retire L7 | Mutual Funds | — | — | $60K | <0.1% | |
| Nuveen Mid Cap Value Retire XJ | Mutual Funds | — | — | $59K | <0.1% | |
| Nuveen S&P 500 Index Retire XR | Common Collective Trusts | — | — | $59K | <0.1% | |
| Nuveen Mid Cap Growth Retire XH | Mutual Funds | — | — | $49K | <0.1% | |
| Nuveen Lifecycle 2030 Retire L5 | Mutual Funds | — | — | $39K | <0.1% | |
| Nuveen Large Cap Resp Eq Rtmt XQ | Mutual Funds | — | — | $37K | <0.1% | |
| Nuveen Core Equity Retirement XA | Mutual Funds | — | — | $31K | <0.1% | |
| Nuveen Lifecycle 2050 Retire LB | Mutual Funds | — | — | $28K | <0.1% | |
| Nuveen Quant Sm Cp Eq Retire XN | Mutual Funds | — | — | $24K | <0.1% | |
| Nuveen Core Plus Bond Retire XZ | Mutual Funds | — | — | $21K | <0.1% | |
| Nuveen Lifecycle 2020 Retire L3 | Mutual Funds | — | — | $16K | <0.1% | |
| Nuveen Large Cap Value Retire XE | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.