Susan Harrington signed Brewster Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brewster Academy's EIN is 02-0223317.
Download the official 2024 Form 5500 (PDF) for Brewster Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brewster Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $35K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $240 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE |
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 and CREF TIAA Traditional Annuity | Mutual Funds | — | — | $6.9M | 21.5% | |
| TIAA and CREF Stock R1 | Mutual Funds | — | — | $3.1M | 9.5% | |
| Vanguard Ttl Stk Mkt Idx Adm | Common Collective Trusts | — | — | $2.4M | 7.5% | |
| TIAA and CREF Growth R1 | Mutual Funds | — | — | $1.6M | 5.0% | |
| TIAA and CREF Equity Index R1 | Common Collective Trusts | — | — | $1.6M | 4.9% | |
| TIAA and CREF TIAA-CREF Lifecycle 2040 R6 | Mutual Funds | — | — | $1.3M | 4.1% | |
| TIAA and CREF TIAA-CREF Lifecycle 2030 R6 | Mutual Funds | — | — | $1.3M | 4.0% | |
| TIAA and CREF Global Equities R1 | Mutual Funds | — | — | $1.2M | 3.7% | |
| TIAA and CREF TIAA-CREF Lifecycle 2035 R6 | Mutual Funds | — | — | $1.2M | 3.6% | |
| TIAA and CREF Stock R4 | Mutual Funds | — | — | $1.1M | 3.6% | |
| TIAA and CREF TIAA-CREF Lifecycle 2045 R6 | Mutual Funds | — | — | $1.1M | 3.5% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.1M | 3.4% | |
| TIAA and CREF TIAA-CREF Lifecycle 2050 R6 | Mutual Funds | — | — | $1.1M | 3.3% | |
| MFS Intnl Diversification R4 | Mutual Funds | — | — | $828K | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $733K | 2.3% | |
| TIAA and CREF TIAA-CREF Lifecycle 2055 R6 | Mutual Funds | — | — | $534K | 1.7% | |
| JPMorgan Equity Income Select | Other securities | — | — | $480K | 1.5% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $385K | 1.2% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $342K | 1.1% | |
| TIAA and CREF Social Choice R1 | Mutual Funds | — | — | $333K | 1.0% | |
| Vanguard Treasury MoneyMkt Inv | Mutual Funds | — | — | $298K | 0.9% | |
| TIAA and CREF TIAA Access Intl Equity T2 | Mutual Funds | — | — | $279K | 0.9% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $278K | 0.9% | |
| TIAA and CREF TIAA-CREF Lifecycle 2025 R6 | Mutual Funds | — | — | $239K | 0.7% | |
| TIAA and CREF Core Bond R1 | Mutual Funds | — | — | $215K | 0.7% | |
| TIAA and CREF TIAA-CREF Lifecycle 2015 R6 ** 62 * TIAA and CREF TIAA-CREF Lifecycle 2020 R6 | Mutual Funds | — | — | $200K | 0.6% | |
| TIAA and CREF Money Market R1 | Mutual Funds | — | — | $188K | 0.6% | |
| TIAA and CREF TIAA Access Lrg Cap Val T2 | Mutual Funds | — | — | $182K | 0.6% | |
| TIAA and CREF Social Choice R4 | Mutual Funds | — | — | $176K | 0.5% | |
| TIAA and CREF TIAA Access Qt Sm Cp Eq T2 | Mutual Funds | — | — | $152K | 0.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $144K | 0.4% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $126K | 0.4% | |
| TIAA and CREF TIAA Access Mid Cap Val T2 | Mutual Funds | — | — | $119K | 0.4% | |
| TIAA and CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $113K | 0.4% | |
| TIAA and CREF TIAA-CREF Lifecycle 2060 R6 | Mutual Funds | — | — | $90K | 0.3% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $76K | 0.2% | |
| TIAA and CREF TIAA Access Sm Cp Bl Ix T2 | Mutual Funds | — | — | $73K | 0.2% | |
| TIAA and CREF TIAA Access RlEstSecSel T2 | Mutual Funds | — | — | $68K | 0.2% | |
| TIAA and CREF TIAA Access LifCyc 2030 T2 | Mutual Funds | — | — | $56K | 0.2% | |
| BlackRock High Yield Inst | Other securities | — | — | $53K | 0.2% | |
| TIAA and CREF TIAA-CREF Lifecycle 2065 R6 | Mutual Funds | — | — | $42K | 0.1% | |
| TIAA and CREF TIAA Access LgCp Res Eq T2 | Mutual Funds | — | — | $38K | 0.1% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $33K | 0.1% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $33K | 0.1% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $30K | <0.1% | |
| TIAA and CREF TIAA Access LifCyc 2035 T2 | Mutual Funds | — | — | $26K | <0.1% | |
| TIAA and CREF TIAA Access Core Pl Bd T2 | Mutual Funds | — | — | $21K | <0.1% | |
| Fidelity New Millen | Mutual Funds | — | — | $20K | <0.1% | |
| TIAA and CREF TIAA Access LifCyc 2010 T2 ** 333 * TIAA and CREF TIAA Access LifCyc 2020 T2 | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Contrafund | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $9K |
| — |
