Kathleen HOWE signed The New Hampton School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The New Hampton School's EIN is 02-0223634.
Download the official 2024 Form 5500 (PDF) for The New Hampton School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The New Hampton School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $6K | — |
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 Non Benefit Responsive | Mutual Funds | — | — | $2.4M | 11.3% | |
| CREF Stock R1 | Mutual Funds | — | — | $2.4M | 11.1% | |
| American Fds 2030 Tar Ret R6 | Other securities | — | — | $2.0M | 9.4% | |
| American Fds 2050 Tar Ret R6 | Other securities | — | — | $1.3M | 6.1% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.1M | 5.1% | |
| American Fds 2040 Tar Ret R6 | Other securities | — | — | $1.1M | 5.0% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $988K | 4.6% | |
| American Fds 2035 Tar Ret R6 | Other securities | — | — | $950K | 4.4% | |
| American Fds 2045 Tar Ret R6 | Other securities | — | — | $932K | 4.3% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $894K | 4.1% | |
| American Fds 2055 Tar Ret R6 | Other securities | — | — | $834K | 3.8% | |
| American Fds 2025 Tar Ret R6 | Other securities | — | — | $640K | 3.0% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $639K | 2.9% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $563K | 2.6% | |
| PIMCO Total Return Admin Class | Mutual Funds | — | — | $446K | 2.1% | |
| TIAA-Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $376K | 1.7% | |
| MFS Growth Fund Class R4 | Mutual Funds | — | — | $351K | 1.6% | |
| Nuveen S&P 500 Index Retire | Common Collective Trusts | — | — | $313K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $296K | 1.4% | |
| AF American Balanced Fund R4 | Other securities | — | — | $293K | 1.4% | |
| AF Washington Mutual Inv R4 | Other securities | — | — | $291K | 1.3% | |
| MFS International Growth Cl R4 | Mutual Funds | — | — | $279K | 1.3% | |
| JPMorgan Equity Income Select | Other securities | — | — | $235K | 1.1% | |
| American Fds 2020 Tar Ret R6 | Other securities | — | — | $213K | 1.0% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $174K | 0.8% | |
| MFS International Diversif R3 | Mutual Funds | — | — | $147K | 0.7% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $123K | 0.6% | |
| American Fds 2060 Tar Ret R6 | Other securities | — | — | $119K | 0.5% | |
| TIAA Access Nuv LifCyc 2040 T4 | Mutual Funds | — | — | $105K | 0.5% | |
| Nuveen Small Cap Bld Idx Rtmt | Common Collective Trusts | — | — | $88K | 0.4% | |
| TIAA-Traditional Benefit Responsive | Mutual Funds | — | — | $87K | 0.4% | |
| TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | — | $81K | 0.4% | |
| MFS Mid Cap Value R3 | Mutual Funds | — | — | $68K | 0.3% | |
| CREF Money Market R1 | Mutual Funds | — | — | $62K | 0.3% | |
| Nuveen Real Est Sec Sel Prem | Mutual Funds | — | — | $59K | 0.3% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | Mutual Funds | — | — | $54K | 0.3% | |
| TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $54K | 0.3% | |
| Baron Growth Institutional | Other securities | — | — | $51K | 0.2% | |
| TIAA Access Nuv LifCyc 2025 T4 | Mutual Funds | — | — | $50K | 0.2% | |
| TIAA Access Nuv LifCyc 2050 T4 | Mutual Funds | — | — | $49K | 0.2% | |
| MFS New Discovery Value R3 | Mutual Funds | — | — | $49K | 0.2% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $49K | 0.2% | |
| TIAA Access Nuv RlEstSecSel T4 | Mutual Funds | — | — | $44K | 0.2% | |
| JPMorgan Small Cap Growth R4 | Other securities | — | — | $41K | 0.2% | |
| American Funds 2065 Tar Ret R6 | Mutual Funds | — | — | $39K | 0.2% | |
| American Fds 2015 Tar Ret R6 | Other securities | — | — | $37K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | Mutual Funds | — | — | $35K | 0.2% | |
| Notes receivable from participants | Other securities | — | — | $21K | <0.1% | |
| Nuveen Equity Index Retirement | Common Collective Trusts | — | — | $16K | <0.1% | |
| TIAA Access Nuv LifCyc 2035 T4 | 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.
