Stephanie Harkins signed The Putney School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Putney School's EIN is 03-0179305.
Download the official 2023 Form 5500 (PDF) for The Putney School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Putney School's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $600 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $18.0M | 91.5% | |
| [Assets held in pooled separate account] | Other | — | — | $166K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $166K | 0.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $68K | 0.3% |
