Jacquelyn Finocchario signed St. Mark's School of Southborough, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Mark's School of Southborough, Inc.'s EIN is 04-2103623.
Download the official 2023 Form 5500 (PDF) for St. Mark's School of Southborough, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)St. Mark's School of Southborough, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | N/A | $48 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $27K | — |
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 | — | — | $46.1M | 89.2% | |
| [Assets held in pooled separate account] | Other | — | — | $606K | 1.2% | |
| TIAA-CREF REAL ESTATE · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $606K | 1.2% | |
| [Assets held in participant loans] | Other | — | — | $65K | 0.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $15K | <0.1% |
