TARA S. Gohlmann signed Buckingham Browne & Nichols School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Buckingham Browne & Nichols School's EIN is 04-2103751.
Download the official 2024 Form 5500 (PDF) for Buckingham Browne & Nichols School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Buckingham Browne & Nichols School'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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock R2 | Mutual Funds | — | — | $28.5M | 20.0% | |
| TIAA Traditional Annuity, non-benefit responsive | Mutual Funds | — | — | $23.4M | 16.5% | |
| TIAA Traditional Annuity, fully benefit-responsive | Mutual Funds | — | — | $7.5M | 5.3% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $6.9M | 4.8% | |
| CREF Growth R2 | Mutual Funds | — | — | $6.1M | 4.3% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $6.0M | 4.2% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $5.1M | 3.6% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $5.1M | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.2M | 3.0% | |
| Nuveen Lifecycle 2040 Premier | Mutual Funds | — | — | $4.1M | 2.9% | |
| Nuveen Lifecycle 2030 Premier | Mutual Funds | — | — | $3.8M | 2.7% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $3.8M | 2.7% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $3.6M | 2.5% | |
| Nuveen Lifecycle 2050 Premier | Mutual Funds | — | — | $3.6M | 2.5% | |
| Nuveen Lifecycle 2045 Premier | Mutual Funds | — | — | $3.2M | 2.2% | |
| Nuveen Lifecycle 2035 Premier | Mutual Funds | — | — | $2.5M | 1.8% | |
| Dodge & Cox Stock Fund I | Mutual Funds | — | — | $2.4M | 1.7% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $2.1M | 1.5% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $2.1M | 1.5% | |
| Nuveen Lifecycle 2025 Premier | Mutual Funds | — | — | $1.9M | 1.4% | |
| Nuveen Lifecycle 2055 Premier | Mutual Funds | — | — | $1.8M | 1.3% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $1.6M | 1.1% | |
| American EuroPac Growth R6 | Other securities | — | — | $1.5M | 1.0% | |
| CREF Money Market R2 | Mutual Funds | — | — | $1.3M | 0.9% | |
| Nuveen Lifecycle 2020 Premier | Mutual Funds | — | — | $1.1M | 0.8% | |
| Cohen&Steers Inst Realty Shar | Other securities | — | — | $1.1M | 0.8% | |
| BlackRock Total Return K | Other securities | — | — | $1.1M | 0.8% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $621K | 0.4% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $493K | 0.3% | |
| Nuveen Lifecycle 2060 Premier | Mutual Funds | — | — | $490K | 0.3% | |
| TIAA Access Nuv LifCyc 2020 T2 | Mutual Funds | — | — | $444K | 0.3% | |
| TIAA Access Nuv LgCp Res Eq T2 | Mutual Funds | — | — | $433K | 0.3% | |
| TIAA Access Nuv LifCyc 2035 T2 | Mutual Funds | — | — | $432K | 0.3% | |
| Nuveen Money Market Premier | Mutual Funds | — | — | $421K | 0.3% | |
| Notes receivable from participants | Other securities | — | — | $366K | 0.3% | |
| TIAA Access Nuv LifCyc 2030 T2 | Mutual Funds | — | — | $340K | 0.2% | |
| TIAA Access Nuv LifCyc 2040 T2 | Mutual Funds | — | — | $334K | 0.2% | |
| TIAA Access Nuv LifCyc 2045 T2 | Mutual Funds | — | — | $334K | 0.2% | |
| TIAA Access Nuv LifCyc 2025 T2 | Mutual Funds | — | — | $319K | 0.2% | |
| American Century Sm Cap Val R6 | Other securities | — | — | $238K | 0.2% | |
| TIAA Access Nuv LifCyc 2050 T2 | Mutual Funds | — | — | $229K | 0.2% | |
| Nuveen Lifecycle 2065 Premier | Mutual Funds | — | — | $154K | 0.1% | |
| TIAA Access Nuv LifCyc 2010 T2 | Mutual Funds | — | — | $145K | 0.1% | |
| TIAA Access Nuv LifCyc 2015 T2 | Mutual Funds | — | — | $112K | <0.1% | |
| TIAA Access Nuv Lrg Cap Val T2 | Mutual Funds | — | — | $96K | <0.1% | |
| TIAA Access Nuv Core Bond T2 | Mutual Funds | — | — | $94K | <0.1% | |
| Nuveen Lifecycle 2015 Premier | Mutual Funds | — | — | $84K | <0.1% | |
| Nuveen Lifecycle 2010 Premier | Mutual Funds | — | — | $75K | <0.1% | |
| TIAA Access Nuv Mid Cap Val T2 | Mutual Funds | — | — | $65K | <0.1% | |
| Nuveen Lifecycle Ret Inc Prem | Mutual Funds | — | — | $64K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | NONE | $20K | — |
