Jonathan D. Wasserman signed The Rivers School Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Rivers School Corporation's EIN is 04-2104457.
Download the official 2024 Form 5500 (PDF) for The Rivers School Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Rivers School Corporation's plan includes 403(b) custodial accounts, a 403(b) annuity, ERISA 404(c) participant direction, 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 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | ADVISOR | $11K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $6.9M | 11.0% | |
| CREF Stock R1 | Mutual Funds | — | — | $6.7M | 10.6% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $5.1M | 8.2% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $3.0M | 4.8% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $2.6M | 4.1% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $2.5M | 4.0% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $2.5M | 4.0% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $2.1M | 3.4% | |
| CREF Stock R4 | Mutual Funds | — | — | $2.0M | 3.2% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $1.8M | 2.9% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $1.8M | 2.9% | |
| Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $1.7M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 2.5% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.5M | 2.4% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $1.4M | 2.2% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $1.3M | 2.1% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.3M | 2.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.2M | 2.0% | |
| TIAA Access Nuv Lifecycle 2030 T4 | Mutual Funds | — | — | $1.2M | 1.9% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $989K | 1.6% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $983K | 1.6% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $975K | 1.5% | |
| Nuveen Large Cap Val Index R6 | Mutual Funds | — | — | $876K | 1.4% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $815K | 1.3% | |
| TIAA Stable Value | Stable Value | — | — | $778K | 1.2% | |
| T Rowe Price Growth Stock 1 | Mutual Funds | — | — | $719K | 1.1% | |
| DFA US Small Cap Portfolio Inst | Mutual Funds | — | — | $718K | 1.1% | |
| TIAA Access Nuv International Equity T4 | Mutual Funds | — | — | $665K | 1.1% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $664K | 1.1% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $584K | 0.9% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $561K | 0.9% | |
| TIAA Access Nuv Lifecycle 2035 T4 | Mutual Funds | — | — | $547K | 0.9% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $523K | 0.8% | |
| Nuveen Large Cap GR Index R6 | Mutual Funds | — | — | $383K | 0.6% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $304K | 0.5% | |
| Metropolitan West Total Return Bond Pln | Other securities | — | — | $270K | 0.4% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $267K | 0.4% | |
| Nuveen International Resp Equity R6 | Mutual Funds | — | — | $258K | 0.4% | |
| TIAA Access Nuv Large Cap Value T4 | Mutual Funds | — | — | $244K | 0.4% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $204K | 0.3% | |
| TIAA Access Nuv Qt Small Cap Equity T4 | Mutual Funds | — | — | $199K | 0.3% | |
| Vanguard Ttl Intl Bond Index Adm | Mutual Funds | — | — | $181K | 0.3% | |
| TIAA Access Nuv Mid Cap Value T4 | Mutual Funds | — | — | $181K | 0.3% | |
| TIAA Access Nuv Small Cap Bl Index T4 | Mutual Funds | — | — | $173K | 0.3% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $152K | 0.2% | |
| TIAA Access Nuv RIEstSecSel T4 | Mutual Funds | — | — | $130K | 0.2% | |
| CREF Money Market R1 | Mutual Funds | — | — | $128K | 0.2% | |
| Nuveen Core Impact Bond R6 | U.S. Treasuries | — | — | $117K | 0.2% | |
| Participant loans, 4.25% interest rate, variable maturities through 2026 | Bonds / Notes | — | — | $78K | 0.1% | |
| TIAA Access Nuv Lifecycle 2025 T4 | Mutual Funds | — | — | $76K | 0.1% |
