ANN Marie Flynn signed Shore Country Day School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shore Country Day School's EIN is 04-2104926.
Download the official 2024 Form 5500 (PDF) for Shore Country Day School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shore Country Day 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 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT LLC | 45-4168388 | — | ADVISOR | $9K | — |
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 Annuity - Non Benefit Responsive | Mutual Funds | — | — | $4.7M | 15.4% | |
| CREF Stock Fund | Mutual Funds | — | — | $4.0M | 13.2% | |
| Schwab Total Stock Market Index | Common Collective Trusts | — | — | $2.0M | 6.7% | |
| CREF Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | — | $1.2M | 4.0% | |
| CREF Global Equities Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| CREF Nuveen LfCycle lx 2035 R6 | Mutual Funds | — | — | $1.1M | 3.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.0M | 3.3% | |
| CREF Growth Fund | Mutual Funds | — | — | $966K | 3.2% | |
| CREF Nuveen LfCycle lx 2040 R6 | Mutual Funds | — | — | $888K | 2.9% | |
| CREF Nuveen LfCycle lx 2045 R6 | Mutual Funds | — | — | $770K | 2.5% | |
| CREF Social Choice Fund | Mutual Funds | — | — | $768K | 2.5% | |
| CREF Equity Index Fund | Common Collective Trusts | — | — | $727K | 2.4% | |
| TIAA Traditional Annuity - Benefit Responsive | Mutual Funds | — | — | $689K | 2.3% | |
| CREF Nuveen LfCycle lx 2030 R6 | Mutual Funds | — | — | $685K | 2.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $680K | 2.2% | |
| CREF Nuveen LfCycle lx 2055 R6 | Mutual Funds | — | — | $580K | 1.9% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $568K | 1.9% | |
| TIAA Traditional Annuity - Non Benefit Responsive | Mutual Funds | — | — | $563K | 1.9% | |
| CREF Nuveen LfCycle lx 2020 R6 | Mutual Funds | — | — | $535K | 1.8% | |
| CREF Nuveen LfCycle lx 2050 R6 | Mutual Funds | — | — | $531K | 1.7% | |
| TIAA Access Lifecycle 2040 Fund | Mutual Funds | — | — | $465K | 1.5% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $457K | 1.5% | |
| T. Rowe Price Value Fund I Class | Other securities | — | — | $429K | 1.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $397K | 1.3% | |
| CREF Core Bond Fund | Mutual Funds | — | — | $383K | 1.3% | |
| CREF Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $337K | 1.1% | |
| T. Rowe Price Growth Stock Fund I Class | Other securities | — | — | $298K | 1.0% | |
| CREF Nuveen LfCycle lx 2025 R6 | Mutual Funds | — | — | $272K | 0.9% | |
| Metropolitan West Total Return Bond Fund Plan Class | Other securities | — | — | $268K | 0.9% | |
| TIAA Access Lifecycle 2045 Fund | Mutual Funds | — | — | $252K | 0.8% | |
| TIAA Access International Equity Fund | Mutual Funds | — | — | $233K | 0.8% | |
| TIAA Access Lifecycle 2050 Fund | Mutual Funds | — | — | $187K | 0.6% | |
| TIAA Access Lifecycle 2035 Fund | Mutual Funds | — | — | $185K | 0.6% | |
| CREF Stock R4 Fund | Mutual Funds | — | — | $170K | 0.6% | |
| TIAA Access Mid-Cap Value Fund | Mutual Funds | — | — | $166K | 0.5% | |
| TIAA Access Large-Cap Value Fund | Mutual Funds | — | — | $165K | 0.5% | |
| CREF Money Market Fund | Mutual Funds | — | — | $149K | 0.5% | |
| TIAA Access Lifecycle 2030 Fund | Mutual Funds | — | — | $148K | 0.5% | |
| CREF Inflation-Linked Bond Fund | Mutual Funds | — | — | $147K | 0.5% | |
| CREF Nuveen LfCycle lx 2060 R6 | Mutual Funds | — | — | $133K | 0.4% | |
| TIAA Access Real Estate Securities Fund | Mutual Funds | — | — | $132K | 0.4% | |
| TIAA Stable Value | Stable Value | — | — | $124K | 0.4% | |
| TIAA Access Small-Cap Blend Index Fund | Common Collective Trusts | — | — | $121K | 0.4% | |
| Vanguard Value Index Admiral AO | Mutual Funds | — | — | $110K | 0.4% | |
| TIAA Access Small-Cap Equity Fund | Mutual Funds | — | — | $106K | 0.3% | |
| Vanguard Inflation Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $76K | 0.3% | |
| CREF Nuveen Core Impact Bond R6 | U.S. Treasuries | — | — | $55K | 0.2% | |
| Vanguard Growth Index Admiral AN | Mutual Funds | — | — | $45K | 0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $42K | 0.1% | |
| CREF Nuveen LfCycle lx 2065 R6 | Mutual Funds | — | — | $41K | 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 |
|---|---|---|---|---|---|
| TONNESON & COMPANY PC | 04-2943536 | — | AUDITOR | $16K | — |
