James Pannell signed The Bement School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Bement School's EIN is 04-2234135.
Download the official 2024 Form 5500 (PDF) for The Bement School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Bement 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 | NEW YORK, NY | INVESTMENT ADVISORY | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWELVE POINTS WEALTH MGMT | 46-5061538 | CONCORD, MA | SERVICE PROVIDER | $26K | — |
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