Linda Deasy signed INLY School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
INLY School's EIN is 04-2526455.
Download the official 2023 Form 5500 (PDF) for INLY School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)INLY School's plan includes ERISA 404(c) participant direction, 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 TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | FINANCIAL ADVISOR | $13K | — |
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 Growth R1 X7 Variable Annuity | Mutual Funds | — | — | $711K | 11.5% | |
| CREF Equity Index R1 X8 Variable Annuity | Common Collective Trusts | — | — | $519K | 8.4% | |
| American Fds 2040 Tar Ret R6 Ai Mutual Fund | Other securities | — | — | $493K | 7.9% | |
| TIAA Traditional Non Benefit Responsive NBR TIAA Traditional Annuity Contract | Mutual Funds | — | — | $411K | 6.6% | |
| American Fds 2025 Tar Ret R6 Af Mutual Fund | Other securities | — | — | $311K | 5.0% | |
| CREF Global Equities R1 X6 Variable Annuity | Mutual Funds | — | — | $309K | 5.0% | |
| CREF Stock R1 X2 Variable Annuity | Mutual Funds | — | — | $250K | 4.0% | |
| American Fds 2050 Tar Ret R6 Ak Mutual Fund | Other securities | — | — | $245K | 4.0% | |
| IShares S&P 500 Index Fund K Ax Mutual Fund | Common Collective Trusts | — | — | $224K | 3.6% | |
| American Fds 2035 Tar Ret R6 Ah Mutual Fund | Other securities | — | — | $153K | 2.5% | |
| American Fds 2045 Tar Ret R6 Aj Mutual Fund | Other securities | — | — | $153K | 2.5% | |
| American Fds 2055 Tar Ret R6 Al Mutual Fund | Other securities | — | — | $143K | 2.3% | |
| Carrillon Eagle Gr And Inc R‐6 Av Mutual Fund | Common Stocks | — | — | $139K | 2.2% | |
| Principal Mdcp S&P 400 Ix Inst Ap Mutual Fund | Other securities | — | — | $133K | 2.1% | |
| DFA Lrg Cap International Inst Ar Mutual Fund | Mutual Funds | — | — | $126K | 2.0% | |
| TIAA‐ CREF Sm‐Cap Bl Idx‐Inst Jr Mutual Fund | Common Collective Trusts | — | — | $122K | 2.0% | |
| DFA Real Estate Sec Port Inst An Mutual Fund | Mutual Funds | — | — | $119K | 1.9% | |
| JPMorgan Large Cap Growth R6 Ba Mutual Fund | Other securities | — | — | $119K | 1.9% | |
| American Fds 2060 Tar Ret R6 Am Mutual Fund | Other securities | — | — | $100K | 1.6% | |
| CREF Social Choice R1 X4 Variable Annuity | Mutual Funds | — | — | $92K | 1.5% | |
| Pimco Diversified Income Inst Aw Mutual Fund | Mutual Funds | — | — | $87K | 1.4% | |
| TIAA Traditional Benefit Responsive BR1 TIAA Traditional Annuity Contract | Mutual Funds | — | — | $70K | 1.1% | |
| CREF Money Market R1 X3 Variable Annuity | Mutual Funds | — | — | $51K | 0.8% | |
| TIAA Access Lg‐Cap Gr T4 8W Separate Account | Pooled Separate Accounts | — | — | $40K | 0.6% | |
| October 2028 ‐ | Other securities | — | — | $38K | 0.6% | |
| CREF Core Bond R1 X5 Variable Annuity | Mutual Funds | — | — | $32K | 0.5% | |
| American Fds 2020 Tar Ret R6 Ae Mutual Fund | Other securities | — | — | $31K | 0.5% | |
| TIAA Access Sm‐Cap Bl Idx T4 8Q Separate Account | Pooled Separate Accounts | — | — | $23K | 0.4% | |
| Baird Core Plus Bond Fund Inst At Mutual Fund | Other securities | — | — | $23K | 0.4% | |
| JPMorgan Emerging Mrkts Eq R6 Ay Mutual Fund | Other securities | — | — | $20K | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $18K | 0.3% | |
| TIAA Access Mid‐Cap Gr T4 8E Separate Account | Pooled Separate Accounts | — | — | $14K | 0.2% | |
| TIAA Access Lg‐Cap Val T4 8C Separate Account | Pooled Separate Accounts | — | — | $12K | 0.2% | |
| TIAA Access Lifecycle 2045 T4 91 Separate Account | Pooled Separate Accounts | — | — | $11K | 0.2% | |
| TIAA Access Social Ch Eq T4 8D Separate Account | Pooled Separate Accounts | — | — | $10K | 0.2% | |
| TIAA Access Mid‐Cap Val T4 8F Separate Account | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| TIAA Access Intl Equity T4 8A Separate Account | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| Pimco Intl Bd Usdolhed Inst As Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA Traditional Non Benefit Responsive NBR 2 TIAA Traditional Annuity Contract | Mutual Funds | — | — | $4K | <0.1% | |
| CREF Inflation‐Linked Bond R1 X9 Variable Annuity | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA Access Equity Index T4 8K Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| TIAA Access Real Est Secs T4 8S Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| TIAA Access Lifecycle 2040 T4 86 Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
