Benjamin Petty signed Citizen Schools, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citizen Schools, Inc.'s EIN is 04-3259160.
Download the official 2024 Form 5500 (PDF) for Citizen Schools, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citizen Schools, Inc.'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 | — | CUSTODIAN | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 Inst Life Mutual Fund | Mutual Funds | — | — | $733K | 12.3% | |
| CREF Equity Index R1 X8 Variable Annuity | Common Collective Trusts | — | — | $571K | 9.6% | |
| Nuveen Lifecycle Index 2055 Inst Life Mutual Fund | Mutual Funds | — | — | $534K | 9.0% | |
| CREF Money Market R1 X3 Variable Annuity | Mutual Funds | — | — | $441K | 7.4% | |
| CREF Growth R1 X7 Variable Annuity | Mutual Funds | — | — | $398K | 6.7% | |
| CREF Stock R1 X2 Variable Annuity | Mutual Funds | — | — | $329K | 5.5% | |
| Nuveen Lifecycle Index 2040 Inst Life Mutual Fund | Mutual Funds | — | — | $248K | 4.2% | |
| CREF Social Choice R1 X4 Variable Annuity | Mutual Funds | — | — | $217K | 3.6% | |
| Nuveen Lifecycle Index 2035 Inst Life Mutual Fund | Mutual Funds | — | — | $213K | 3.6% | |
| CREF Global Equities R1 X6 Variable Annuity | Mutual Funds | — | — | $186K | 3.1% | |
| TIAA Traditional Benefit Responsive Br1 TIAA Traditional Annuity Contract | Mutual Funds | — | — | $166K | 2.8% | |
| Nuveen Lifecycle Index 2030 Inst Life Mutual Fund | Mutual Funds | — | — | $117K | 2.0% | |
| TIAA Access Lifecycle 2050 T4 92 Separate Account | Pooled Separate Accounts | — | — | $89K | 1.5% | |
| TIAA Access Growth & Income T4 8B Separate Account | Pooled Separate Accounts | — | — | $89K | 1.5% | |
| TIAA Access Lg-Cap Val T4 8C Separate Account | Pooled Separate Accounts | — | — | $85K | 1.4% | |
| Nuveen Lifecycle Index 2060 Inst Life Mutual Fund | Mutual Funds | — | — | $81K | 1.4% | |
| Vanguard 500 Idx Adm Ak Mutual Fund | Common Collective Trusts | — | — | $68K | 1.1% | |
| CREF Bond Market R1 X5 Variable Annuity | Mutual Funds | — | — | $54K | 0.9% | |
| Vanguard Total International Stock Index Admiral AM Mutual Fund | Mutual Funds | — | — | $51K | 0.8% | |
| TIAA Access Lifecycle 2045 T4 91 Separate Account | Pooled Separate Accounts | — | — | $41K | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $39K | 0.7% | |
| TIAA Access Mid-Cap Val T4 8F Separate Account | Pooled Separate Accounts | — | — | $37K | 0.6% | |
| TIAA Access Mid-Cap Val T4 8F Separate Account | Pooled Separate Accounts | — | — | $33K | 0.6% | |
| Vanguard Extended Market Index Admiral AL Mutual Fund | Mutual Funds | — | — | $29K | 0.5% | |
| TIAA Stable Value SA TIAA Stable Value Annuity | Stable Value | — | — | $27K | 0.5% | |
| John Hancocok Disciplined Value Mid Cap R6 AQ Mutual Fund | Other securities | — | — | $26K | 0.4% | |
| TIAA Access Lg-Cap Gr T4 8W Separate Account | Pooled Separate Accounts | — | — | $23K | 0.4% | |
| TIAA Traditional Non Benefit Responsive Nbr TIAA Traditional Annuity Contract | Mutual Funds | — | — | $22K | 0.4% | |
| TIAA Access Intl Equity T4 8A Separate Account | Pooled Separate Accounts | — | — | $22K | 0.4% | |
| American Funds Europacific Growth R6 UJ Mutual Fund | Mutual Funds | — | — | $20K | 0.3% | |
| TIAA Access Mid-Cap Gr T4 8E Separate Account | Pooled Separate Accounts | — | — | $19K | 0.3% | |
| dates through February 2050 - | Other securities | — | — | $19K | 0.3% | |
| TIAA Access Core Bond T4 8T Separate Account | Pooled Separate Accounts | — | — | $18K | 0.3% | |
| TIAA Access Quant Sml Cp Eq T4 8G Separate Account | Pooled Separate Accounts | — | — | $16K | 0.3% | |
| TIAA Access Lifecycle 2040 T4 86 Separate Account | Pooled Separate Accounts | — | — | $14K | 0.2% | |
| American Funds New World R6 Av Mutual Fund | Mutual Funds | — | — | $13K | 0.2% | |
| TIAA Access Equity Index T4 8K Separate Account | Pooled Separate Accounts | — | — | $11K | 0.2% | |
| JPMorgan Large Cap Growth R6 Ap Mutual Fund | Other securities | — | — | $11K | 0.2% | |
| MFS Value Fund Class R6 Ao Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Deutsche Real Estate Sec R6 Au Mutual Fund | Other securities | — | — | $8K | 0.1% | |
| Delaware Small Cap Valie R6 AS Mutual Fund | Other securities | — | — | $7K | 0.1% | |
| TIAA Access Sm-Cap Bl Idx T4 8Q Separate Account | Pooled Separate Accounts | — | — | $7K | 0.1% | |
| TIAA Access Social Ch Eq T4 8D Separate Account | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| CREF Inflation-Linked Bond R1 X9 Variable Annuity | Mutual Funds | — | — | $5K | <0.1% | |
| Principal Small Cap Grwth I R6 At Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| TIAA Access Infl-Lnkd Bond T4 8U 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.
