The Gordon School's EIN is 05-0258876.
Download the official 2024 Form 5500 (PDF) for The Gordon School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Gordon School's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACK POINT WEALTH MGMT - J HARRIS | 87-3671331 | — | ADVISOR | $17K | — |
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 International Equity Index R6 " | Common Collective Trusts | — | — | $2.5M | 10.8% | |
| JPMorgan US Research Enhanced Equity R6 " | Other securities | — | — | $2.1M | 9.0% | |
| TIAA Traditional Non Benefit Responsive Account Insurance contract | Mutual Funds | — | — | $1.8M | 7.9% | |
| Nuveen Small Cap blend Index R6 " | Mutual Funds | — | — | $1.6M | 6.8% | |
| CREF Stock R1 Variable annuity contract | Mutual Funds | — | — | $1.5M | 6.5% | |
| TIAA Traditional Benefit Responsive 2 " | Mutual Funds | — | — | $1.4M | 6.0% | |
| DFA US Large Cap Value Inst " | Mutual Funds | — | — | $1.1M | 4.7% | |
| DFA US Core Equity 2 Inst " | Mutual Funds | — | — | $1.0M | 4.4% | |
| T. Rowe Price Growth Stock I " | Other securities | — | — | $916K | 4.0% | |
| CREF Growth R1 " | Mutual Funds | — | — | $789K | 3.5% | |
| CREF Global Equities R1 " | Mutual Funds | — | — | $746K | 3.3% | |
| CREF Equity Index R1 " | Common Collective Trusts | — | — | $622K | 2.7% | |
| American Funds Inflation Linked Bond R6 " | Mutual Funds | — | — | $534K | 2.3% | |
| Nuveen Real Estate Securities Select R6 " | Mutual Funds | — | — | $489K | 2.1% | |
| American Funds Bond Fund of America R6 " | Mutual Funds | — | — | $405K | 1.8% | |
| DFA Emerging Market Core Equity Portfolio I " | Mutual Funds | — | — | $384K | 1.7% | |
| DoubleLine Total Return Bond I " | Other securities | — | — | $348K | 1.5% | |
| Nuveen Managed Asset Allocation R6 " | Mutual Funds | — | — | $331K | 1.5% | |
| Calvert Equity Portfolio I " | Other securities | — | — | $308K | 1.3% | |
| TIAA Traditional Non Benefit Responsive Account 2 " | Mutual Funds | — | — | $303K | 1.3% | |
| American Funds EuroPacific Growth R6 " | Mutual Funds | — | — | $299K | 1.3% | |
| CREF Money Market R1 " | Mutual Funds | — | — | $291K | 1.3% | |
| CREF Core Bond R1 " | Mutual Funds | — | — | $286K | 1.3% | |
| BlackRock Global Allocation Inst " | Other securities | — | — | $260K | 1.1% | |
| DFA US Small Cap Value I " | Mutual Funds | — | — | $252K | 1.1% | |
| PIMCO Income Fund Institutional " | Mutual Funds | — | — | $228K | 1.0% | |
| DFA International Core Equity Inst " | Mutual Funds | — | — | $223K | 1.0% | |
| CREF Social Choice R1 " | Mutual Funds | — | — | $220K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREFF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $204K | 0.9% | |
| Principal Real Estate Securities Inst " | Other securities | — | — | $192K | 0.8% | |
| TIAA Traditional Benefit Responsive Insurance contract | Mutual Funds | — | — | $143K | 0.6% | |
| Victory Sycamore Established Value I " | Other securities | — | — | $137K | 0.6% | |
| Vanguard Mid-Cap Index Adm " | Mutual Funds | — | — | $136K | 0.6% | |
| TIAA Access Nuv LifeCycle 2030 T4 " | Mutual Funds | — | — | $134K | 0.6% | |
| Nuveen Money Market R6 " | Mutual Funds | — | — | $108K | 0.5% | |
| Lord Abbett Short Duration Income A " | Mutual Funds | — | — | $101K | 0.4% | |
| BNY Mellon Natural Resources I " | Other securities | — | — | $71K | 0.3% | |
| Nuveen High Yield R6 Mutual fund | Mutual Funds | — | — | $66K | 0.3% | |
| TIAA Access Nuv LifeCycle 2020 T4 " | Mutual Funds | — | — | $64K | 0.3% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $58K | 0.3% | |
| TIAA Access Nuv Large Cap Growth T4 " | Mutual Funds | — | — | $56K | 0.2% | |
| TIAA Access Nuv Core Plus Bond T4 " ** 667 * TIAA Access Nuv International Equity T4 " | Mutual Funds | — | — | $46K | 0.2% | |
| Credit Suisse Commodity Return Strategy A " | Other securities | — | — | $38K | 0.2% | |
| Templeton Global Bond Class A " | Mutual Funds | — | — | $37K | 0.2% | |
| TIAA Access Nuv Large Cap Value T4 " | Mutual Funds | — | — | $26K | 0.1% | |
| CREF Inflation-Linked Bond R1 " | Mutual Funds | — | — | $23K | 0.1% | |
| Vanguard Real Estate Index Adm " | Mutual Funds | — | — | $22K | <0.1% | |
| TIAA Access Nuv Mid Cap Value T4 " | Mutual Funds | — | — | $17K | <0.1% | |
| TIAA Access Nuv Real Estate Securities Select T4 " | Mutual Funds | — | — | $17K | <0.1% | |
| PIMCO GNMA & Government Securities A " | Agency / Mortgage-Backed | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2675571 |
| — |
| ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTING | $9K | — |
