David Mauger signed The Wheeler School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Wheeler School's EIN is 05-0259101.
Download the official 2024 Form 5500 (PDF) for The Wheeler School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Wheeler School's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a 403(b) annuity, 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 | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH, NC | ADVISOR | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fixed annuity contracts * TIAA Traditional Annuity Account - NonFully Benefit-Responsive | Mutual Funds | — | — | $14.8M | 21.0% | |
| Variable annuity contracts * CREF Stock Account | Mutual Funds | — | — | $10.3M | 14.6% | |
| Vanguard Total International Stock Index Fund | Mutual Funds | — | — | $6.8M | 9.7% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $6.6M | 9.3% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $4.0M | 5.7% | |
| CREF Global Equities Account | Mutual Funds | — | — | $3.5M | 4.9% | |
| TIAA Traditional Annuity Account - Fully Benefit-Responsive | Mutual Funds | — | — | $3.3M | 4.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.7M | 3.8% | |
| CREF Growth Account | Mutual Funds | — | — | $2.4M | 3.3% | |
| CREF Social Choice Account | Mutual Funds | — | — | $1.7M | 2.5% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $1.6M | 2.3% | |
| CREF Money Market Account | Mutual Funds | — | — | $1.6M | 2.2% | |
| TIAA Access Nuveen International Equity Account | Mutual Funds | — | — | $1.2M | 1.6% | |
| CREF Bond Market Account | Mutual Funds | — | — | $1.1M | 1.5% | |
| TIAA Access Nuveen Large-Cap Value Account | Mutual Funds | — | — | $895K | 1.3% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $884K | 1.3% | |
| TIAA Access Nuveen Growth & Income Account | Mutual Funds | — | — | $807K | 1.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $776K | 1.1% | |
| TIAA Access Nuveen Mid-Cap Value Account | Mutual Funds | — | — | $696K | 1.0% | |
| TIAA Access Nuveen Small-Cap Equity Account | Mutual Funds | — | — | $604K | 0.9% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $549K | 0.8% | |
| TIAA Access Nuveen Real Estate Securities Account | Mutual Funds | — | — | $413K | 0.6% | |
| TIAA Access Nuveen Lifecycle 2040 Account | Mutual Funds | — | — | $366K | 0.5% | |
| TIAA Access Nuveen Lifecycle 2020 Account | Mutual Funds | — | — | $321K | 0.5% | |
| TIAA Access Nuveen Large-Cap Growth Account | Mutual Funds | — | — | $310K | 0.4% | |
| TIAA Access Nuveen Small-Cap Blend Index Account | Mutual Funds | — | — | $300K | 0.4% | |
| various dates, secured by participant account balances | Other securities | — | — | $275K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2025 Account | Mutual Funds | — | — | $238K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2030 Account | Mutual Funds | — | — | $217K | 0.3% | |
| TIAA Access Nuveen Social Choice Equity Account | Mutual Funds | — | — | $177K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2035 Account | Mutual Funds | — | — | $153K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Growth Account | Mutual Funds | — | — | $138K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2050 Account | Mutual Funds | — | — | $136K | 0.2% | |
| Nuveen Money Market Fund | Mutual Funds | — | — | $126K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2045 Account | Mutual Funds | — | — | $108K | 0.2% | |
| TIAA Access Nuveen Core Bond Account | Mutual Funds | — | — | $105K | 0.1% | |
| TIAA Access Nuveen Inflation-Linked Bond Account | Mutual Funds | — | — | $99K | 0.1% | |
| JPMorgan Large-Cap Growth Fund | Other securities | — | — | $52K | <0.1% | |
| MFS Mid-Cap Value Fund | Mutual Funds | — | — | $31K | <0.1% | |
| TIAA Access Nuveen Equity Index Account | Common Collective Trusts | — | — | $24K | <0.1% | |
| MFS Mid-Cap Growth Fund | Mutual Funds | — | — | $24K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2010 Account | Mutual Funds | — | — | $22K | <0.1% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $22K | <0.1% | |
| MassMutual Small-Cap Growth Equity Fund | Other securities | — | — | $16K | <0.1% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| TIAA Access Nuveen Lifecycle Retirement Income Account | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2015 Account | Mutual Funds | — | — | $2K | <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 |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | CHARLOTTE, NC | PLAN ADMINISTRATOR TPA | $26K | — |
