The TAFT School's EIN is 06-0646921.
Download the official 2024 Form 5500 (PDF) for The TAFT School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The TAFT 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 - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | WINDSOR, CT | INVESTMENT ADVISORY | $43K | — |
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.
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 |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | 04-2530412 | — | THIRD PARTY ADMIN | $12K | — |
