Patrick Booth signed Suffield Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Suffield Academy's EIN is 06-0678539.
Download the official 2024 Form 5500 (PDF) for Suffield Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Suffield Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
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 | — | NEW YORK, NY | RECORDKEEPER | $36K | — |
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 Non-Benefit Responsive | Mutual Funds | — | — | $6.2M | 11.4% | |
| Variable annuity contracts * CREF Stock Account | Mutual Funds | — | — | $5.4M | 10.1% | |
| CREF Growth Account | Mutual Funds | — | — | $4.1M | 7.6% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $3.6M | 6.7% | |
| T. Rowe Price TRowe Price Retirement 2025 I | Mutual Funds | — | — | $3.5M | 6.6% | |
| T. Rowe Price TRowe Price Retirement 2035 I | Mutual Funds | — | — | $3.1M | 5.7% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $2.8M | 5.2% | |
| T. Rowe Price TRowe Price Retirement 2030 I | Mutual Funds | — | — | $1.9M | 3.5% | |
| CREF Global Equities Account | Mutual Funds | — | — | $1.6M | 3.0% | |
| T. Rowe Price TRowe Price Retirement 2045 I | Mutual Funds | — | — | $1.6M | 2.9% | |
| T. Rowe Price TRowe Price Retirement 2040 I | Mutual Funds | — | — | $1.5M | 2.8% | |
| T. Rowe Price TRowe Price Retirement 2055 I | Mutual Funds | — | — | $1.5M | 2.7% | |
| T. Rowe Price TRowe Price Retirement 2020 I | Mutual Funds | — | — | $1.4M | 2.6% | |
| T. Rowe Price TRowe Price Retirement 2050 I | Mutual Funds | — | — | $1.4M | 2.5% | |
| Allspring Core Bond R6 | Other securities | — | — | $1.3M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 2.4% | |
| TIAA-CREF Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | — | $1.2M | 2.2% | |
| JPMorgan Trust JPMorgan Equity Inc Fd Cla R6 | Common Stocks | — | — | $1.2M | 2.2% | |
| Victory Portfolios Victory Sycamore Estab Val R6 | Other securities | — | — | $936K | 1.7% | |
| CREF Bond Market Account | Mutual Funds | — | — | $935K | 1.7% | |
| TIAA-CREF Nuveen Small Cap Bld Idx R6 | Common Collective Trusts | — | — | $652K | 1.2% | |
| BlackRock Funds II BlackRock Infl Protected Bd K | Other securities | — | — | $604K | 1.1% | |
| AllianceBernstein Sm Cap Gr Z | Other securities | — | — | $590K | 1.1% | |
| CREF Social Choice Account | Mutual Funds | — | — | $589K | 1.1% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $551K | 1.0% | |
| Invesco Global R6 | Mutual Funds | — | — | $531K | 1.0% | |
| CREF Money Market Account | Mutual Funds | — | — | $527K | 1.0% | |
| Vanguard Emr Mkts Stk Idx Adm | Common Collective Trusts | — | — | $522K | 1.0% | |
| AllianceBernstein AB Large Cap Growth Fund Z | Other securities | — | — | $450K | 0.8% | |
| TIAA Traditional Annuity Account Benefit Responsive | Mutual Funds | — | — | $437K | 0.8% | |
| T. Rowe Price TRowe Price Retirement 2060 I | Mutual Funds | — | — | $421K | 0.8% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $410K | 0.8% | |
| Allspring Spec SmallCap Val R6 | Other securities | — | — | $298K | 0.6% | |
| T. Rowe Price TRowe Price Retirement 2010 I | Mutual Funds | — | — | $287K | 0.5% | |
| Parnassus Funds Parnassus Value Equity Instl | Other securities | — | — | $208K | 0.4% | |
| JPMorgan Trust JPMorgan Mid Cap Gro Fd Cl R6 | Other securities | — | — | $172K | 0.3% | |
| T. Rowe Price TRowe Price Retirement 2015 I | Mutual Funds | — | — | $161K | 0.3% | |
| various dates, secured by participant accounts | Other securities | — | — | $79K | 0.1% | |
| T. Rowe Price TRowe Price Retirement 2065 I | Mutual Funds | — | — | $44K | <0.1% | |
| TIAA-CREF Nuveen Money Market R6 | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
