David Mauger signed Connecticut Association of Independent Schools, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Connecticut Association of Independent Schools, Inc.'s EIN is 06-0848965.
Download the official 2024 Form 5500 (PDF) for Connecticut Association of Independent Schools, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connecticut Association of Independent Schools, Inc.'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 | 13-1624203 | NEW YORK, NY | INVESTMENT ADVISOR | $124K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | WINDSOR, CT | INVESTMENT ADVISOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| 13-3745616 |
| WHITE PLANS, NY |
| PLAN ADMINISTRATOR TPA |
| $56K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | MINNEAPOLIS, MN | ACCOUNTANT | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock R1 Total | Mutual Funds | — | — | $38.8M | 15.1% | |
| TIAA Traditional Non Benefit Responsive Total | Mutual Funds | — | — | $27.5M | 10.7% | |
| CREF Growth R1 Total | Mutual Funds | — | — | $19.4M | 7.6% | |
| CREF Equity Index R1 Total | Common Collective Trusts | — | — | $13.5M | 5.3% | |
| CREF Global Equities R1 Total | Mutual Funds | — | — | $11.9M | 4.6% | |
| Nuveen LfCycle Ix 2030 R6 Total | Mutual Funds | — | — | $8.4M | 3.3% | |
| Nuveen LfCycle Ix 2035 R6 Total | Mutual Funds | — | — | $8.4M | 3.3% | |
| TIAA Traditional Benefit Responsive Total | Mutual Funds | — | — | $7.1M | 2.8% | |
| Nuveen LfCycle Ix 2025 R6 Total | Mutual Funds | — | — | $6.0M | 2.4% | |
| TIAA Trust, N.A Vanguard 500 Idx Adm Total | Common Collective Trusts | — | — | $5.8M | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.2M | 2.0% | |
| CREF Stock R1 | Mutual Funds | — | — | $4.7M | 1.8% | |
| TIAA Traditional Non Benefit Responsive 2 Total | Mutual Funds | — | — | $4.6M | 1.8% | |
| Nuveen LfCycle Ix 2045 R6 Total | Mutual Funds | — | — | $4.6M | 1.8% | |
| Nuveen LfCycle Ix 2020 R6 Total | Mutual Funds | — | — | $4.3M | 1.7% | |
| CREF Money Market R1 Total | Mutual Funds | — | — | $4.2M | 1.6% | |
| TIAA Real Estate Total | Mutual Funds | — | — | $4.1M | 1.6% | |
| Nuveen LfCycle Ix 2050 R6 Total | Mutual Funds | — | — | $3.7M | 1.4% | |
| CREF Social Choice R1 Total | Mutual Funds | — | — | $3.7M | 1.4% | |
| CREF Core Bond R1 Total | Mutual Funds | — | — | $3.4M | 1.3% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $2.8M | 1.1% | |
| Nuveen LfCycle Ix 2055 R6 Total | Mutual Funds | — | — | $2.6M | 1.0% | |
| Nuveen LfCycle Ix 2030 R6 | Mutual Funds | — | — | $1.9M | 0.7% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.9M | 0.7% | |
| CREF Inflation-Linked Bond R1 Total | Mutual Funds | — | — | $1.8M | 0.7% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $1.7M | 0.7% | |
| CREF Stock R1 | Mutual Funds | — | — | $1.7M | 0.6% | |
| Nuveen LfCycle Ix 2025 R6 | Mutual Funds | — | — | $1.6M | 0.6% | |
| Nuveen LfCycle Ix 2015 R6 Total | Mutual Funds | — | — | $1.6M | 0.6% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.4M | 0.5% | |
| TIAA Trust, N.A Vanguard Ttl Intl Stk Idx Adm Total | Common Collective Trusts | — | — | $1.4M | 0.5% | |
| Nuveen LfCycle Ix 2010 R6 Total | Mutual Funds | — | — | $1.3M | 0.5% | |
| TIAA Trust, N.A Vanguard Extended Mkt Idx Adm Total | Common Collective Trusts | — | — | $1.3M | 0.5% | |
| Nuveen LfCycle Ix 2035 R6 | Mutual Funds | — | — | $1.2M | 0.5% | |
| TIAA Traditional Benefit Responsive 2 Total | Mutual Funds | — | — | $1.2M | 0.5% | |
| CREF Stock R1 | Mutual Funds | — | — | $1.2M | 0.4% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.1M | 0.4% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $1.1M | 0.4% | |
| Nuveen LfCycle Ix 2035 R6 | Mutual Funds | — | — | $1.1M | 0.4% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.0M | 0.4% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $912K | 0.4% | |
| Nuveen LfCycle Ix 2060 R6 Total | Mutual Funds | — | — | $908K | 0.4% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $902K | 0.4% | |
| TIAA Trust, N.A PIMCO RAE US Institutional Sh Total | Mutual Funds | — | — | $869K | 0.3% | |
| TIAA Trust, N.A American EuroPac Growth R6 Total | Mutual Funds | — | — | $843K | 0.3% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $826K | 0.3% | |
| CREF Stock R1 | Mutual Funds | — | — | $767K | 0.3% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $743K | 0.3% | |
| Nuveen Large Cap Resp Eq R6 Total | Mutual Funds | — | — | $685K | 0.3% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $680K | 0.3% |
