Robert Brody signed North Shore Hebrew Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Shore Hebrew Academy's EIN is 11-2200920.
Download the official 2024 Form 5500 (PDF) for North Shore Hebrew Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Shore Hebrew Academy's plan includes 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 |
|---|---|---|---|---|---|
| TEACHERS INSUR & ANNU ASSOC OF AMER | 13-1624203 | — | — | $17K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | — | $13K | — |
| CONCIERGE RETIREMENT SERVICES, INC. | 13-2945975 | — | — | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock R1 | Mutual Funds | — | — | $7.1M | 20.8% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $5.0M | 14.6% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $4.7M | 13.7% | |
| CREF Growth R1 | Mutual Funds | — | — | $3.3M | 9.6% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.7M | 4.8% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.5M | 4.3% | |
| Vanguard Target Ret 2030 Inv | Mutual Funds | — | — | $1.4M | 4.0% | |
| Vanguard Target Ret 2035 Inv | Mutual Funds | — | — | $1.3M | 3.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 3.2% | |
| Vanguard Target Ret 2020 Inv | Mutual Funds | — | — | $1.1M | 3.1% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $573K | 1.7% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $548K | 1.6% | |
| CREF Money Market R1 | Mutual Funds | — | — | $482K | 1.4% | |
| Vanguard Target Ret 2025 Inv | Mutual Funds | — | — | $443K | 1.3% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $434K | 1.3% | |
| Vanguard Target Ret 2050 Inv | Mutual Funds | — | — | $410K | 1.2% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $400K | 1.2% | |
| Vanguard Target Ret 2040 Inv | Mutual Funds | — | — | $344K | 1.0% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $335K | 1.0% | |
| Vanguard Target Retire Income | Mutual Funds | — | — | $288K | 0.8% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $287K | 0.8% | |
| Vanguard Target Ret 2045 Inv | Mutual Funds | — | — | $261K | 0.8% | |
| Vanguard LifeStrategy Grw Inv | Mutual Funds | — | — | $254K | 0.7% | |
| Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $168K | 0.5% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $164K | 0.5% | |
| Vanguard Target Ret 2055 Inv | Mutual Funds | — | — | $81K | 0.2% | |
| Vanguard Target Ret 2060 Inv | Mutual Funds | — | — | $80K | 0.2% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $70K | 0.2% | |
| Nuveen Large Cap Growth Index R6 | Mutual Funds | — | — | $69K | 0.2% | |
| Vanguard Small-Cap Val Idx Adm | Common Collective Trusts | — | — | $67K | 0.2% | |
| Nuveen Emerging Markets Equity Index R6 | Common Collective Trusts | — | — | $65K | 0.2% | |
| Nuveen Large Cap Value Index R6 | Mutual Funds | — | — | $60K | 0.2% | |
| Notes receivable from participants | Other securities | — | $0 | $49K | 0.1% | |
| Vanguard Intr-Trm Invt Gd Adm | Mutual Funds | — | — | $43K | 0.1% | |
| Vanguard LifeStrat Mod Grw Inv | Mutual Funds | — | — | $36K | 0.1% | |
| Vanguard Mid-Cap Grw Idx Adm | Common Collective Trusts | — | — | $36K | 0.1% | |
| DFA Real Estate Sec Port Inst | Mutual Funds | — | — | $30K | <0.1% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $21K | <0.1% | |
| Vanguard Mid-Cap Value Idx Adm | Common Collective Trusts | — | — | $19K | <0.1% | |
| Vanguard High-Yield Corp Adm | Mutual Funds | — | — | $19K | <0.1% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $18K | <0.1% | |
| Vanguard Short-Trm Invt Gd Adm | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard Small-Cap Grw Idx Adm | Common Collective Trusts | — | — | $15K | <0.1% | |
| Aberdeen International Sm Cp Inst | Other securities | — | — | $11K | <0.1% | |
| PIMCO Income Fd Institutional | Mutual Funds | — | — | $9K | <0.1% | |
| DFA Global Equity I | Mutual Funds | — | — | $8K | <0.1% | |
| PIMCO Globl Bond Opp Fund Inst | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
