Bianca Roberson signed Saint ANNS School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint ANNS School's EIN is 11-2606681.
Download the official 2024 Form 5500 (PDF) for Saint ANNS School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saint ANNS School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | — | RECORDKEEPER | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS T. Rowe Price Large-Cap Gr I | Other securities | — | $143K | $11.7M | 12.2% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | $20K | $9.8M | 10.1% | |
| T. Rowe Price Large-Cap Val I | Other securities | — | $310K | $7.2M | 7.4% | |
| INSURANCE COMPANY GENERAL CONTRACT, AT FAIR VALUE * TIAA Traditional Annuity - Nonbenefit Responsive | Mutual Funds | — | — | $6.6M | 6.8% | |
| T. Rowe Price Dividend Grw I | Other securities | — | $79K | $6.1M | 6.3% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | $130K | $5.6M | 5.8% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | $110K | $4.2M | 4.3% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | $84K | $4.2M | 4.3% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | $151K | $4.0M | 4.1% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | $11K | $3.5M | 3.6% | |
| Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | $150K | $3.3M | 3.4% | |
| American EuroPac Growth R6 | Other securities | — | $50K | $2.7M | 2.8% | |
| DFA US SmallCap Portfolio Inst | Mutual Funds | — | $54K | $2.6M | 2.7% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | $85K | $2.0M | 2.1% | |
| SELF-DIRECTED ACCOUNTS * TIAA-CREF Self Directed Accounts | Self-Directed Brokerage | — | $2.0M | $2.0M | 2.1% | |
| DFA Emerging Mark CorEqPort I | Mutual Funds | — | $79K | $1.8M | 1.9% | |
| Nuveen Money Market R6 | Mutual Funds | — | $1.8M | $1.8M | 1.8% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | $56K | $1.7M | 1.7% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | $76K | $1.4M | 1.5% | |
| BlackRock High Yield Class K | Other securities | — | $194K | $1.4M | 1.4% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | $127K | $1.2M | 1.2% | |
| Vanguard Real Estate Idx Adm | Common Collective Trusts | — | $9K | $1.1M | 1.2% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | $41K | $1.1M | 1.1% | |
| Nuveen Core Impact Bond R6 | U.S. Treasuries | — | $117K | $1.0M | 1.1% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | $17K | $935K | 1.0% | |
| PIMCO Total Return Instl | Mutual Funds | — | $106K | $895K | 0.9% | |
| PIMCO Real Return Inst Class | Mutual Funds | — | $55K | $545K | 0.6% | |
| Vanguard Ttl Intl Bnd Idx Adm | Common Collective Trusts | — | $21K | $416K | 0.4% | |
| PIMCO Low Duration Instl | Mutual Funds | — | $36K | $330K | 0.3% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | $6K | $314K | 0.3% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | $19K | $64K | <0.1% | |
| Vanguard Target Retire Income | Mutual Funds | — | $3K | $34K | <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 |
|---|---|---|---|---|---|
| O'CONNOR DAVIES, LLP | 27-1728945 | — | AUDITOR | $27K | — |
