Brooklyn Heights Montessori School's EIN is 11-6044329.
Download the official 2024 Form 5500 (PDF) for Brooklyn Heights Montessori School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brooklyn Heights Montessori School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT LLC | 45-4168388 | — | NONE | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS * Nuveen LifeCycle Ix 2040 R6 | Mutual Funds | — | $53K | $1.5M | 18.1% | |
| Nuveen LifeCycle Ix 2035 R6 | Mutual Funds | — | $44K | $1.2M | 13.8% | |
| Nuveen LifeCycle Ix 2030 R6 | Mutual Funds | — | $47K | $1.1M | 13.4% | |
| Nuveen LifeCycle Ix 2020 R6 | Mutual Funds | — | $58K | $1.1M | 12.9% | |
| Nuveen LifeCycle Ix 2045 R6 | Mutual Funds | — | $35K | $1.1M | 12.8% | |
| Nuveen LifeCycle Ix 2025 R6 | Mutual Funds | — | $40K | $846K | 9.9% | |
| Nuveen LifeCycle Ix 2050 R6 | Mutual Funds | — | $17K | $540K | 6.3% | |
| Nuveen LifeCycle Ix 2055 R6 | Mutual Funds | — | $7K | $175K | 2.1% | |
| Vanguard 500 Idx Adm 113 | Common Collective Trusts | — | — | $61K | 0.7% | |
| Vanguard Growth Index Adm 267 | Mutual Funds | — | — | $56K | 0.7% | |
| Nuveen LifeCycle Ix 2060 R6 | Mutual Funds | — | $3K | $55K | 0.6% | |
| Nuveen LifeCycle Ix 2010 R6 | Mutual Funds | — | $3K | $54K | 0.6% | |
| Vanguard Small-Cap Idx Adm 451 | Common Collective Trusts | — | — | $52K | 0.6% | |
| Nuveen International Eq Idx R6 | Common Collective Trusts | — | $2K | $47K | 0.6% | |
| Nuveen LifeCycle Ix 2015 R6 | Mutual Funds | — | $1K | $25K | 0.3% | |
| Vanguard Value Index Adm 242 | Mutual Funds | — | — | $16K | 0.2% | |
| American Funds New World R6 198 | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Mid-Cap Idx Adm 43 | Common Collective Trusts | — | — | $14K | 0.2% | |
| Vanguard Real Estate Idx Adm 87 | Common Collective Trusts | — | — | $11K | 0.1% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | $1K | $10K | 0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $10K | 0.1% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | $8K | $8K | <0.1% | |
| JPMorgan Equity Inc Fd Cla R6 322 | Common Stocks | — | — | $8K | <0.1% | |
| American EuroPac Growth R6 136 | Other securities | — | — | $7K | <0.1% | |
| T. Rowe Price Dividend Grw I 68 | Other securities | — | — | $5K | <0.1% | |
| Vanguard Infl Protect Sec Adm 165 | Mutual Funds | — | — | $4K | <0.1% | |
| AB Large Cap Growth Fund Adv 20 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
