Pauline W. Berol signed The Stony Brook School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Stony Brook School's EIN is 11-6112414.
Download the official 2024 Form 5500 (PDF) for The Stony Brook School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Stony Brook School's plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | ADVISOR | $42K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $4.5M | 17.4% | |
| CREF Stock R1 3,403.24 units | Mutual Funds | — | $3K | $3.0M | 11.7% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $2.5M | 9.6% | |
| State Street State Street Equity 500 Indx K 5,161.18 shares | Other securities | — | $5K | $2.3M | 8.7% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $1.7M | 6.7% | |
| CREF Global Equities R1 4,623.27 units | Mutual Funds | — | $5K | $1.6M | 6.1% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | Mutual Funds | — | $3K | $1.3M | 5.2% | |
| State Street State Street Cap Eq ExUS Idx K 10,277.71 shares | Common Collective Trusts | — | $10K | $1.1M | 4.0% | |
| CREF Equity Index R1 1,600.04 units | Common Collective Trusts | — | $2K | $807K | 3.1% | |
| TIAA Access Nuv LifCyc 2030 T4 8,554.47 units | Mutual Funds | — | $9K | $538K | 2.1% | |
| TIAA Access Nuv LifCyc 2035 T4 7,110.19 units | Mutual Funds | — | $7K | $479K | 1.8% | |
| TIAA Access Nuv LifCyc 2050 T4 6,205.70 units | Mutual Funds | — | $6K | $459K | 1.8% | |
| TIAA Access Nuv Lrg Cap Val T4 5,608.66 units | Mutual Funds | — | $6K | $420K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $382K | 1.5% | |
| TIAA Access Nuv Intl Equity T4 10,067.06 units | Mutual Funds | — | $10K | $375K | 1.4% | |
| CREF Money Market R1 12,250.04 units | Mutual Funds | — | $12K | $357K | 1.4% | |
| CREF Core Bond R1 2,620.26 units | Mutual Funds | — | $3K | $344K | 1.3% | |
| CREF Social Choice R1 944.90 units | Mutual Funds | — | — | $340K | 1.3% | |
| State Street State Street Sm Md Cp Eq Idx K 955.96 shares | Common Collective Trusts | — | — | $289K | 1.1% | |
| TIAA Access Nuv Mid Cap Val T4 3,729.46 units | Mutual Funds | — | $4K | $277K | 1.1% | |
| Columbia Dividend Income Inst3 7,958.74 shares | Other securities | — | $8K | $268K | 1.0% | |
| TIAA Access Nuv LifCyc 2025 T4 4,390.27 units | Mutual Funds | — | $4K | $263K | 1.0% | |
| CREF Inflation-Linked Bond R1 3,010.64 units | Mutual Funds | — | $3K | $249K | 1.0% | |
| TIAA Access Nuv LifCyc 2045 T4 3,177.52 units | Mutual Funds | — | $3K | $234K | 0.9% | |
| TIAA Access Nuv LifCyc 2040 T4 2,965.84 units | Mutual Funds | — | $3K | $216K | 0.8% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 2,443.01 units | Mutual Funds | — | $2K | $194K | 0.7% | |
| TIAA Access Nuv RlEstSecSel T4 3,188.23 units | Mutual Funds | — | $3K | $163K | 0.6% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 1,613.24 units | Mutual Funds | — | $2K | $144K | 0.6% | |
| State Street State Street Aggrgte Bnd Idx K 1,694.66 shares | Common Collective Trusts | — | $2K | $144K | 0.6% | |
| TIAA Access Nuv LifCyc 2055 T4 1,733.69 units | Mutual Funds | — | $2K | $129K | 0.5% | |
| TIAA Stable Value | Stable Value | — | — | $126K | 0.5% | |
| TIAA Access Nuv Lrg Cap Gr T4 593.48 units | Mutual Funds | — | — | $106K | 0.4% | |
| TIAA Access Nuv Core Equity T4 683.11 units | Mutual Funds | — | — | $100K | 0.4% | |
| College Retirement Equities Fund variable annuities iShares Developd Real Est Ix K | Other securities | — | — | $98K | 0.4% | |
| Black Rock iShares Developed RealEstate 12,435.23 shares | Other securities | — | $12K | $98K | 0.4% | |
| TIAA Access Nuv Equity Idx T4 719.35 units | Common Collective Trusts | — | — | $88K | 0.3% | |
| Schwab Treas Infl Prot Sec Index 8,091.00 shares | Mutual Funds | — | $8K | $81K | 0.3% | |
| TIAA Access Nuv LifCyc 2020 T4 1,153.71 units | Mutual Funds | — | $1K | $66K | 0.3% | |
| TIAA Access Nuv LgCp Res Eq T4 485.03 units | Mutual Funds | — | — | $54K | 0.2% | |
| TIAA Access Nuv Mid Cap Grw T4 444.34 units | Mutual Funds | — | — | $38K | 0.1% | |
| American Century American Century Ultra Fund R6 316.38 shares | Other securities | — | — | $32K | 0.1% | |
| TIAA Access Nuv LifCyc 2060 T4 321.57 units | Mutual Funds | — | — | $17K | <0.1% | |
| PIMCO RAE US Small Instl Class 1,454.97 shares | Mutual Funds | — | $1K | $17K | <0.1% | |
| Notes receivable from participants * Participant loans Interest at 4.25%-9.50% | Bonds / Notes | — | — | $14K | <0.1% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $14K | <0.1% | |
| Janus Henderson Overseas N 297.75 shares | Mutual Funds | — | — | $13K | <0.1% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $12K | <0.1% | |
| Lord Abbett Lord Abbett Total Return R6 914.34 shares | Mutual Funds | — | — | $8K | <0.1% | |
| Alliance Bernstein Alliance Bernstein Small-Cap Gr Z 73.0400 shares | Other securities | — | — | $5K | <0.1% | |
| College Retirement Equities Fund variable annuities AllianceBernstein Sm Cap Gr Z | Other securities | — | — | $5K | <0.1% |
