David Mauger signed Columbia Grammar and Preparatory School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Columbia Grammar and Preparatory School's EIN is 13-0590970.
Download the official 2024 Form 5500 (PDF) for Columbia Grammar and Preparatory School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Columbia Grammar and Preparatory School's plan includes 403(b) custodial accounts, a 403(b) annuity, ERISA 404(c) participant direction.
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 | RECORD KEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | RALEIGH, NC | ADVISOR | $54K | — |
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 R2 | Mutual Funds | — | — | $18.6M | 13.5% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $17.8M | 12.9% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $14.8M | 10.7% | |
| Traditional Annuity Accounts * TIAA Traditional Non-Benefit-Responsive, at fair value | Mutual Funds | — | — | $13.2M | 9.6% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $11.5M | 8.3% | |
| CREF Growth R2 | Mutual Funds | — | — | $9.0M | 6.6% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $8.7M | 6.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.5M | 5.4% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $7.4M | 5.3% | |
| TIAA Traditional Benefit-Responsive 2, at contract value | Mutual Funds | — | — | $6.1M | 4.4% | |
| Fully Benefit-Responsive Investment Contract, at Contract Value * TIAA Traditional Benefit-Responsive, at contract value | Mutual Funds | — | — | $4.9M | 3.5% | |
| TIAA Traditional Non-Benefit-Responsive 2, at fair value | Mutual Funds | — | — | $4.0M | 2.9% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $3.0M | 2.2% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $2.3M | 1.6% | |
| CREF Money Market R2 | Mutual Funds | — | — | $2.1M | 1.5% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $2.0M | 1.5% | |
| Variable Annuities * CREF Core Bond R2 | Mutual Funds | — | — | $1.7M | 1.3% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.3M | 0.9% | |
| Nuveen Money Market R6 | Mutual Funds | — | — | $837K | 0.6% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $482K | 0.3% | |
| CREF Stock R4 | Mutual Funds | — | — | $196K | 0.1% | |
| to 9.50%, maturity on various dates through 4/15/2031 | Bonds / Notes | — | — | $188K | 0.1% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $144K | 0.1% | |
| Dodge & Cox Dodge & Cox Income Fund - Cl X | Mutual Funds | — | — | $77K | <0.1% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $56K | <0.1% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $40K | <0.1% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $39K | <0.1% | |
| American Funds American EuroPac Growth R6 | Mutual Funds | — | — | $31K | <0.1% | |
| American Funds Amer Beacon Small Cap Value R6 | Mutual Funds | — | — | $25K | <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 |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | WHITE PLAINS, NY | TPA | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | NEW YORK, NY | AUDITOR | $42K | — |
