Gary MUI signed The Town School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Town School's EIN is 13-1393610.
Download the official 2023 Form 5500 (PDF) for The Town School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Town School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ, INC. | 22-2769024 | — | ADVISOR | $17K | — |
| PLANPILOT, LLC | 45-4168388 | — | CONSULTANT |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA | Mutual Funds | — | — | $6.7M | 12.9% | |
| TIAA-CREF | Mutual Funds | — | — | $6.5M | 12.5% | |
| TIAA-CREF | Mutual Funds | — | — | $3.3M | 6.3% | |
| TIAA-CREF | Mutual Funds | — | — | $3.2M | 6.2% | |
| Nuveen | Mutual Funds | — | — | $2.8M | 5.4% | |
| Nuveen | Mutual Funds | — | — | $2.6M | 5.0% | |
| Nuveen | Mutual Funds | — | — | $2.1M | 3.9% | |
| TIAA-CREF | Mutual Funds | — | — | $2.0M | 3.7% | |
| Nuveen | Mutual Funds | — | — | $1.9M | 3.6% | |
| Nuveen | Mutual Funds | — | — | $1.4M | 2.7% | |
| Schwab | Mutual Funds | — | — | $1.4M | 2.7% | |
| TIAA | Mutual Funds | — | — | $1.3M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 2.4% | |
| Nuveen | Mutual Funds | — | — | $1.3M | 2.4% | |
| Nuveen | Mutual Funds | — | — | $1.0M | 2.0% | |
| TIAA-CREF | Mutual Funds | — | — | $1.0M | 1.9% | |
| TIAA | Mutual Funds | — | — | $861K | 1.7% | |
| TIAA-CREF | Mutual Funds | — | — | $815K | 1.6% | |
| TIAA-CREF | Mutual Funds | — | — | $765K | 1.5% | |
| TIAA-CREF | Mutual Funds | — | — | $743K | 1.4% | |
| Nuveen | Mutual Funds | — | — | $638K | 1.2% | |
| TIAA-CREF | Mutual Funds | — | — | $575K | 1.1% | |
| T. Rowe Price | Other securities | — | — | $530K | 1.0% | |
| Nuveen | Mutual Funds | — | — | $526K | 1.0% | |
| TIAA-CREF | Mutual Funds | — | — | $509K | 1.0% | |
| TIAA-CREF | Mutual Funds | — | — | $435K | 0.8% | |
| Nuveen | Mutual Funds | — | — | $399K | 0.8% | |
| TIAA-CREF | Mutual Funds | — | — | $370K | 0.7% | |
| DFA Emerging | Mutual Funds | — | — | $369K | 0.7% | |
| Nuveen | Mutual Funds | — | — | $362K | 0.7% | |
| TIAA-CREF | Mutual Funds | — | — | $347K | 0.7% | |
| TIAA-CREF | Mutual Funds | — | — | $326K | 0.6% | |
| T. Rowe Price | Other securities | — | — | $294K | 0.6% | |
| Nuveen | Mutual Funds | — | — | $257K | 0.5% | |
| TIAA-CREF | Mutual Funds | — | — | $249K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $236K | 0.5% | |
| TIAA-CREF | Mutual Funds | — | — | $183K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $180K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $172K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $171K | 0.3% | |
| Nuveen | Mutual Funds | — | — | $138K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $130K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $126K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $115K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $100K | 0.2% | |
| Participant loans | Participant loans | — | — | $95K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $87K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $66K | 0.1% | |
| TIAA | Mutual Funds | — | — | $59K | 0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $55K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | TPA | $3K | — |
