Bruce OREM signed The Spence School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Spence School's EIN is 13-1635286.
Download the official 2024 Form 5500 (PDF) for The Spence School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Spence School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $40K | — |
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.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $4.2M | 3.1% |
