Rosemarie Simon signed The Hewitt School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Hewitt School's EIN is 13-1658789.
Download the official 2024 Form 5500 (PDF) for The Hewitt School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Hewitt 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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities CREF Stock R2 | Mutual Funds | — | — | $11.2M | 21.2% | |
| CREF Growth R2 | Mutual Funds | — | $16K | $8.4M | 16.0% | |
| INSURANCE COMPANY GENERAL CONTRACT, AT FAIR VALUE TIAA Traditional Annuity Account - Non Benefit | Mutual Funds | — | — | $6.7M | 12.7% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $6.2M | 11.8% | |
| CREF Equity Index R2 | Common Collective Trusts | — | $7K | $3.8M | 7.1% | |
| CREF Global Equities R2 | Mutual Funds | — | $9K | $3.2M | 6.1% | |
| INSURANCE COMPANY GENERAL CONTRACTS, AT CONTRACT VALUE * TIAA Traditional Annuity Account - Benefit Responsive | Mutual Funds | — | — | $2.8M | 5.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $1.8M | 3.5% | |
| Nuveen LfCycle Idx 2035 R6 | Common Collective Trusts | — | $61K | $1.6M | 3.1% | |
| CREF Core Bond R2 | Mutual Funds | — | $11K | $1.5M | 2.8% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | $3K | $1.5M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 2.5% | |
| Nuveen LfCycle Idx 2045 R6 | Common Collective Trusts | — | $37K | $1.2M | 2.2% | |
| Nuveen LfCycle Idx 2050 R6 | Common Collective Trusts | — | $34K | $1.1M | 2.0% | |
| CREF Money Market R2 | Mutual Funds | — | $36K | $1.1M | 2.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $930K | 1.8% | |
| Nuveen LfCycle Idx 2030 R6 | Common Collective Trusts | — | $37K | $884K | 1.7% | |
| CREF Social Choice R2 | Mutual Funds | — | $2K | $634K | 1.2% | |
| Nuveen LfCycle Idx 2025 R6 | Common Collective Trusts | — | $25K | $544K | 1.0% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | $6K | $543K | 1.0% | |
| TIAA Access Nuv LifeCycle 2050 T4 | Mutual Funds | — | $7K | $512K | 1.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $459K | 0.9% | |
| Nuveen LfCycle Idx 2055 R6 | Common Collective Trusts | — | $16K | $408K | 0.8% | |
| Nuveen LfCycle Idx 2040 R6 | Common Collective Trusts | — | $14K | $397K | 0.8% | |
| TIAA Access Nuv LifeCycle 2025 T4 | Mutual Funds | — | $6K | $331K | 0.6% | |
| TIAA Access Nuv LifeCycle 2060 T4 | Mutual Funds | — | $6K | $300K | 0.6% | |
| Nuveen LfCycle Idx 2060 R6 | Common Collective Trusts | — | $12K | $243K | 0.5% | |
| TIAA Access Nuv LifeCycle 2040 T4 | Mutual Funds | — | $3K | $230K | 0.4% | |
| TIAA Access Nuv LifeCycle 2045 T4 | Mutual Funds | — | $3K | $186K | 0.4% | |
| Nuveen LfCycle Idx 2020 R6 | Common Collective Trusts | — | $9K | $179K | 0.3% | |
| Vanguard Growth Index Adm 819 | Mutual Funds | — | — | $173K | 0.3% | |
| Vanguard Mid-Cap Value Idx Adm | Common Collective Trusts | — | $2K | $131K | 0.2% | |
| American Fd New Perspective R6 | Other securities | — | $2K | $128K | 0.2% | |
| TIAA Access Nuv LifeCycle 2030 T4 | Mutual Funds | — | $2K | $118K | 0.2% | |
| Dodge & Cox Stock Fund 431 | Mutual Funds | — | — | $111K | 0.2% | |
| Nuveen Small Cap Bld Idx R6 | Common Collective Trusts | — | $4K | $102K | 0.2% | |
| TIAA Access Nuv LifeCycle 2055 T4 | Mutual Funds | — | $1K | $96K | 0.2% | |
| T Rowe Price Mid Cap Growth 866 | Mutual Funds | — | — | $87K | 0.2% | |
| TIAA Access Nuv LifeCycle 2035 T4 | Mutual Funds | — | $1K | $81K | 0.2% | |
| Vanguard Small-Cap Val Idx Adm 941 | Common Collective Trusts | — | — | $80K | 0.2% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | $3K | $69K | 0.1% | |
| Loomis Sayles Core Plus Bd Y | Other securities | — | $6K | $69K | 0.1% | |
| Vanguard ExtendedMkt Idx Adm 469 | Common Collective Trusts | — | — | $68K | 0.1% | |
| American EuroPac Growth R6 | Other securities | — | $1K | $60K | 0.1% | |
| with maturities through 2029 | Other securities | — | — | $57K | 0.1% | |
| Nuveen Core Impact Bond R6 | U.S. Treasuries | — | $5K | $45K | <0.1% | |
| Nuveen LfCycle Idx 2015 R6 | Common Collective Trusts | — | $2K | $36K | <0.1% | |
| TIAA Access Nuv LifeCycle 2020 T4 596 | Mutual Funds | — | — | $34K | <0.1% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | $1K | $27K | <0.1% | |
| TIAA Access Nuv LifeCycle 2010 T4 485 | Mutual Funds | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
