ERIN Bernstein signed Hackley School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hackley School's EIN is 13-1740452.
Download the official 2024 Form 5500 (PDF) for Hackley School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hackley School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSUR & ANNUITY ASSOC | 13-1624203 | — | RECORDKEEPER | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | INVESTMENT ADVISOR | $22K | — |
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 | Mutual Funds | — | — | $17.7M | 16.2% | |
| TIAA Traditional (contract value) | Mutual Funds | — | — | $14.8M | 13.5% | |
| CREF Growth | Mutual Funds | — | — | $8.8M | 8.0% | |
| CREF Global Equities | Mutual Funds | — | — | $8.0M | 7.3% | |
| CREF Equity Index | Common Collective Trusts | — | — | $7.0M | 6.4% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $6.8M | 6.2% | |
| American Funds American Funds 2045 | Mutual Funds | — | — | $5.6M | 5.1% | |
| American Funds American Funds 2030 | Mutual Funds | — | — | $4.8M | 4.4% | |
| American Funds American Funds 2040 | Mutual Funds | — | — | $3.4M | 3.1% | |
| American Funds American Funds 2035 | Mutual Funds | — | — | $3.0M | 2.8% | |
| American Funds American Funds 2025 | Mutual Funds | — | — | $3.0M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.0M | 2.7% | |
| CREF Social Choice | Mutual Funds | — | — | $2.5M | 2.3% | |
| CREF Core Bond | Mutual Funds | — | — | $2.3M | 2.1% | |
| American Funds American Funds 2055 | Mutual Funds | — | — | $1.7M | 1.6% | |
| American Funds American Funds 2050 | Mutual Funds | — | — | $1.6M | 1.5% | |
| Vanguard Small-Cap Index | Mutual Funds | — | — | $1.5M | 1.4% | |
| American Funds American Funds 2010 48 American Funds American Funds 2015 | Mutual Funds | — | — | $1.5M | 1.3% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $1.4M | 1.3% | |
| Allspring Core Plus Bond | Other securities | — | — | $1.3M | 1.2% | |
| American Funds American Funds 2020 | Mutual Funds | — | — | $1.2M | 1.1% | |
| MFS International Growth CI | Mutual Funds | — | — | $1.1M | 1.0% | |
| Vanguard Mid-Cap Index | Mutual Funds | — | — | $1.1M | 1.0% | |
| CREF Money Market | Mutual Funds | — | — | $797K | 0.7% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $781K | 0.7% | |
| Victory Capital Victory Sycamore Established Value | Other securities | — | — | $624K | 0.6% | |
| TIAA Stable Value | Stable Value | — | — | $620K | 0.6% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $588K | 0.5% | |
| American Funds American Funds New World | Mutual Funds | — | — | $499K | 0.5% | |
| American Funds American Funds 2060 | Mutual Funds | — | — | $408K | 0.4% | |
| Vanguard Developed Markets Index Adm | Mutual Funds | — | — | $391K | 0.4% | |
| MFS Value Fund Class | Mutual Funds | — | — | $375K | 0.3% | |
| Parnassus Core Equity | Other securities | — | — | $365K | 0.3% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $224K | 0.2% | |
| T. Rowe Price T. Rowe Price International US Small Cap | Other securities | — | — | $194K | 0.2% |
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 |
|---|---|---|---|---|---|
| EISNER AMPER LLP | 87-1363769 | — | AUDITOR | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTE ROTH & ZABEL LLP | 13-2633996 | — | LEGAL COUNSEL | $19K | — |
