Alexander Brooks-BARR signed The Harvey School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Harvey School's EIN is 13-1740454.
Download the official 2024 Form 5500 (PDF) for The Harvey School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Harvey School's plan includes a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 R1 | Mutual Funds | — | — | $5.0M | 32.1% | |
| TIAA Traditional Nonbenefit Responsive | Mutual Funds | — | — | $3.3M | 21.2% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.8M | 11.6% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.7M | 10.9% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.2M | 7.6% | |
| CREF Money Market R1 | Mutual Funds | — | — | $1.1M | 6.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $668K | 4.3% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $465K | 3.0% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $234K | 1.5% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $137K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
