Andrew Schneider signed The Masters School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Masters School's EIN is 13-1740472.
Download the official 2024 Form 5500 (PDF) for The Masters School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Masters School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Non-Benefit-Responsive | Other securities | — | — | $8.3M | 13.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $7.7M | 12.2% | |
| TIAA-CREF College Retirement Equities Fund (CREF) CREF Stock R1 | Mutual Funds | — | — | $5.5M | 8.7% | |
| ( a ) ( b ) ( c ) ( d ) ( e ) * TIAA-CREF Insurance Company General Contract Traditional Benefit-Responsive | Mutual Funds | — | — | $4.3M | 6.9% | |
| CREF Growth R1 | Mutual Funds | — | — | $3.8M | 6.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $3.4M | 5.4% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $2.9M | 4.6% | |
| Nuveen LiCycle Ix 2030 R6 | Mutual Funds | — | — | $2.6M | 4.2% | |
| VANGUARD 500 Idx Adm | Common Collective Trusts | — | — | $2.5M | 4.0% | |
| Nuveen LiCycle Ix 2025 R6 | Mutual Funds | — | — | $2.3M | 3.7% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $2.3M | 3.7% | |
| Nuveen LiCycle Ix 2045 R6 | Mutual Funds | — | — | $2.1M | 3.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.8M | 2.9% | |
| Nuveen LiCycle Ix 2040 R6 | Mutual Funds | — | — | $1.7M | 2.8% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $1.2M | 2.0% | |
| Nuveen LiCycle Ix 2050 R6 | Mutual Funds | — | — | $1.2M | 1.9% | |
| Nuveen LiCycle Ix 2035 R6 | Mutual Funds | — | — | $1.2M | 1.8% | |
| Vanguard Total Wld Stk Idx Adm | Common Collective Trusts | — | — | $1.0M | 1.6% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $903K | 1.4% | |
| Vanguard Treasury MoneyMkt Inv | Mutual Funds | — | — | $792K | 1.3% | |
| TIAA Access Lg-Cap Val T3 | Mutual Funds | — | — | $772K | 1.2% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $758K | 1.2% | |
| Vanguard Devlopd Mkts Idx Adm | Common Collective Trusts | — | — | $748K | 1.2% | |
| Nuveen LiCycle Ix 2055 R6 | Mutual Funds | — | — | $685K | 1.1% | |
| TIAA Access Intl Equity T3 | Mutual Funds | — | — | $637K | 1.0% | |
| TIAA Access Lifecycle 2045 T3 | Mutual Funds | — | — | $634K | 1.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $632K | 1.0% | |
| TIAA Access Lifecycle 2050 T3 | Mutual Funds | — | — | $625K | 1.0% | |
| TIAA Access Lifecycle 2035 T3 | Mutual Funds | — | — | $584K | 0.9% | |
| TIAA Access Lifecycle 2040 T3 | Mutual Funds | — | — | $581K | 0.9% | |
| Vanguard Intr-Trm Invt Gd Adm | Mutual Funds | — | — | $541K | 0.9% | |
| CREF Money Market R1 | Mutual Funds | — | — | $498K | 0.8% | |
| TIAA Access Lifecycle 2025 T3 | Mutual Funds | — | — | $487K | 0.8% | |
| Vanguard US Growth Adm | Mutual Funds | — | — | $479K | 0.8% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $462K | 0.7% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $453K | 0.7% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $421K | 0.7% | |
| Nuveen LiCycle Ix 2060 R6 | Mutual Funds | — | — | $399K | 0.6% | |
| Vanguard Emr Mkts Stk Idx Adm | Common Collective Trusts | — | — | $397K | 0.6% | |
| Nuveen Equity Index R6 | Common Collective Trusts | — | — | $385K | 0.6% | |
| CALVERT US Large-Cap Core Responsive Index | Mutual Funds | — | — | $355K | 0.6% | |
| Nuveen LiCycle Ix 2020 R6 | Mutual Funds | — | — | $348K | 0.5% | |
| Vanguard Small-Cap Val Idx Adm | Common Collective Trusts | — | — | $342K | 0.5% | |
| TIAA Access Mid-Cap Val T3 | Mutual Funds | — | — | $333K | 0.5% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $321K | 0.5% | |
| TIAA Access Lifecycle 2030 T3 | Mutual Funds | — | — | $302K | 0.5% | |
| Vanguard Mid-Cap Grw Idx Adm | Common Collective Trusts | — | — | $298K | 0.5% | |
| TIAA Access Social Ch Eq T3 | Mutual Funds | — | — | $290K | 0.5% | |
| AMERICAN CENT American Century Ultra Fund R6 | Other securities | — | — | $274K | 0.4% | |
| TIAA Access Quant Sml Cp Eq T3 | Mutual Funds | — | — | $252K | 0.4% |
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 |
|---|---|---|---|---|---|
| CBIZ, INC. | 22-2769024 | — | ACCOUNTING | $22K | — |
