Daniel Degnan signed The Winston Preparatory School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Winston Preparatory School's EIN is 13-3085860.
Download the official 2024 Form 5500 (PDF) for The Winston Preparatory School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Winston Preparatory 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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEDERSON LLP | 22-2978848 | — | AUDITOR | $15K | — |
| BAKER TILLY US, LLP | 46-2648231 | — | AUDITOR | $12K |
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.
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