Terryann Waldron signed The New School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The New School's EIN is 13-3297197.
Download the official 2024 Form 5500 (PDF) for The New School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The New School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, 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 | $379K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT MANAGEMENT | $175K | — |
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 R2 | Mutual Funds | — | — | $91.4M | 13.7% | |
| Fixed-Rate Annuities * TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $61.1M | 9.1% | |
| CREF Growth R2 | Mutual Funds | — | — | $36.8M | 5.5% | |
| Vanguard Inst Idx Adm | Common Collective Trusts | — | — | $30.9M | 4.6% | |
| Nuveen Lifecycle 2035 R6 | Mutual Funds | — | — | $29.2M | 4.4% | |
| Nuveen Lifecycle 2040 R6 | Mutual Funds | — | — | $28.2M | 4.2% | |
| Fully Benefit-Responsive Investment Contracts * TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $27.4M | 4.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $23.3M | 3.5% | |
| Nuveen Lifecycle 2030 R6 | Mutual Funds | — | — | $21.7M | 3.2% | |
| Nuveen Lifecycle 2045 R6 | Mutual Funds | — | — | $21.5M | 3.2% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $20.2M | 3.0% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $18.5M | 2.8% | |
| CREF Stock R4 | Mutual Funds | — | — | $18.5M | 2.8% | |
| Vanguard FTSE World Idx Inst | Common Collective Trusts | — | — | $15.4M | 2.3% | |
| Nuveen Lifecycle 2050 R6 | Mutual Funds | — | — | $15.2M | 2.3% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $15.0M | 2.2% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $14.8M | 2.2% | |
| JPMorgan Equity Inc Fd Cla R6 | Common Stocks | — | — | $14.4M | 2.1% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $14.3M | 2.1% | |
| Nuveen Lifecycle 2025 R6 | Mutual Funds | — | — | $13.7M | 2.0% | |
| CREF Money Market R2 | Mutual Funds | — | — | $13.2M | 2.0% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $12.8M | 1.9% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $11.3M | 1.7% | |
| Nuveen Small Index R6 ** 197 American Funds American EuroPac Growth R6 | Mutual Funds | — | — | $10.4M | 1.5% | |
| TIAA Traditional Non-Benefit Responsive 2 | Mutual Funds | — | — | $10.2M | 1.5% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $8.9M | 1.3% | |
| Nuveen Lifecycle 2020 R6 | Mutual Funds | — | — | $8.3M | 1.2% | |
| Nuveen Lifecycle 2055 R6 | Mutual Funds | — | — | $7.9M | 1.2% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $6.4M | 1.0% | |
| Neuberger Berman Neuberger Real Estate R6 | Other securities | — | — | $5.3M | 0.8% | |
| CREF Growth R4 | Mutual Funds | — | — | $5.3M | 0.8% | |
| Vanguard Ttl BD Mkt Adm | Mutual Funds | — | — | $5.1M | 0.8% | |
| Nuveen Lifecycle 2015 R6 | Mutual Funds | — | — | $4.8M | 0.7% | |
| TIAA Stable Fund | Mutual Funds | — | — | $4.2M | 0.6% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $3.9M | 0.6% | |
| Nuveen Lifecycle 2010 R6 | Mutual Funds | — | — | $3.5M | 0.5% | |
| CREF Inflation-Linked Bond R4 | Mutual Funds | — | — | $3.5M | 0.5% | |
| TIAA and CREF TIAA CREF Self Directed Acct | Self-Directed Brokerage | — | — | $3.0M | 0.4% | |
| New York Life Investment MainStay High Yield Corp Bd R6 | Common Stocks | — | — | $2.8M | 0.4% | |
| CREF Core Bond R4 | Mutual Funds | — | — | $2.4M | 0.4% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $2.0M | 0.3% | |
| Nuveen Lifecycle 2060 R6 | Mutual Funds | — | — | $1.4M | 0.2% | |
| Nuveen Lifecycle Ret Inc R6 | Mutual Funds | — | — | $188K | <0.1% | |
| Nuveen Lifecycle 2065 R6 | Mutual Funds | — | — | $155K | <0.1% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $39K | <0.1% | |
| Nuveen Lifecycle 2030 R6 | Mutual Funds | — | — | $14K | <0.1% |
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 |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | AUDITOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VSEEN/VILLAGE PRINT & MEDIA | 13-2917751 | — | NONE | $14K | — |
