Bill KUHN signed Birch Wathen Lenox School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Birch Wathen Lenox School's EIN is 13-3603578.
Download the official 2024 Form 5500 (PDF) for Birch Wathen Lenox School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Birch Wathen Lenox School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA), 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 | 13-1624203 | — | RECORDKEEPER | $241 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | ADVISOR | $18K | — |
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF | Mutual Funds | — | $0 | $9.0M | 23.7% | |
| TIAA-CREF | Mutual Funds | — | $0 | $8.8M | 23.1% | |
| TIAA-CREF | Mutual Funds | — | $0 | $3.6M | 9.6% | |
| TIAA-CREF | Mutual Funds | — | $0 | $3.1M | 8.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $0 | $1.6M | 4.2% | |
| TIAA-CREF | Mutual Funds | — | $0 | $1.3M | 3.5% | |
| TIAA-CREF | Mutual Funds | — | $0 | $1.3M | 3.3% | |
| TIAA-CREF | Mutual Funds | — | $0 | $1.1M | 2.9% | |
| TIAA-CREF | Mutual Funds | — | $0 | $1.1M | 2.8% | |
| TIAA-CREF | Mutual Funds | — | $0 | $919K | 2.4% | |
| TIAA-CREF | Mutual Funds | — | $0 | $849K | 2.2% | |
| TIAA-CREF | Mutual Funds | — | $0 | $828K | 2.2% | |
| TIAA-CREF | Mutual Funds | — | $0 | $430K | 1.1% | |
| TIAA-CREF | Mutual Funds | — | $0 | $427K | 1.1% | |
| TIAA-CREF | Mutual Funds | — | $0 | $411K | 1.1% | |
| TIAA-CREF | Mutual Funds | — | $0 | $306K | 0.8% | |
| TIAA-CREF | Mutual Funds | — | $0 | $284K | 0.7% | |
| TIAA-CREF | Mutual Funds | — | $0 | $262K | 0.7% | |
| TIAA-CREF | Mutual Funds | — | $0 | $250K | 0.7% | |
| TIAA-CREF | Mutual Funds | — | $0 | $198K | 0.5% | |
| TIAA-CREF | Mutual Funds | — | $0 | $171K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | $0 | $162K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | $0 | $160K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | $0 | $155K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | $0 | $142K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | $0 | $137K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | $0 | $99K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | $0 | $87K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | $0 | $78K | 0.2% | |
| American Funds | Mutual Funds | — | $0 | $71K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | $0 | $57K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | $0 | $54K | 0.1% | |
| TIAA-CREF | Mutual Funds | — | $0 | $42K | 0.1% | |
| TIAA-CREF | Mutual Funds | — | $0 | $30K | <0.1% | |
| TIAA-CREF | Mutual Funds | — | $0 | $15K | <0.1% | |
| TIAA-CREF | Mutual Funds | — | $0 | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $10K |
| — |
