Michael KAY signed The Leffell School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Leffell School's EIN is 13-6209307.
Download the official 2024 Form 5500 (PDF) for The Leffell School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Leffell School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 | NEW YORK, NY | — | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | NEW YORK, NY | — | $16K | — |
| PKF O'CONNOR DAVIES, LLC | 27-1728945 | HARRISON, NY |
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 | |||||
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES * CREF Stock R1 | Mutual Funds | — | $8K | $6.8M | 15.7% | |
| INSURANCE COMPANY GENERAL CONTRACT, AT CONTRACT VALUE * TIAA Traditional Annuity - Benefit Responsive | Mutual Funds | — | — | $4.7M | 11.0% | |
| TIAA - CREF TIAA Traditional Benefit Respo | Mutual Funds | — | — | $4.7M | 10.9% | |
| TIAA - CREF TIAA Traditional Non Benefit R | Mutual Funds | — | — | $3.7M | 8.7% | |
| CREF Growth R1 | Mutual Funds | — | $6K | $3.3M | 7.7% | |
| CREF Global Equities R1 | Mutual Funds | — | $7K | $2.3M | 5.3% | |
| Nuveen LifeCycle Ix 2025 R6 | Mutual Funds | — | $74K | $1.6M | 3.7% | |
| Nuveen LifeCycle Ix 2035 R6 | Mutual Funds | — | $57K | $1.5M | 3.5% | |
| Nuveen LifeCycle Ix 2040 R6 | Mutual Funds | — | $48K | $1.4M | 3.3% | |
| Nuveen LifeCycle Ix 2050 R6 | Mutual Funds | — | $40K | $1.3M | 3.0% | |
| CREF Equity Index R1 | Common Collective Trusts | — | $2K | $1.2M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $2K | $878K | 2.0% | |
| Nuveen LifeCycle Ix 2030 R6 | Mutual Funds | — | $34K | $816K | 1.9% | |
| Nuveen LifeCycle Ix 2020 R6 | Mutual Funds | — | $42K | $782K | 1.8% | |
| TIAA Access Nuveen LifeCycle 2040 T3 | Mutual Funds | — | $10K | $752K | 1.8% | |
| TIAA Access Nuveen LifeCycle 2045 T3 | Mutual Funds | — | $10K | $737K | 1.7% | |
| CREF Core Bond R1 | Mutual Funds | — | $5K | $720K | 1.7% | |
| Nuveen LifeCycle Ix 2045 R6 | Mutual Funds | — | $23K | $713K | 1.7% | |
| Nuveen LifeCycle Ix 2055 R6 | Mutual Funds | — | $26K | $662K | 1.5% | |
| TIAA Stable Value | Stable Value | — | — | $635K | 1.5% | |
| TIAA Access Nuveen LifeCycle 2025 T3 | Mutual Funds | — | $9K | $595K | 1.4% | |
| TIAA Access Nuveen LifeCycle 2020 T3 | Mutual Funds | — | $9K | $545K | 1.3% | |
| TIAA Access Nuveen LifeCycle 2035 T3 | Mutual Funds | — | $8K | $542K | 1.3% | |
| Vanguard 500 Idx Adm 962 | Common Collective Trusts | — | — | $522K | 1.2% | |
| CREF Social Choice R1 | Mutual Funds | — | $1K | $491K | 1.1% | |
| TIAA Access Nuveen LifeCycle 2050 T3 | Mutual Funds | — | $6K | $473K | 1.1% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | $5K | $415K | 1.0% | |
| TIAA Access Nuveen Intl Equity T3 | Mutual Funds | — | $10K | $411K | 1.0% | |
| Vanguard Intr-Trm Bnd Idx Adm | Common Collective Trusts | — | $40K | $404K | 0.9% | |
| Nuveen LifeCycle Ix 2060 R6 | Mutual Funds | — | $18K | $362K | 0.8% | |
| TIAA Access Nuveen Large Cap Val T3 | Mutual Funds | — | $4K | $313K | 0.7% | |
| Nuveen LifeCycle Ix 2015 R6 | Mutual Funds | — | $17K | $296K | 0.7% | |
| TIAA Access Nuveen LifeCycle 2030 T3 | Mutual Funds | — | $4K | $292K | 0.7% | |
| CREF Money Market R1 | Mutual Funds | — | $8K | $229K | 0.5% | |
| American Fd New Perspective R6 | Other securities | — | $3K | $207K | 0.5% | |
| TIAA Access Nuveen Qt Small Cap Eq T3 | Mutual Funds | — | $2K | $189K | 0.4% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | $2K | $188K | 0.4% | |
| TIAA Access Nuveen Large Cap Growth T3 898 | Mutual Funds | — | — | $169K | 0.4% | |
| TIAA Access Nuveen Mid Cap Val T3 | Mutual Funds | — | $2K | $137K | 0.3% | |
| Nuveen Large Cap Growth Idx R6 | Common Collective Trusts | — | $2K | $130K | 0.3% | |
| TIAA Access Nuveen LargeCap Res Eq T3 | Mutual Funds | — | $1K | $128K | 0.3% | |
| TIAA Access Nuveen RlEstSecSel T3 | Mutual Funds | — | $2K | $125K | 0.3% | |
| Nationwide International Idx Inst | Common Collective Trusts | — | $13K | $114K | 0.3% | |
| Vanguard Emerging Markets Stk Idx Adm | Common Collective Trusts | — | $3K | $108K | 0.3% | |
| TIAA Access Nuveen Equity Idx T3 821 | Common Collective Trusts | — | — | $105K | 0.2% | |
| Vanguard Mid-Cap Growth Idx Adm 921 | Common Collective Trusts | — | — | $101K | 0.2% | |
| Vanguard High-Yield Corp Adm | Mutual Funds | — | $18K | $95K | 0.2% | |
| 9.50% with maturities through 2029 | Bonds / Notes | — | — | $92K | 0.2% | |
| TIAA Access Nuveen Small Cap Bl Ix T3 982 | Mutual Funds | — | — | $82K | 0.2% | |
| TIAA - CREF Participant Loan Fund | Mutual Funds | — | — | $81K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| $15K |
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