Jeffrey Smith signed Millbrook School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Millbrook School's EIN is 14-1413770.
Download the official 2024 Form 5500 (PDF) for Millbrook School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Millbrook School's plan includes 403(b) custodial accounts, a 403(b) annuity, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $41K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Nonbenefit-Responsive | Mutual Funds | — | — | $5.0M | 15.0% | |
| CREF Stock R1 | Mutual Funds | — | — | $3.5M | 10.5% | |
| Nuveeneen Lifecycle 2045 R6 | Mutual Funds | — | — | $3.3M | 9.9% | |
| Nuveeneen Lifecycle 2030 R6 | Mutual Funds | — | — | $1.9M | 5.6% | |
| Nuveeneen Lifecycle 2025 R6 | Mutual Funds | — | — | $1.8M | 5.2% | |
| Nuveeneen Lifecycle 2020 R6 | Mutual Funds | — | — | $1.6M | 4.8% | |
| Nuveeneen Lifecycle 2035 R6 | Mutual Funds | — | — | $1.5M | 4.5% | |
| Nuveeneen Equity Index R6 | Common Collective Trusts | — | — | $1.4M | 4.2% | |
| Nuveeneen Lifecycle 2055 R6 | Mutual Funds | — | — | $1.3M | 3.9% | |
| Nuveeneen Internatl Eq Idx R6 | Common Collective Trusts | — | — | $1.2M | 3.4% | |
| Nuveeneen Lifecycle 2050 R6 | Mutual Funds | — | — | $1.1M | 3.3% | |
| Nuveeneen Lifecycle 2040 R6 | Mutual Funds | — | — | $1.0M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $765K | 2.3% | |
| CREF Growth R1 | Mutual Funds | — | — | $753K | 2.2% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $689K | 2.0% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $676K | 2.0% | |
| JPMorgan Equity Inc Fd Cla R6 | Common Stocks | — | — | $529K | 1.6% | |
| AB Large Cap Growth Fund Z | Other securities | — | — | $422K | 1.3% | |
| Nuveeneen Lifecycle 2060 R6 | Mutual Funds | — | — | $371K | 1.1% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $364K | 1.1% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $357K | 1.1% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $356K | 1.1% | |
| TIAA Access Nuveen Lifecyle 2010 T3 | Mutual Funds | — | — | $262K | 0.8% | |
| TIAA Traditional Benefit-Responsive | Mutual Funds | — | — | $260K | 0.8% | |
| T Rowe Price Overseas Stock I | Mutual Funds | — | — | $227K | 0.7% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $216K | 0.6% | |
| TIAA Access Nuveen Intetnational Equity T3 | Mutual Funds | — | — | $209K | 0.6% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $174K | 0.5% | |
| TIAA Access Nuveen Lifecyle 2025 T3 | Mutual Funds | — | — | $163K | 0.5% | |
| Vanguard High-Yield Corp Adm | Mutual Funds | — | — | $154K | 0.5% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $138K | 0.4% | |
| TIAA Access Nuveen Large Cap Value T3 | Mutual Funds | — | — | $137K | 0.4% | |
| Nuveeneen Money Market R6 | Mutual Funds | — | — | $136K | 0.4% | |
| TIAA Access Nuveen Mid Cap Value T3 | Mutual Funds | — | — | $133K | 0.4% | |
| Nuveeneen Real Est Sec Sel R6 | Mutual Funds | — | — | $129K | 0.4% | |
| Nuveeneen Lifecycle 2015 R6 | Mutual Funds | — | — | $109K | 0.3% | |
| Principal Small Cap Growth I R6 | Other securities | — | — | $104K | 0.3% | |
| Nuveeneen Small Cap Bld Idx R6 | Common Collective Trusts | — | — | $102K | 0.3% | |
| TIAA Access Nuveen Sm Cp Bl Ix T3 | Mutual Funds | — | — | $96K | 0.3% | |
| TIAA Access Nuveen Lifecyle 2030 T3 | Mutual Funds | — | — | $94K | 0.3% | |
| TIAA Access Nuveen RlEstSecSel T3 | Mutual Funds | — | — | $76K | 0.2% | |
| CREF Money Market R1 | Mutual Funds | — | — | $73K | 0.2% | |
| TIAA Access Nuveen Lifecyle 2040 T3 | Mutual Funds | — | — | $72K | 0.2% | |
| TIAA Access Nuveen Lifecyle 2050 T3 | Mutual Funds | — | — | $68K | 0.2% | |
| TIAA Stable Value | Stable Value | — | — | $65K | 0.2% | |
| Participant Loans | Participant loans | — | — | $63K | 0.2% | |
| DAF Global Equity I | Other securities | — | — | $53K | 0.2% | |
| TIAA Access Nuveen Qt Sm Cp Eq T3 | Mutual Funds | — | — | $50K | 0.1% | |
| TIAA Access Nuveen Lifecyle 2020 T3 | Mutual Funds | — | — | $48K | 0.1% | |
| TIAA Access Nuveen Lifecyle 2045 T3 | Mutual Funds | — | — | $43K | 0.1% |
