The Harley School's EIN is 16-0755783.
Download the official 2024 Form 5500 (PDF) for The Harley School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Harley School's plan includes 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 | — | $26K | — |
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 Traditional Non-Benefit Responsive Annuity contracts | Mutual Funds | — | — | $6.8M | 19.0% | |
| Nuveen S&P 500 Index R6 Registered investment companies | Common Collective Trusts | — | — | $4.7M | 13.3% | |
| Nuveen Internatl Eq Idx R6 Registered investment companies | Common Collective Trusts | — | — | $4.5M | 12.7% | |
| TIAA Traditional Benefit Responsive Annuity contracts | Mutual Funds | — | — | $4.1M | 11.5% | |
| CREF Stock Annuity contracts | Mutual Funds | — | — | $3.7M | 10.4% | |
| Columbia Small Cap Index Inst Registered investment companies | Other securities | — | — | $2.7M | 7.5% | |
| CREF Global Equities Annuity contracts | Mutual Funds | — | — | $1.5M | 4.2% | |
| Nuveen Infl Linked Bond R6 Registered investment companies | Mutual Funds | — | — | $1.3M | 3.6% | |
| Nuveen Bond Index R6 Registered investment companies | Mutual Funds | — | — | $1.1M | 3.2% | |
| Nuveen Real Est Sec Sel R6 Registered investment companies | Mutual Funds | — | — | $994K | 2.8% | |
| CREF Growth Annuity contracts | Mutual Funds | — | — | $970K | 2.7% | |
| TIAA Stable Value Annuity contracts | Stable Value | — | — | $665K | 1.9% | |
| CREF Bond Market Annuity contracts | Mutual Funds | — | — | $408K | 1.1% | |
| TIIA REAL ESTATE TIIA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $387K | 1.1% | |
| CREF Equity Index Annuity contracts | Common Collective Trusts | — | — | $356K | 1.0% | |
| CREF Social Choice Annuity contracts | Mutual Funds | — | — | $309K | 0.9% | |
| CREF Inflation-Linked Bond Annuity contracts | Mutual Funds | — | — | $256K | 0.7% | |
| Vanguard Federal Money Mkt Inv Registered investment companies | Mutual Funds | — | — | $234K | 0.7% | |
| CREF Money Market Annuity contracts | Mutual Funds | — | — | $206K | 0.6% | |
| Nuveen Large Cap Gr Idx R6 Registered investment companies | Common Collective Trusts | — | — | $153K | 0.4% | |
| Nuveen Large Cap Value R6 Registered investment companies | Mutual Funds | — | — | $134K | 0.4% | |
| Columbia Mid Cap Index Fund Inst Registered investment companies | Common Collective Trusts | — | — | $54K | 0.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS (Interest rates of 4.25% - 9.50%, maturing at various dates through 2028) | Bonds / Notes | — | — | $24K | <0.1% | |
| Nuveen Emerg Mkts Eq Idx R6 Registered investment companies | Common Collective Trusts | — | — | $19K | <0.1% | |
| Plan Loan Default Fund Annuity contracts | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.