Gillian C Wilson signed Presidio Knolls School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Presidio Knolls School's EIN is 20-5758127.
Download the official 2023 Form 5500 (PDF) for Presidio Knolls School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Presidio Knolls School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD ADVISORS | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company Fidelity 500 Index Fund Registered Investment | Common Collective Trusts | — | — | $953K | 17.2% | |
| Company TIAA-CREF Lifcyc In 2040 F Ins Registered Investment | Mutual Funds | — | — | $748K | 13.5% | |
| Company TIAA-CREF Lifcyc In 2045 F Ins Registered Investment | Mutual Funds | — | — | $584K | 10.5% | |
| Company TIAA-CREF Lifcyc In 2050 F Ins Registered Investment | Mutual Funds | — | — | $559K | 10.1% | |
| Company TIAA-CREF Lifcyc In 2055 F Ins Registered Investment | Mutual Funds | — | — | $499K | 9.0% | |
| Company TIAA-CREF Lifcyc In 2035 F Ins Registered Investment | Mutual Funds | — | — | $359K | 6.5% | |
| Company TIAA-CREF Lifcyc In 2025 F Ins Registered Investment | Mutual Funds | — | — | $328K | 5.9% | |
| Company JPMorgan LgCP Grw Fnd R6 Registered Investment | Common Stocks | — | — | $289K | 5.2% | |
| Company TIAA-CREF Lifcyc In 2030 F Ins Registered Investment | Mutual Funds | — | — | $197K | 3.5% | |
| Company TIAA-CREF Lifcyc In 2060 F Ins Registered Investment | Mutual Funds | — | — | $166K | 3.0% | |
| Company TIAA-CREF Lifecyc Rt In F R6 Registered Investment ** 54 Company Vangrd Dev Mkts Index FD Adm Registered Investment | Mutual Funds | — | — | $159K | 2.9% | |
| TIAA-CREF Lifcyc In 2020 F Ins Registered Investment | Mutual Funds | — | — | $103K | 1.9% | |
| Company Vangrd Intl Grw Fnd Adm Registered Investment | Common Stocks | — | — | $78K | 1.4% | |
| Company TIAA-CREF Lifcyc In 2010 F Ins Registered Investment | Mutual Funds | — | — | $78K | 1.4% | |
| Company Fidelity Sm Cp Ind Fd Registered Investment | Mutual Funds | — | — | $69K | 1.2% | |
| Company Fidelity Mid Cap Idx Fd Registered Investment | Common Collective Trusts | — | — | $68K | 1.2% | |
| Class K Company Calvert Bond Fund R6 Registered Investment | U.S. Treasuries | — | — | $61K | 1.1% | |
| Notes receivable from participants Collateralized by vested -- | Other securities | — | — | $44K | 0.8% | |
| LOAN FUND Participant Loans - Rates 9.50% to 9.50% | Bonds / Notes | — | — | $44K | 0.8% | |
| Company Calv US Lg Cp Cr Rsp In F R6 Registered Investment | Common Stocks | — | — | $39K | 0.7% | |
| Voya Retirement Insurance and Annuity Voya Fixed Account | Other securities | — | — | $26K | 0.5% | |
| Company BlackRock Mid-Cap Growth Equity Portfolio Registered Investment | Common Stocks | — | — | $25K | 0.5% | |
| American Funds New World R Registered Investment | Mutual Funds | — | — | $23K | 0.4% | |
| Company Inv Discovery Fd R6 Registered Investment | Common Stocks | — | — | $21K | 0.4% | |
| Company Gldmn Sachs SMCP Value Insi R6 Registered Investment | Common Stocks | — | — | $20K | 0.4% | |
| Company American Funds Amer Mutual R6 Registered Investment | Mutual Funds | — | — | $16K | 0.3% | |
| Company American Funds Strat Bnd Fd R6 Registered Investment | Mutual Funds | — | — | $15K | 0.3% | |
| Nuveen Real Estate Sec Sel R6 Registered Investment Company | Mutual Funds | — | — | $10K | 0.2% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | Common Stocks | — | — | $5K | <0.1% | |
| Company Lord Abbett Bd Debenture Fd R6 Registered Investment | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
