Aline C. Silva signed Princeton Day School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Princeton Day School's EIN is 21-0727645.
Download the official 2023 Form 5500 (PDF) for Princeton Day School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Princeton Day School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEXPATH STRATEGIES, LLC | 46-4782313 | — | NONE | $35K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE |
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 – Nonbenefit Responsive | Mutual Funds | — | — | $25.2M | 24.3% | |
| State Street State Street Equity 500 Index K | Common Collective Trusts | — | — | $12.8M | 12.3% | |
| TIAA Traditional – Benefit Responsive | Mutual Funds | — | — | $12.4M | 11.9% | |
| CREF Stock | Mutual Funds | — | — | $11.6M | 11.2% | |
| State Street State Street Glb All Cap Eq ex-US Idx K | Common Collective Trusts | — | — | $10.4M | 10.0% | |
| CREF Growth | Mutual Funds | — | — | $3.5M | 3.4% | |
| CREF Social Choice | Mutual Funds | — | — | $3.2M | 3.1% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $3.1M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.4M | 2.3% | |
| State Street State Street Aggregate Bond Index K | Other securities | — | — | $2.1M | 2.1% | |
| CREF Core Bond | Mutual Funds | — | — | $1.9M | 1.8% | |
| CREF Global Equities | Mutual Funds | — | — | $1.8M | 1.7% | |
| State Street State Street Small/Mid Cap Equity Idx K | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| Vanguard Devlopd Mkts Idx Adm | Common Collective Trusts | — | — | $1.6M | 1.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $1.3M | 1.2% | |
| CREF Equity Index | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| Schwab Treasury Infl Protected Secs Idx | Common Collective Trusts | — | — | $1.0M | 1.0% | |
| CREF Money Market | Mutual Funds | — | — | $711K | 0.7% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $636K | 0.6% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $543K | 0.5% | |
| TIAA-CREF Nuveen Money Market | Mutual Funds | — | — | $507K | 0.5% | |
| BlackRock iShares Developed Real Estate Index K | Other securities | — | — | $466K | 0.4% | |
| AB Large Cap Growth Fund Adv | Other securities | — | — | $417K | 0.4% | |
| JP Morgan JP Morgan Equity Income CI R5 | Other securities | — | — | $384K | 0.4% | |
| MFS Global Equity Fund | Mutual Funds | — | — | $371K | 0.4% | |
| Participants Participant Loans - Rates: 4.25% - 9.50% | Bonds / Notes | — | — | $349K | 0.3% | |
| American Funds American Funds Washington Mutual | Mutual Funds | — | — | $294K | 0.3% | |
| American Century American Century Mid Cap Val A | Other securities | — | — | $161K | 0.2% | |
| Allspring Special Small Cap Value Inst | Other securities | — | — | $148K | 0.1% | |
| BlackRock Mid-Cap Growth Equity Instl | Other securities | — | — | $91K | <0.1% | |
| Principal Small Cap Growth | Other securities | — | — | $31K | <0.1% | |
| TIAA Self Directed Acct | Self-Directed Brokerage | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $21K |
| — |
