Barbara Heath signed Rutgers Preparatory School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rutgers Preparatory School's EIN is 22-1607926.
Download the official 2023 Form 5500 (PDF) for Rutgers Preparatory School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Rutgers Preparatory School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, 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 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | ADVISOR | $6K | — |
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 | Mutual Funds | — | — | $8.4M | 15.6% | |
| CREF Stock | Mutual Funds | — | — | $5.7M | 10.6% | |
| Vanguard 500 ldx Adm | Mutual Funds | — | — | $5.4M | 10.0% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $2.4M | 4.4% | |
| DFA US Sustainability Core 1 | Mutual Funds | — | — | $2.2M | 4.1% | |
| CREF Growth R1 | Mutual Funds | — | — | $2.1M | 4.0% | |
| TIAA-CREF Lifecycle ldx 2040- Inst | Mutual Funds | — | — | $2.1M | 3.9% | |
| Vanguard Developed Markets ldx Adm | Mutual Funds | — | — | $1.9M | 3.4% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $1.7M | 3.2% | |
| TIAA-CREF Lifecycle ldx 2035- Inst | Mutual Funds | — | — | $1.7M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 3.0% | |
| TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | — | $1.2M | 2.2% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $1.2M | 2.2% | |
| TIAA-CREF Lifecycle ldx 2025- Inst | Mutual Funds | — | — | $1.2M | 2.1% | |
| TIAA-CREF Lifecycle ldx 2030- Inst | Mutual Funds | — | — | $1.0M | 1.9% | |
| CREF Stock R4 | Mutual Funds | — | — | $1.0M | 1.9% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $1000K | 1.8% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $881K | 1.6% | |
| Vanguard Emerging Markets Stk ldx Adm | Mutual Funds | — | — | $868K | 1.6% | |
| Vanguard Ttl Bd Market Idx Adm | Common Collective Trusts | — | — | $847K | 1.6% | |
| TIAA-CREF Lifecycle ldx 2045- Inst | Mutual Funds | — | — | $829K | 1.5% | |
| TIAA-CREF Lifecycle ldx 2050- Inst | Mutual Funds | — | — | $768K | 1.4% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $756K | 1.4% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $708K | 1.3% | |
| TIAA Access Large-Cap Growth T4 | Mutual Funds | — | — | $661K | 1.2% | |
| TIAA Access International Equity T4 | Mutual Funds | — | — | $543K | 1.0% | |
| TIAA-CREF Lifecycle ldx 2020- Inst | Mutual Funds | — | — | $537K | 1.0% | |
| TIAA-CREF Lifecycle ldx 2055- Inst | Mutual Funds | — | — | $462K | 0.9% | |
| TIAA-CREF Lifecycle ldx 2015- Inst | Mutual Funds | — | — | $402K | 0.7% | |
| DFA Glob RE Securities Inst | Mutual Funds | — | — | $375K | 0.7% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $358K | 0.7% | |
| TIAA Access Large-Cap Value T4 | Mutual Funds | — | — | $312K | 0.6% | |
| TIAA Access Mid-Cap Value T4 | Mutual Funds | — | — | $306K | 0.6% | |
| TIAA Access Small-Cap Balance Index T4 | Mutual Funds | — | — | $273K | 0.5% | |
| TIAA Access Lifecycle 2020 T4 | Mutual Funds | — | — | $260K | 0.5% | |
| TIAA Access Real Estate Securities T4 | Mutual Funds | — | — | $237K | 0.4% | |
| TIAA-CREF Lifecycle ldx 2060- Inst | Mutual Funds | — | — | $233K | 0.4% | |
| TIAA Access Lifecycle 2025 T4 | Mutual Funds | — | — | $194K | 0.4% | |
| TIAA Access Lifecycle 2040 T4 | Mutual Funds | — | — | $186K | 0.3% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $160K | 0.3% | |
| Vanguard S-T Inf Pro Sec ldx Adm | Mutual Funds | — | — | $146K | 0.3% | |
| TIAA Access Quantity Small-Cap Equity T4 | Mutual Funds | — | — | $146K | 0.3% | |
| Vanguard Ttl Intl Bond ldx Adm | Mutual Funds | — | — | $145K | 0.3% | |
| Notes receivable from participants | Other securities | — | — | $107K | 0.2% | |
| CREF Money Market R1 | Mutual Funds | — | — | $99K | 0.2% | |
| DFA US SmallCap Portfolio Inst | Mutual Funds | — | — | $80K | 0.1% | |
| TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | — | $69K | 0.1% | |
| TIAA Access Core Plus Bond T4 | Mutual Funds | — | — | $52K | <0.1% | |
| TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | — | $37K | <0.1% | |
| TIAA Access Lifecycle 2030 T4 | Mutual Funds | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISS AND COMPANY, LLC | 22-1732349 | — | AUDITOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | CONSULTING PENSION | $3K | — |
