Charles Zalweski signed Ranney School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ranney School's EIN is 22-1853774.
Download the official 2024 Form 5500 (PDF) for Ranney School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ranney School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | ADVISOR | $30K | — |
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 Annuity | Mutual Funds | — | — | $4.9M | 14.7% | |
| CREF Stock | Mutual Funds | — | — | $4.8M | 14.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $4.1M | 12.1% | |
| College Retirement Equities Fund variable annuities TRowe Price Retirement 2030 I | Mutual Funds | — | — | $2.5M | 7.5% | |
| CREF Growth | Mutual Funds | — | — | $2.4M | 7.2% | |
| T. Rowe Price Group Rtmt I 2035 I | Common Stocks | — | — | $2.1M | 6.1% | |
| CREF Global Equities | Mutual Funds | — | — | $1.9M | 5.7% | |
| CREF Equity Index | Common Collective Trusts | — | — | $1.8M | 5.3% | |
| College Retirement Equities Fund variable annuities TRowe Price Retirement 2045 I | Mutual Funds | — | — | $1.5M | 4.5% | |
| College Retirement Equities Fund variable annuities TRowe Price Retirement 2040 I | Mutual Funds | — | — | $1.5M | 4.4% | |
| College Retirement Equities Fund variable annuities TRowe Price Retirement 2020 I | Mutual Funds | — | — | $1.1M | 3.2% | |
| T. Rowe Price Group Rtmt I 2025 I | Common Stocks | — | — | $835K | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $765K | 2.3% | |
| Schwab S&P 500 | Common Collective Trusts | — | — | $730K | 2.2% | |
| College Retirement Equities Fund variable annuities TRowe Price Retirement 2050 I | Mutual Funds | — | — | $729K | 2.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $721K | 2.1% | |
| CREF Bond Market | Mutual Funds | — | — | $654K | 1.9% | |
| College Retirement Equities Fund variable annuities TRowe Price Retirement 2055 I | Mutual Funds | — | — | $599K | 1.8% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $555K | 1.6% | |
| Columbia Management Investment Advisers, LLC Dividend Income Inst3 | Other securities | — | — | $411K | 1.2% | |
| T. Rowe Price Group Rtmt I 2060 I | Common Stocks | — | — | $382K | 1.1% | |
| CREF Social Choice | Mutual Funds | — | — | $376K | 1.1% | |
| MFS Investment Management Intl Diversification Cl R6 | Mutual Funds | — | — | $365K | 1.1% | |
| JP Morgan & Co Large Cap Growth R6 | Common Stocks | — | — | $336K | 1.0% | |
| CREF Money Market | Mutual Funds | — | — | $301K | 0.9% | |
| College Retirement Equities Fund variable annuities American EuroPac Growth R6 | Other securities | — | — | $281K | 0.8% | |
| Lord, Abbett & Co. LLC Short Duratn Ic R6 841 PGIM Total Return Bond R6 | Common Stocks | — | — | $274K | 0.8% | |
| Goldman Sachs Sm Cp Val Ins R6 | Other securities | — | — | $224K | 0.7% | |
| MFS Investment Management Mid Cap Vlue Class R6 | Mutual Funds | — | — | $215K | 0.6% | |
| The Vanguard Group Treasury MoneyMkt | Mutual Funds | — | — | $188K | 0.6% | |
| The Vanguard Group Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $140K | 0.4% | |
| College Retirement Equities Fund variable annuities TRowe Price Retirement 2015 I | Mutual Funds | — | — | $134K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $133K | 0.4% | |
| Principal Funds Distributor, Inc. Real Estate Sec Inst | Common Stocks | — | — | $127K | 0.4% | |
| Schwab Small Cap | Mutual Funds | — | — | $97K | 0.3% | |
| Virtus KAR Mid Cap Gr R6 | Other securities | — | — | $77K | 0.2% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $64K | 0.2% | |
| Schwab US Mid Cap | Mutual Funds | — | — | $54K | 0.2% | |
| JP Morgan & Co Emerging Mrkts Eq R6 | Common Stocks | — | — | $51K | 0.2% | |
| Capital Research and Management Company American Funds Balanced FD | Mutual Funds | — | — | $50K | 0.1% | |
| PIMCO Real Return Inst Class | Mutual Funds | — | — | $43K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $37K | 0.1% | |
| T. Rowe Price Group Spectrum Income | Common Stocks | — | — | $24K | <0.1% | |
| T. Rowe Price Group Rtmt I 2010 I | Common Stocks | — | — | $19K | <0.1% | |
| s: (continued) Columbia Management Investment Advisers, LLC Overseas Value Inst 3 | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
