Kimberley Johnston signed Alexander Dawson Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alexander Dawson Foundation's EIN is 22-6044616.
Download the official 2024 Form 5500 (PDF) for Alexander Dawson Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alexander Dawson Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | NEW YORK, NY | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON POINTE ADVISORS | 68-0488677 | NEWPORT BEACH, CA | ADVISOR | $36K | — |
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-CREF** CREF-Stock Account $894.41/unit | Mutual Funds | — | — | $5.0M | 13.7% | |
| TIAA-CREF** CREF-Growth Account $514.79/unit | Mutual Funds | — | — | $4.7M | 12.7% | |
| Vanguard** Vanguard 500 Index Adm $542.76/unit | Common Collective Trusts | — | — | $2.5M | 6.7% | |
| TIAA-CREF** Nuveen Lifestyle Index 2040 Inst $29.28/unit | Mutual Funds | — | — | $2.1M | 5.7% | |
| (continued) * TIAA-CREF** Nuveen Lifestyle Index 2035 $26.77/unit | Mutual Funds | — | — | $2.0M | 5.6% | |
| Victory** Victory RS Global Fund Class $24.24/unit | Other securities | — | — | $1.7M | 4.5% | |
| TIAA-CREF** TIAA - Traditional Benefit- Responsive-2 | Mutual Funds | — | — | $1.5M | 4.0% | |
| TIAA-CREF** Nuveen Lifestyle Index 2045 Inst $30.87/unit | Mutual Funds | — | — | $1.4M | 3.9% | |
| TIAA-CREF** Nuveen Lifestyle Index 2050 Inst $31.49/unit | Mutual Funds | — | — | $1.2M | 3.1% | |
| TIAA-CREF** CREF-Global Equities $339.78/unit | Mutual Funds | — | — | $1.1M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.0M | 2.8% | |
| TIAA-CREF** TIAA - Traditional Benefit- Responsive-1 | Mutual Funds | — | — | $1.0M | 2.8% | |
| TIAA-CREF** Nuveen Lifestyle Index 2030 $24.15/unit | Mutual Funds | — | — | $991K | 2.7% | |
| TIAA-CREF** CREF-Social Choice $360.27/unit | Mutual Funds | — | — | $964K | 2.6% | |
| TIAA-CREF** TIAA - Traditional Non- Benefit- Responsive-2 | Mutual Funds | — | — | $818K | 2.2% | |
| (continued) Vanguard Federal Money Vanguard** Market Inv | Mutual Funds | — | — | $785K | 2.1% | |
| PGIM** PGIM Total Return Bond R6 $11.84/unit | Other securities | — | — | $721K | 2.0% | |
| TIAA-CREF** Nuveen Lifestyle Index 2055 Inst $25.48/unit | Mutual Funds | — | — | $676K | 1.8% | |
| TIAA-CREF** TIAA - Traditional Non- Benefit- Responsive-1 | Mutual Funds | — | — | $536K | 1.5% | |
| Vanguard** Vanguard Ttl Intl Stock Index Adm $31.69/unit | Mutual Funds | — | — | $534K | 1.4% | |
| (continued) Vanguard** Vanguard Extended Market Index ADM $144.08/unit | Mutual Funds | — | — | $507K | 1.4% | |
| TIAA-CREF** Nuveen Lifestyle Index 2025 $21.35/unit | Mutual Funds | — | — | $486K | 1.3% | |
| TIAA-CREF** TIAA-CREF Self-Directed | Self-Directed Brokerage | — | — | $386K | 1.0% | |
| TIAA-CREF** Nuveen Access Lifestyle 2010 $16.27/unit | Mutual Funds | — | — | $382K | 1.0% | |
| American Funds** American Washington Mut Inv R6 $61.60/unit | Mutual Funds | — | — | $351K | 1.0% | |
| Victory** Victory Sycmore Estab Val R6 $45.99/unit | Other securities | — | — | $346K | 0.9% | |
| TIAA-CREF** Nuveen Real Est Secs $17.99/unit | Mutual Funds | — | — | $261K | 0.7% | |
| Invesco** Invesco Diversified Dividend $17.82/unit | Mutual Funds | — | — | $248K | 0.7% | |
| (continued) * TIAA-CREF** CREF-Bond Market $131.34/unit | Mutual Funds | — | — | $216K | 0.6% | |
| Allspring** Allspring Real Return R6 $10.34/unit | Other securities | — | — | $215K | 0.6% | |
| TIAA-CREF** CREF-Money Market $29.14/unit | Mutual Funds | — | — | $191K | 0.5% | |
| TIAA-CREF** Nuveen Lifestyle Index 2060 Inst $19.79/unit | Mutual Funds | — | — | $188K | 0.5% | |
| 9.50% -0- | Bonds / Notes | — | — | $181K | 0.5% | |
| TIAA-CREF** Nuveen Lifestyle Index 2015 $17.00/unit | Mutual Funds | — | — | $139K | 0.4% | |
| Pioneer** Pioneer Fundamental Growth K $35.01/unit | Other securities | — | — | $123K | 0.3% | |
| American Funds** American EuroPac Growth R6 $53.72/unit | Mutual Funds | — | — | $117K | 0.3% | |
| Carillon** Carillion Eagle Mid Cap Growth R6 $77.95/unit | Other securities | — | — | $95K | 0.3% | |
| TIAA Access Nuveen Lifecycle * TIAA-CREF** 2010 $53.98/unit | Mutual Funds | — | — | $94K | 0.3% | |
| TIAA-CREF** Nuveen Lifestyle Index 2020 $18.85/unit | Mutual Funds | — | — | $77K | 0.2% | |
| TIAA-CREF** CREF-Inflation-Linked Bond $82.73/unit | Mutual Funds | — | — | $75K | 0.2% | |
| Janus** Janus Henderson Triton N $27.52/unit | Mutual Funds | — | — | $73K | 0.2% | |
| TIAA Access Nuveen Lifecycle * TIAA-CREF** 2015 $55.26/unit | Mutual Funds | — | — | $40K | 0.1% | |
| TIAA Access Nuveen Lifecycle * TIAA-CREF** 2040 $72.91/unit | Mutual Funds | — | — | $38K | 0.1% | |
| TIAA Access Nuveen Lifecycle * TIAA-CREF** 2045 $73.61/unit | Mutual Funds | — | — | $38K | 0.1% | |
| TIAA-CREF** TIAA Access Nuveen Real Estate Secs $51.17/unit | Mutual Funds | — | — | $36K | <0.1% | |
| TIAA-CREF** TIAA Access Nuveen Growth & Income $146.13/unit | Mutual Funds | — | — | $33K | <0.1% | |
| TIAA Access Nuveen Lifecycle * TIAA-CREF** 2020 $57.04/unit | Mutual Funds | — | — | $23K | <0.1% | |
| TIAA-CREF** TIAA Access Nuveen International Equity $37.25/unit | Mutual Funds | — | — | $21K | <0.1% | |
| TIAA-CREF** Nuveen Lifestyle Index 2065 Inst $14.19/unit | Mutual Funds | — | — | $18K | <0.1% | |
| TIAA Access Nuveen Sm-Cap * TIAA-CREF** Equity $20.20/unit | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
