Matthew Rosen signed Friends Select School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Friends Select School's EIN is 23-0604370.
Download the official 2024 Form 5500 (PDF) for Friends Select School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Friends Select School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 INS & ANNUITY ASSOC | 13-1624203 | — | CONTRACT ADMIN. | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | INVESTMENT ADVISOR | $24K | — |
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.
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 |
|---|---|---|---|---|---|
| TAIT WELLER & BAKER | 23-1144520 | — | AUDITOR | $10K | — |
