John B. Ford signed Lancaster Country Day School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lancaster Country Day School's EIN is 23-1352396.
Download the official 2023 Form 5500 (PDF) for Lancaster Country Day School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lancaster Country Day School's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | CUSTODIAN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERV PLAN SERVICES | — | WEST COLUMBIA, SC | RECORDKEEPER | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.8M | 19.5% | |
| PIMCO Income Instl | Mutual Funds | — | — | $1.8M | 7.4% | |
| Insurance Company General Contracts * TIAA and CREF TIAA Traditional Benefit-Responsive | Mutual Funds | — | — | $1.7M | 7.0% | |
| TIAA and CREF Stock R1 | Mutual Funds | — | — | $1.6M | 6.7% | |
| Dimensional Fund Advisors DFA International Core Equity I | Mutual Funds | — | — | $1.5M | 5.9% | |
| TIAA and CREF TIAA Traditional Non-Fully Benefit-Responsive | Mutual Funds | — | — | $1.2M | 4.8% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.1M | 4.3% | |
| Standard Insurance Company The Standard Stable Asset Fund II | Common Stocks | — | — | $1.0M | 4.2% | |
| TIAA and CREF Growth R1 | Mutual Funds | — | — | $1000K | 4.1% | |
| TIAA and CREF Global Equities R1 | Mutual Funds | — | — | $908K | 3.7% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | Other securities | — | — | $781K | 3.2% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $640K | 2.6% | |
| TIAA and CREF Equity Index R1 | Common Collective Trusts | — | — | $517K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | Other securities | — | — | $375K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | Other securities | — | — | $374K | 1.5% | |
| TIAA and CREF TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $368K | 1.5% | |
| PIMCO International Bond (USD‐Hdg) Instl | Mutual Funds | — | — | $349K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $314K | 1.3% | |
| TIAA and CREF Social Choice R1 | Mutual Funds | — | — | $304K | 1.2% | |
| TIAA and CREF TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | — | $300K | 1.2% | |
| Dodge & Cox Dodge & Cox Stock Fund X | Mutual Funds | — | — | $296K | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | Other securities | — | — | $270K | 1.1% | |
| American Bridge AB Large Cap Growth Z | Other securities | — | — | $246K | 1.0% | |
| TIAA and CREF Core Bond R1 | Mutual Funds | — | — | $229K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | Other securities | — | — | $225K | 0.9% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2050 T4 | Mutual Funds | — | — | $221K | 0.9% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2040 T4 | Mutual Funds | — | — | $219K | 0.9% | |
| TIAA and CREF Money Market R1 | Mutual Funds | — | — | $168K | 0.7% | |
| TIAA and CREF Inflation‐Linked Bond R1 | Mutual Funds | — | — | $146K | 0.6% | |
| TIAA and CREF TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $145K | 0.6% | |
| TIAA and CREF TIAA Access Nuv Qt Sm Cp Eq T4 | Mutual Funds | — | — | $143K | 0.6% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $131K | 0.5% | |
| TIAA and CREF TIAA Access Nuv RlEstSecSel T4 | Mutual Funds | — | — | $127K | 0.5% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2045 T4 | Mutual Funds | — | — | $125K | 0.5% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $82K | 0.3% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2035 T4 | Mutual Funds | — | — | $73K | 0.3% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $70K | 0.3% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2025 T4 | Mutual Funds | — | — | $69K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | Other securities | — | — | $67K | 0.3% | |
| TIAA and CREF TIAA Access Nuv Core Equity T4 | Mutual Funds | — | — | $67K | 0.3% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $58K | 0.2% | |
| TIAA and CREF TIAA Access Nuv Sm Cp Bl Ix T4 | Mutual Funds | — | — | $57K | 0.2% | |
| Participant Loans 5.25% to 10.50% | Bonds / Notes | — | — | $48K | 0.2% | |
| TIAA and CREF Plan Loan Default Fund | Mutual Funds | — | — | $44K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | Other securities | — | — | $41K | 0.2% | |
| TIAA and CREF TIAA Access Nuv Mid Cap Grw T4 | Mutual Funds | — | — | $38K | 0.2% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 | Other securities | — | — | $36K | 0.1% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2015 T4 | Mutual Funds | — | — | $35K | 0.1% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2030 T4 | Mutual Funds | — | — | $28K | 0.1% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2060 T4 | Mutual Funds | — | — | $24K | <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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY | — | MALVERN, PA | ADVISOR | $28K | — |
