Carson Valley Childrens Aid's EIN is 23-1352623.
Download the official 2024 Form 5500 (PDF) for Carson Valley Childrens Aid from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carson Valley Childrens Aid's plan includes a 403(b) annuity, automatic enrollment, 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 | $5K | — |
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 | — | — | $2.9M | 27.6% | |
| CREF Stock R1 | Mutual Funds | — | — | $2.8M | 26.4% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.0M | 10.0% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $820K | 7.8% | |
| CREF Money Market R1 | Mutual Funds | — | — | $710K | 6.8% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $532K | 5.1% | |
| State Street State Street Equity 500 Indx K | Other securities | — | — | $528K | 5.0% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $457K | 4.4% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $424K | 4.1% | |
| State Street State Street Cap Eq ExUS Idx K | Common Collective Trusts | — | — | $413K | 3.9% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $338K | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $314K | 3.0% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $289K | 2.8% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $212K | 2.0% | |
| ` TIAA Stable Value | Stable Value | — | — | $159K | 1.5% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $112K | 1.1% | |
| State Street State Street Sm Md Cp Eq Idx K | Common Collective Trusts | — | — | $64K | 0.6% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $60K | 0.6% | |
| State Street State Street Aggrgte Bnd Idx K | Common Collective Trusts | — | — | $56K | 0.5% | |
| Participants Participant Loans Rates from 4.25% to 9.25% | Bonds / Notes | — | — | $53K | 0.5% | |
| Schwab Treas Infl Prot Sec Idx | Common Collective Trusts | — | — | $45K | 0.4% | |
| Participants Participant Loans Rates from 4.25% to 5.00% | Bonds / Notes | — | — | $44K | 0.4% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $40K | 0.4% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $39K | 0.4% | |
| Blackrock iShares Developd Real Est Ix K | Other securities | — | — | $24K | 0.2% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $11K | 0.1% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Devlopd Mkts Idx Adm | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
