Karen Wertz signed Germantown Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Germantown Academy's EIN is 23-1352639.
Download the official 2024 Form 5500 (PDF) for Germantown Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Germantown Academy'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-TEACHERS INS & ANN ASSOC | 13-1624203 | — | NONE | $57K | — |
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.
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