Michele Todd signed The Haverford School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Haverford School's EIN is 23-1352646.
Download the official 2024 Form 5500 (PDF) for The Haverford School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Haverford 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 | 13-1624203 | — | CONTRACT ADMINISTRATOR | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | INVESTMENT ADVISOR | $58K | — |
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 TIAA Traditional Non-Benefit Responsive Annuity | Mutual Funds | — | — | $12.0M | 11.8% | |
| TIAA-CREF CREF Stock Fund | Mutual Funds | — | — | $7.2M | 7.1% | |
| TIAA-CREF Nuveen Lifecycle Index 2035 Inst | Mutual Funds | — | — | $5.9M | 5.8% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $5.8M | 5.7% | |
| American Funds American EuroPac Growth | Mutual Funds | — | — | $5.3M | 5.3% | |
| TIAA-CREF Nuveen Lifecycle Index 2040 Inst | Mutual Funds | — | — | $4.8M | 4.7% | |
| TIAA-CREF Nuveen Lifecycle Index 2050 Inst | Mutual Funds | — | — | $4.6M | 4.6% | |
| TIAA-CREF Nuveen Lifecycle Index 2030 Inst | Mutual Funds | — | — | $4.6M | 4.5% | |
| TIAA-CREF Nuveen Lifecycle Index 2045 Inst | Mutual Funds | — | — | $3.8M | 3.8% | |
| Alliance Bernstein AB Large Cap Growth Fund | Other securities | — | — | $3.6M | 3.6% | |
| Dimensional Fund Advisors DFA US Core Equity 1 Inst | Mutual Funds | — | — | $3.6M | 3.5% | |
| TIAA-CREF CREF Growth Fund | Mutual Funds | — | — | $3.2M | 3.1% | |
| TIAA-CREF Nuveen Bond Index | Mutual Funds | — | — | $3.1M | 3.0% | |
| TIAA-CREF TIAA Traditional Benefit Responsive Annuity | Mutual Funds | — | — | $2.7M | 2.7% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $2.5M | 2.5% | |
| TIAA-CREF CREF Equity Index Fund | Common Collective Trusts | — | — | $2.5M | 2.4% | |
| TIAA-CREF Nuveen Lifecycle Index 2020 Inst | Mutual Funds | — | — | $2.2M | 2.2% | |
| TIAA-CREF Nuveen Lifecycle Index 2025 Inst | Mutual Funds | — | — | $2.1M | 2.1% | |
| TIAA-CREF CREF Global Equities Fund | Mutual Funds | — | — | $2.1M | 2.1% | |
| Principal Funds Principal Mid Cap Institutional | Other securities | — | — | $2.0M | 2.0% | |
| American Funds American Washington Mutual Inv | Mutual Funds | — | — | $2.0M | 1.9% | |
| TIAA-CREF TIAA Stable Value | Stable Value | — | — | $1.8M | 1.8% | |
| TIAA-CREF Nuveen Lifecycle Index 2055 Inst | Mutual Funds | — | — | $1.3M | 1.3% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $1.2M | 1.2% | |
| Parnassus Endeavor Fund Inst | Other securities | — | — | $1.1M | 1.1% | |
| TIAA-CREF CREF Bond Market Fund | Mutual Funds | — | — | $1.0M | 1.0% | |
| PIMCO Real Return Inst Class | Mutual Funds | — | — | $975K | 1.0% | |
| Dimensional Fund Advisors DFA US Targeted Value Port NST | Mutual Funds | — | — | $761K | 0.7% | |
| TIAA-CREF CREF Social Choice Fund | Mutual Funds | — | — | $654K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $632K | 0.6% | |
| TIAA-CREF Nuveen Lifecycle Index 2060 Inst | Mutual Funds | — | — | $504K | 0.5% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2030 | Mutual Funds | — | — | $473K | 0.5% | |
| American Century Investments Am Century Mid Cap Value Inv | Other securities | — | — | $441K | 0.4% | |
| TIAA-CREF CREF Inflation-Linked Bond Fund | Mutual Funds | — | — | $429K | 0.4% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID Cap | Other securities | — | — | $423K | 0.4% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2035 | Mutual Funds | — | — | $408K | 0.4% | |
| TIAA-CREF CREF Money Market Fund | Mutual Funds | — | — | $401K | 0.4% | |
| Janus Henderson Triton I | Mutual Funds | — | — | $386K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle Index 2015 Inst | Mutual Funds | — | — | $377K | 0.4% | |
| Loans to Participants, 4.25% - 9.50% | Bonds / Notes | — | — | $347K | 0.3% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2045 | Mutual Funds | — | — | $330K | 0.3% | |
| TIAA-CREF Nuveen Lifecycle Index 2010 Inst | Mutual Funds | — | — | $235K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Intl Equity | Mutual Funds | — | — | $233K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Large Cap Val | Mutual Funds | — | — | $179K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2010 | Mutual Funds | — | — | $167K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Mid Cap Value | Mutual Funds | — | — | $156K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Quant Small Cap Equity | Mutual Funds | — | — | $148K | 0.1% | |
| TIAA-CREF TIAA Access Nuveen Real Estate Sec | Mutual Funds | — | — | $120K | 0.1% | |
| TIAA-CREF TIAA Access Nuveen Core Equity | Mutual Funds | — | — | $104K | 0.1% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $103K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
