Frank Aloise Jr. signed Springside Chestnut Hill Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Springside Chestnut Hill Academy's EIN is 23-1352681.
Download the official 2024 Form 5500 (PDF) for Springside Chestnut Hill Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Springside Chestnut Hill 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. AND ANN ASSOC | 13-1624203 | — | RECORDKEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | INVESTMENT ADVISOR | $37K | — |
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 | — | — | $14.6M | 16.5% | |
| TIAA-CREF CREF Stock Fund | Mutual Funds | — | — | $9.9M | 11.2% | |
| Nuveen Lifecycle Index 2045 T4 | Mutual Funds | — | — | $4.9M | 5.6% | |
| Nuveen Lifecycle Index 2035 T4 | Mutual Funds | — | — | $4.3M | 4.9% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.1M | 4.7% | |
| Nuveen Lifecycle Index 2050 T4 | Mutual Funds | — | — | $3.7M | 4.2% | |
| Nuveen Lifecycle Index 2030 T4 | Mutual Funds | — | — | $3.2M | 3.6% | |
| Nuveen Lifecycle Index 2040 T4 | Mutual Funds | — | — | $2.9M | 3.2% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $2.7M | 3.1% | |
| TIAA-CREF CREF Growth Fund | Mutual Funds | — | — | $2.6M | 3.0% | |
| Vanguard Mid-Cap Index Inst | Mutual Funds | — | — | $2.5M | 2.8% | |
| Nuveen Lifecycle Index 2025 T4 | Mutual Funds | — | — | $2.4M | 2.8% | |
| TIAA-CREF CREF Global Equities Fund | Mutual Funds | — | — | $2.3M | 2.6% | |
| Delaware Ivy International Core Equity I | Other securities | — | — | $2.3M | 2.6% | |
| TIAA-REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.2M | 2.5% | |
| PGIM Total Return Bond Z | Other securities | — | — | $2.1M | 2.4% | |
| AF New Perspective Fund R4 | Other securities | — | — | $2.1M | 2.4% | |
| TIAA-CREF CREF Equity Index Fund | Common Collective Trusts | — | — | $2.0M | 2.3% | |
| AF Washington Mutual Inv R4 | Other securities | — | — | $1.5M | 1.7% | |
| Nuveen Lifecycle Index 2020 T4 | Mutual Funds | — | — | $1.3M | 1.5% | |
| Vanguard Dividend Growth Inv | Mutual Funds | — | — | $1.3M | 1.5% | |
| TIAA-CREF TIAA Traditional Benefit Responsive Annuity | Mutual Funds | — | — | $1.2M | 1.4% | |
| AB Large Cap Growth Fund I | Other securities | — | — | $1.1M | 1.3% | |
| Nuveen Lifecycle Index 2055 T4 | Mutual Funds | — | — | $1.1M | 1.2% | |
| TIAA-CREF CREF Core Bond Fund | Mutual Funds | — | — | $960K | 1.1% | |
| TIAA-CREF TIAA Stable Value | Stable Value | — | — | $922K | 1.0% | |
| Vanguard REIT Index Admiral | Mutual Funds | — | — | $915K | 1.0% | |
| TIAA-CREF CREF Money Market Fund | Mutual Funds | — | — | $838K | 0.9% | |
| PIMCO Real Return Inst. Class | Mutual Funds | — | — | $797K | 0.9% | |
| TIAA-CREF CREF Social Choice Fund | Mutual Funds | — | — | $740K | 0.8% | |
| Nuveen Large Cap Responsible Equity Retirement Index | Mutual Funds | — | — | $658K | 0.7% | |
| AF New World R6 | Other securities | — | — | $501K | 0.6% | |
| T. Rowe Price T. Rowe Price Global Technology | Other securities | — | — | $395K | 0.4% | |
| Janus Henderson Janus Triton T | Mutual Funds | — | — | $391K | 0.4% | |
| Janus Henderson Janus Balanced Fund T | Mutual Funds | — | — | $304K | 0.3% | |
| Participant Loans, 4.25 – 9.50% | Bonds / Notes | — | — | $290K | 0.3% | |
| TIAA-CREF CREF Inflation-Linked Bond Fund | Mutual Funds | — | — | $243K | 0.3% | |
| Nuveen Lifecycle Retirement Index | Mutual Funds | — | — | $227K | 0.3% | |
| JP Morgan JP Morgan Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $210K | 0.2% | |
| Nuveen Lifecycle Index 2060 T4 | Mutual Funds | — | — | $204K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Small Cap Equity T4 | Mutual Funds | — | — | $171K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Intl Equity T4 | Mutual Funds | — | — | $166K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Large Cap Value T4 | Mutual Funds | — | — | $118K | 0.1% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2030 | Mutual Funds | — | — | $106K | 0.1% | |
| TIAA-CREF TIAA Access Nuveen Large Cap Growth T4 | Mutual Funds | — | — | $104K | 0.1% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2040 | Mutual Funds | — | — | $103K | 0.1% | |
| TIAA-CREF TIAA Access Nuveen Small Cap Bl Index T4 | Mutual Funds | — | — | $52K | <0.1% | |
| TIAA-CREF TIAA Access Nuveen Mid-Cap Value T4 | Mutual Funds | — | — | $48K | <0.1% | |
| TIAA-CREF TIAA Access Nuveen Mid-Cap Growth T4 | Mutual Funds | — | — | $44K | <0.1% | |
| TIAA-CREF TIAA Access Nuveen Real Estate Secs T4 | Mutual Funds | — | — | $40K | <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 |
|---|---|---|---|---|---|
| TAIT WELLER & BAKER | 23-1144520 | — | AUDITOR | $10K | — |
