DREW Cahan signed Solebury School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solebury School's EIN is 23-1365969.
Download the official 2024 Form 5500 (PDF) for Solebury School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solebury School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Similar Party Description of Investment Cost ** Value * CREF Stock R1 | Mutual Funds | — | — | $5.1M | 22.8% | |
| CREF Growth R1 | Mutual Funds | — | — | $3.5M | 15.6% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $3.1M | 13.9% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $2.7M | 11.9% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.7M | 7.4% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $1.3M | 6.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $841K | 3.8% | |
| TIAA Access Lifecycle 2050 | Mutual Funds | — | — | $631K | 2.8% | |
| TIAA Traditional Fully Benefit Responsive | Mutual Funds | — | — | $574K | 2.6% | |
| TIAA CREF Core Bond R1 | Mutual Funds | — | — | $565K | 2.5% | |
| TIAA Access Lifecycle 2035 | Mutual Funds | — | — | $484K | 2.2% | |
| CREF Money Market R1 | Mutual Funds | — | — | $367K | 1.6% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $298K | 1.3% | |
| TIAA Access Lifecycle 2015 | Mutual Funds | — | — | $254K | 1.1% | |
| TIAA Access Lifecycle 2055 | Mutual Funds | — | — | $225K | 1.0% | |
| TIAA Access Lifecycle 2040 | Mutual Funds | — | — | $219K | 1.0% | |
| TIAA Access Lifecycle 2030 | Mutual Funds | — | — | $217K | 1.0% | |
| TIAA Access Lifecycle 2060 | Mutual Funds | — | — | $183K | 0.8% | |
| TIAA Access Lifecycle 2045 | Mutual Funds | — | — | $78K | 0.3% | |
| TIAA Access Lifecycle 2020 | Mutual Funds | — | — | $57K | 0.3% | |
| TIAA Access Lifecycle 2025 | Mutual Funds | — | — | $46K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
