Susie Fiorello signed Paideia School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paideia School's EIN is 23-7089522.
Download the official 2024 Form 5500 (PDF) for Paideia School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paideia 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INS AND ANNUITY ASSOC | 13-1624203 | — | CONTRACT ADMINISTRATOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fixed Annuity Contracts * TIAA Traditional Annuity Contracts NFBR (RA, RC) | Mutual Funds | — | — | $8.3M | 10.3% | |
| CREF Stock R2 | Mutual Funds | — | — | $7.9M | 9.8% | |
| Nuveen Lifecycle Index 2035 I | Mutual Funds | — | — | $7.6M | 9.5% | |
| Nuveen Equity Index R6 | Common Collective Trusts | — | — | $6.0M | 7.4% | |
| Nuveen Lifecycle Index 2040 I | Mutual Funds | — | — | $4.5M | 5.6% | |
| CREF Growth R2 | Mutual Funds | — | — | $4.2M | 5.2% | |
| Nuveen Lifecycle Index 2030 I | Mutual Funds | — | — | $3.8M | 4.7% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $3.2M | 4.0% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $3.1M | 3.9% | |
| Nuveen Lifecycle Index 2025 I | Mutual Funds | — | — | $3.0M | 3.8% | |
| TIAA Traditional Annuity Contracts FBR (GSRA, SRA, RCP) | Mutual Funds | — | — | $2.8M | 3.5% | |
| Nuveen Lifecycle Index 2045 I | Mutual Funds | — | — | $2.4M | 3.0% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $2.3M | 2.9% | |
| T. Rowe T Rowe Price Overseas Stock I | Mutual Funds | — | — | $2.3M | 2.8% | |
| Nuveen Lifecycle Index 2050 I | Mutual Funds | — | — | $2.3M | 2.8% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $2.1M | 2.6% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $1.7M | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.5M | 1.8% | |
| Registered Investments * CREF Bond Market R2 | Mutual Funds | — | — | $1.2M | 1.5% | |
| American Cent MdCpVa Fd Cia R6 | Other securities | — | — | $1.1M | 1.3% | |
| Nuveen Lifecycle Index 2015 I | Mutual Funds | — | — | $1.0M | 1.3% | |
| TIAA Stable Value | Stable Value | — | — | $912K | 1.1% | |
| Dimensional DFA Emerging Market Core Equity | Mutual Funds | — | — | $892K | 1.1% | |
| Nuveen Lifecycle Index 2020 I | Mutual Funds | — | — | $846K | 1.0% | |
| Principal Real Estate Sec Inst | Other securities | — | — | $812K | 1.0% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $811K | 1.0% | |
| Nuveen Lifecycle Index 2055 I | Mutual Funds | — | — | $640K | 0.8% | |
| Wasatch Core Growth Fund Instl | Other securities | — | — | $537K | 0.7% | |
| Victory Syc Small Comp Opp I | Other securities | — | — | $533K | 0.7% | |
| Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $445K | 0.6% | |
| Invesco Oppen Developing Mkts R6 66 Metropolitan West Tot Ret Bd I 114 MFS Growth Fund Class R6 | Mutual Funds | — | — | $384K | 0.5% | |
| Nuveen Lifecycle Index 2010 I | Mutual Funds | — | — | $355K | 0.4% | |
| CREF Money Market R2 | Mutual Funds | — | — | $350K | 0.4% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $345K | 0.4% | |
| Participant Loans Interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $295K | 0.4% | |
| Nuveen Lifecycle Index 2060 I | Mutual Funds | — | — | $182K | 0.2% | |
| Nuveen Lifecycle Index 2065 I | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
