Alyssa Rickels signed The Philadelphia School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Philadelphia School's EIN is 23-7091186.
Download the official 2024 Form 5500 (PDF) for The Philadelphia School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Philadelphia School's plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA), a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST FINANCIAL GROUP | — | TANNERSVILLE, PA | INVESTMENT MANAGEMENT | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Lifestrategy Moderate - | Mutual Funds | — | — | $3.2M | 15.6% | |
| Vanguard 500 Index Admiral - | Common Collective Trusts | — | — | $3.0M | 14.2% | |
| TIAA-CREF CREF Stock R1 - | Mutual Funds | — | — | $1.9M | 9.1% | |
| Growth Fund Vanguard Lifestrategy Growth Fund - | Mutual Funds | — | — | $1.7M | 8.2% | |
| TIAA-CREF TIAA Traditional Non-Benefit - | Mutual Funds | — | — | $1.5M | 7.1% | |
| TIAA-CREF CREF Growth R1 - | Mutual Funds | — | — | $1.1M | 5.5% | |
| value * TIAA-CREF TIAA Traditional Benefit Responsive - | Mutual Funds | — | — | $1.1M | 5.2% | |
| Vanguard Total Bond Market Index - | Mutual Funds | — | — | $977K | 4.7% | |
| Growth Fund Vanguard Mid-Cap Index Fund Admiral - | Common Collective Trusts | — | — | $733K | 3.5% | |
| Admr Vanguard Total Int'l Stock Index Fund - | Common Collective Trusts | — | — | $721K | 3.5% | |
| TIAA-CREF CREF Global Equities R1 - | Mutual Funds | — | — | $630K | 3.0% | |
| Vanguard Small Cap Index Admiral - | Mutual Funds | — | — | $623K | 3.0% | |
| The Standard The Standard Stable Asset Fund II - | Other securities | — | — | $606K | 2.9% | |
| TIAA-CREF CREF Equity Index R1 - | Common Collective Trusts | — | — | $470K | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $423K | 2.0% | |
| Index Admiral Vanguard High-Yield Corporate - | Mutual Funds | — | — | $377K | 1.8% | |
| TIAA-CREF CREF Social Choice - | Mutual Funds | — | — | $372K | 1.8% | |
| Vanguard Emerging Markets Stock - | Mutual Funds | — | — | $269K | 1.3% | |
| Adm Vanguard Lifestrategy Conservative - | Mutual Funds | — | — | $248K | 1.2% | |
| TIAA-CREF CREF Money Market - | Mutual Funds | — | — | $146K | 0.7% | |
| Vanguard Real Estate Index Admiral - | Mutual Funds | — | — | $139K | 0.7% | |
| TIAA-CREF CREF Core Bond Market R1 - | Mutual Funds | — | — | $101K | 0.5% | |
| contract value * Note receivable from Interest rates of 5.25% - 10.50% - | Bonds / Notes | — | — | $90K | 0.4% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 - | Mutual Funds | — | — | $72K | 0.3% | |
| Admiral Vanguard Inflation-Protected Securities - | Mutual Funds | — | — | $53K | 0.3% | |
| TIAA-CREF TIAA Access Int'l Equity T4 - | Mutual Funds | — | — | $32K | 0.2% | |
| TIAA-CREF TIAA Access Nuv LgCp Res Eq T4 - | Mutual Funds | — | — | $28K | 0.1% | |
| TIAA-CREF TIAA Access Lg-Cap Val T4 - | Mutual Funds | — | — | $28K | 0.1% | |
| Vanguard Lifestrategy Income Fund - | Mutual Funds | — | — | $26K | 0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Val T4 - | Mutual Funds | — | — | $21K | 0.1% | |
| TIAA-CREF TIAA Access Nuv Core Equity T4 - | Mutual Funds | — | — | $19K | <0.1% | |
| TIAA-CREF TIAA Access Sm-Cap Bl Idx T4 - | Common Collective Trusts | — | — | $17K | <0.1% | |
| TIAA-CREF TIAA Access Lg-Cap Gr T4 - | Mutual Funds | — | — | $12K | <0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Gr T4 - | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA-CREF TIAA Access Real Est Secs T4 - | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2035 T4 - | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA-CREF TIAA Access Core Bond Plus T4 - | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2030 T4 - | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA-CREF TIAA Access Quant Sml Cap Eq T4 - | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
