Kathryn Davison signed Montclair Kimberley Academy Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Montclair Kimberley Academy Foundation's EIN is 23-7365263.
Download the official 2024 Form 5500 (PDF) for Montclair Kimberley Academy Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montclair Kimberley Academy Foundation'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 ADMIN. | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | INVESTMENT ADVISOR | $120K | — |
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 Traditional | Mutual Funds | — | — | $18.0M | 16.6% | |
| CREF Stock | Mutual Funds | — | — | $15.1M | 13.9% | |
| Nuveen Lifecycle Idx 2040 Inst | Common Collective Trusts | — | — | $5.5M | 5.0% | |
| Nuveen Lifecycle Idx 2045 Inst | Common Collective Trusts | — | — | $5.3M | 4.9% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $5.1M | 4.7% | |
| CREF Global Equities | Mutual Funds | — | — | $4.6M | 4.3% | |
| CREF Growth | Mutual Funds | — | — | $4.4M | 4.0% | |
| Vanguard Developed Markets Index Adm | Mutual Funds | — | — | $4.0M | 3.7% | |
| Nuveen Lifecycle Idx 2035 Inst | Common Collective Trusts | — | — | $4.0M | 3.7% | |
| Nuveen Lifecycle Idx 2030 Inst | Common Collective Trusts | — | — | $4.0M | 3.7% | |
| CREF Equity Index | Common Collective Trusts | — | — | $3.8M | 3.5% | |
| CREF Social Choice | Mutual Funds | — | — | $3.5M | 3.2% | |
| Nuveen Lifecycle Idx 2050 Inst | Common Collective Trusts | — | — | $3.0M | 2.7% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.7M | 2.5% | |
| Nuveen Lifecycle Idx 2025 Inst | Common Collective Trusts | — | — | $2.4M | 2.2% | |
| DFA US Core Equity 1 Inst | Mutual Funds | — | — | $2.3M | 2.2% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $1.8M | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 1.5% | |
| T Rowe Price T Rowe Price Value | Mutual Funds | — | — | $1.6M | 1.5% | |
| CREF Core Bond | Mutual Funds | — | — | $1.5M | 1.4% | |
| Parnassus Endeavor Fund | Other securities | — | — | $1.5M | 1.4% | |
| Nuveen Lifecycle Idx 2055 Inst | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| Nuveen Lifecycle Idx 2060 Inst | Common Collective Trusts | — | — | $1.0M | 0.9% | |
| CREF Money Market | Mutual Funds | — | — | $890K | 0.8% | |
| CREF Inflation-linked Bond | Mutual Funds | — | — | $835K | 0.8% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $810K | 0.7% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $789K | 0.7% | |
| TIAA Stable Value | Stable Value | — | — | $742K | 0.7% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $677K | 0.6% | |
| American Funds American Funds Inc Fd of Amer R6 | Mutual Funds | — | — | $619K | 0.6% | |
| Nuveen Lifecycle Idx 2020 Inst | Common Collective Trusts | — | — | $604K | 0.6% | |
| s: (continued) JP Morgan JP Morgan Mid Cap Growth Select | Mutual Funds | — | — | $603K | 0.6% | |
| American Century American Century Mid Cap Value I | Other securities | — | — | $546K | 0.5% | |
| DFA US Targeted Val Port Instl | Mutual Funds | — | — | $523K | 0.5% | |
| PIMCO Real Return Inst Class | Mutual Funds | — | — | $466K | 0.4% | |
| Vanguard Short Term Invest Gd Adm | Mutual Funds | — | — | $417K | 0.4% | |
| Nuveen Lifecycle Idx Ret Income Inv | Common Collective Trusts | — | — | $409K | 0.4% | |
| Janus Henderson Triton I | Mutual Funds | — | — | $396K | 0.4% | |
| BlackRock High Yield Bd Instl | Other securities | — | — | $356K | 0.3% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $226K | 0.2% | |
| Nuveen Lifecycle Idx 2065 Inst | Common Collective Trusts | — | — | $30K | <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 |
|---|---|---|---|---|---|
| EISNER AMPER LLP | 87-1363769 | — | AUDITOR | $18K | — |
