The Foundation Schools' EIN is 23-7425256.
Download the official 2024 Form 5500 (PDF) for The Foundation Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Foundation Schools' plan includes a 403(b) annuity, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT MANAGER | $9K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF STOCK R1 X2 Variable Annuity Account | Mutual Funds | — | — | $4.5M | 15.9% | |
| TIAA TRADITIONAL NON BENEFIT RESPONSIVE NBR Insurance General Account | Mutual Funds | — | — | $2.6M | 9.4% | |
| CREF EQUITY INDEX R1 X8 Variable Annuity Account | Common Collective Trusts | — | — | $1.5M | 5.2% | |
| T. ROWE PRICE RET 2035 ADV Mutual Fund | Other securities | — | — | $1.4M | 5.0% | |
| CREF GLOBAL EQUITIES R1 X6 Variable Annuity Account | Mutual Funds | — | — | $1.4M | 5.0% | |
| CREF GROWTH R1 X7 Variable Annuity Account | Mutual Funds | — | — | $1.3M | 4.7% | |
| CREF CORE BOND R1 Variable Annuity Account | Mutual Funds | — | — | $1.3M | 4.5% | |
| TIAA TRADITIONAL BENEFIT RESPONSIVE BR1 Insurance General Account | Mutual Funds | — | — | $1.2M | 4.3% | |
| T. ROWE PRICE RET 2025 ADV Mutual Fund | Other securities | — | — | $789K | 2.8% | |
| T. ROWE PRICE RET 2050 ADV Mutual Fund | Other securities | — | — | $723K | 2.6% | |
| T. ROWE PRICE RET 2045 ADV Mutual Fund | Other securities | — | — | $677K | 2.4% | |
| T. ROWE PRICE RET 2030 ADV Mutual Fund | Other securities | — | — | $646K | 2.3% | |
| CALAMOS GLOBAL EQUITY I Mutual Fund | Other securities | — | — | $635K | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $635K | 2.3% | |
| CREF SOCIAL CHOICE R1 X4 Variable Annuity Account | Mutual Funds | — | — | $586K | 2.1% | |
| T. ROWE PRICE RET 2040 ADV Mutual Fund | Other securities | — | — | $536K | 1.9% | |
| COHEN&STEERS INST REALTY SHAR Mutual Fund | Other securities | — | — | $456K | 1.6% | |
| HARTFORD CLIMATE OPPORTUNIT R6 Mutual Fund | Other securities | — | — | $430K | 1.5% | |
| VANGUARD VALUE INDEX ADM Mutual Fund | Mutual Funds | — | — | $390K | 1.4% | |
| TIAA ACCESS NUV INTL EQUITY T4 Mutual Fund | Mutual Funds | — | — | $364K | 1.3% | |
| TIAA ACCESS NUV LRG CAP VAL T4 Mutual Fund | Mutual Funds | — | — | $331K | 1.2% | |
| TIAA TRADITIONAL BENEFIT RESPONSIVE 2 BR2 Insurance General Account | Mutual Funds | — | — | $326K | 1.2% | |
| T. ROWE PRICE RET 2055 ADV Mutual Fund | Other securities | — | — | $305K | 1.1% | |
| TROWEPRICE RETIREMENT 2060AD Mutual Fund | Other securities | — | — | $305K | 1.1% | |
| TIAA ACCESS NUV LIFCYC 2030 T4 Mutual Fund | Mutual Funds | — | — | $289K | 1.0% | |
| TIAA ACCESS NUV CP BL IX T4 Mutual Fund | Mutual Funds | — | — | $278K | 1.0% | |
| TIAA ACCESS NUV LIFCYC 2050 T4 Mutual Fund | Mutual Funds | — | — | $273K | 1.0% | |
| TIAA ACCESS NUV LIFCYC 2025 T4 Mutual Fund | Mutual Funds | — | — | $269K | 1.0% | |
| PGIM HIGH YIELD R6 Mutual Fund | Other securities | — | — | $251K | 0.9% | |
| PLAN LOAN DEFAULT FUND 98 Insurance General Account | Other securities | — | — | $227K | 0.8% | |
| TIAA ACCESS NUV MID CAP VAL T4 Mutual Fund | Mutual Funds | — | — | $218K | 0.8% | |
| CREF INFLATION-LINKED BOND R1 X9 Variable Annuity Account | Mutual Funds | — | — | $215K | 0.8% | |
| LORD ABBETT SHORT DUR INCOME A Mutual Fund | Mutual Funds | — | — | $212K | 0.8% | |
| TIAA ACCESS NUV RLESTSECSEL T4 Mutual Fund | Mutual Funds | — | — | $198K | 0.7% | |
| PARTICIPANT LOAN FUND Participant Loans*** - | Participant loans | — | — | $188K | 0.7% | |
| TIAA STABLE VALUE SA Insurance General Account | Stable Value | — | — | $182K | 0.6% | |
| MASSMUTUAL MID CAP GROWTH I Mutual Fund | Other securities | — | — | $177K | 0.6% | |
| CULLEN EMERGING MRKT HIGH DV I Mutual Fund | Other securities | — | — | $175K | 0.6% | |
| TIAA ACCESS NUV CORE EQUITY T4 Mutual Fund | Mutual Funds | — | — | $158K | 0.6% | |
| CREF MONEY MARKET R1 X3 Variable Annuity Account | Mutual Funds | — | — | $149K | 0.5% | |
| TIAA ACCESS NUV LIFCYC 2035 T4 Mutual Fund | Mutual Funds | — | — | $145K | 0.5% | |
| VANGUARD MID-CAP VALUE IDX ADM Mutual Fund | Common Collective Trusts | — | — | $133K | 0.5% | |
| TIAA ACCESS NUV SM CP EQ T4 Mutual Fund | Mutual Funds | — | — | $123K | 0.4% | |
| ALLSPRING REAL RETURN R6 Mutual Fund | Other securities | — | — | $121K | 0.4% | |
| TIAA ACCESS NUV LIFCYC 2045 T4 Mutual Fund | Mutual Funds | — | — | $101K | 0.4% | |
| NUVEEN QUANT SM CP EQ RETIRE Mutual Fund | Mutual Funds | — | — | $81K | 0.3% | |
| COLUMBIA LARGE CAP INDEX FD A Mutual Fund | Other securities | — | — | $75K | 0.3% | |
| EATON VAN SH DR INF PRT INC I Mutual Fund | Common Stocks | — | — | $65K | 0.2% | |
| TIAA ACCESS NUV MID CAP GRW T4 Mutual Fund | Mutual Funds | — | — | $61K | 0.2% | |
| T ROWE PRICE SMALL CAP VALUE Mutual Fund | Mutual Funds | — | — | $57K | 0.2% |
