Emerson School's EIN is 23-7442766.
Download the official 2024 Form 5500 (PDF) for Emerson School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emerson School's plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF ANN ARBOR | 38-3252110 | — | CONSULTANT | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF CREF Stock R1 | Mutual Funds | — | — | $3.5M | 18.4% | |
| Investment contracts with an insurance company * TIAA-CREF TIAA Traditional, not-fully benefit-responsive, Insurance Company interest rate 5.50% as of December 31, 2024 | Mutual Funds | — | — | $1.8M | 9.3% | |
| TIAA-CREF CREF Growth R1 | Mutual Funds | — | — | $1.1M | 6.0% | |
| American Funds American Funds 2035 Target Date Retirement R6 | Mutual Funds | — | — | $1.1M | 5.8% | |
| American Funds American Funds 2045 Target Date Retirement R6 | Mutual Funds | — | — | $1.1M | 5.6% | |
| TIAA-CREF CREF Global Equities R1 | Mutual Funds | — | — | $788K | 4.2% | |
| Fully benefit-responsive investment contracts with an insurance company * TIAA-CREF TIAA Traditional, fully benefit-responsive, Insurance Company interest rate 4.75% as of December 31, 2024 | Mutual Funds | — | — | $752K | 4.0% | |
| American Funds American Funds 2030 Target Date Retirement R6 | Mutual Funds | — | — | $744K | 3.9% | |
| Parnassus Core Equity Institutional | Other securities | — | — | $647K | 3.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $430K | 2.3% | |
| American Funds American Funds 2040 Target Date Retirement R6 | Mutual Funds | — | — | $343K | 1.8% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $340K | 1.8% | |
| TIAA-CREF TIAA Access Nuveen Core Equity T4 | Mutual Funds | — | — | $317K | 1.7% | |
| American Funds American Funds Balanced Fund R6 | Mutual Funds | — | — | $314K | 1.7% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $304K | 1.6% | |
| Victory Capital Management Inc. Victory Sycamore Established Value R6 | Common Stocks | — | — | $295K | 1.6% | |
| American Funds American Funds 2055 Target Date Retirement R6 | Mutual Funds | — | — | $289K | 1.5% | |
| American Funds American Funds 2025 Target Date Retirement R6 | Mutual Funds | — | — | $283K | 1.5% | |
| TIAA-CREF TIAA Access Nuveen Large Cap Growth T4 | Mutual Funds | — | — | $268K | 1.4% | |
| TIAA-CREF CREF Equity Index R1 | Common Collective Trusts | — | — | $265K | 1.4% | |
| Vanguard Intermediate-Term Bond Index Admiral | Mutual Funds | — | — | $253K | 1.3% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2045 T4 | Mutual Funds | — | — | $249K | 1.3% | |
| TIAA-CREF TIAA Stable Value, fully benefit-responsive, Insurance Company interest rate 2.80% as of December 31, 2024 | Stable Value | — | — | $219K | 1.2% | |
| TIAA-CREF CREF Core Bond R1 | Mutual Funds | — | — | $214K | 1.1% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $213K | 1.1% | |
| American Funds American Funds 2050 Target Date Retirement R6 | Mutual Funds | — | — | $186K | 1.0% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $183K | 1.0% | |
| American Funds American Funds 2060 Target Date Retirement R6 | Mutual Funds | — | — | $165K | 0.9% | |
| TIAA-CREF CREF Social Choice R1 | Mutual Funds | — | — | $159K | 0.8% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $116K | 0.6% | |
| TIAA-CREF TIAA Access Nuveen Real Estate Securities Select T4 | Mutual Funds | — | — | $112K | 0.6% | |
| TIAA-CREF TIAA Access Nuveen Large Cap Value T4 | Mutual Funds | — | — | $107K | 0.6% | |
| Principal Funds Principal Mid Cap Fund Class R6 | Other securities | — | — | $105K | 0.6% | |
| MFS International Growth Class R6 | Mutual Funds | — | — | $104K | 0.6% | |
| TIAA-CREF TIAA Access Nuveen International Equity T4 | Mutual Funds | — | — | $103K | 0.5% | |
| American Funds American Funds Income Fund of America R6 | Mutual Funds | — | — | $99K | 0.5% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2035 T4 | Mutual Funds | — | — | $98K | 0.5% | |
| Victory Capital Management Inc. Pioneer Fundamental Growth K | Common Stocks | — | — | $95K | 0.5% | |
| TIAA-CREF CREF Money Market Fund R1 | Mutual Funds | — | — | $90K | 0.5% | |
| Virtus KAR Small Cap Growth R6 | Other securities | — | — | $80K | 0.4% | |
| TIAA-CREF TIAA Access Nuveen Mid Cap Growth T4 | Mutual Funds | — | — | $78K | 0.4% | |
| TIAA-CREF TIAA Access Nuveen Large Cap Responsible Equity T4 | Mutual Funds | — | — | $71K | 0.4% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $69K | 0.4% | |
| TIAA-CREF TIAA Access Nuveen Mid Cap Value T4 | Mutual Funds | — | — | $67K | 0.4% | |
| American Funds American Funds 2020 Target Date Retirement R6 | Mutual Funds | — | — | $66K | 0.4% | |
| TIAA-CREF TIAA Access Nuveen Equity Index T4 | Common Collective Trusts | — | — | $56K | 0.3% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $53K | 0.3% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $52K | 0.3% | |
| TIAA-CREF TIAA Access Nuveen Core Plus Bond T4 | Mutual Funds | — | — | $48K | 0.3% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2040 T4 | Mutual Funds | — | — | $45K | 0.2% |
