AMY Szlachetka signed Shady SIDE Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shady SIDE Academy's EIN is 25-0965561.
Download the official 2024 Form 5500 (PDF) for Shady SIDE Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shady SIDE Academy'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 | — | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HENDERSON BROS. RET. PLAN SERV. | 20-4683855 | — | ADVISOR | $87K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | 25-1408703 | — | AUDITOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive N/A | Mutual Funds | — | — | $14.5M | 19.3% | |
| CREF Stock R2 N/A | Mutual Funds | — | — | $7.0M | 9.4% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2035 Premier N/A | Mutual Funds | — | — | $5.6M | 7.5% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2045 Premier N/A | Mutual Funds | — | — | $5.3M | 7.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2030 Premier N/A | Mutual Funds | — | — | $5.3M | 7.1% | |
| BlackRock iShares S&P 500 Indx Fd Inst N/A | Common Collective Trusts | — | — | $3.2M | 4.2% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2050 Premier N/A | Mutual Funds | — | — | $3.0M | 4.0% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2040 Premier N/A | Mutual Funds | — | — | $2.5M | 3.4% | |
| CREF Global Equities R2 N/A | Mutual Funds | — | — | $2.4M | 3.1% | |
| CREF Growth R2 N/A | Mutual Funds | — | — | $2.3M | 3.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2025 Premier N/A | Mutual Funds | — | — | $2.1M | 2.9% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2020 Premier N/A | Mutual Funds | — | — | $1.5M | 2.1% | |
| CREF Stock R1 N/A | Mutual Funds | — | — | $1.4M | 1.9% | |
| CREF Equity Index R2 N/A | Common Collective Trusts | — | — | $1.3M | 1.7% | |
| CREF Social Choice R2 N/A | Mutual Funds | — | — | $1.3M | 1.7% | |
| TIAA Traditional Benefit Responsive N/A | Mutual Funds | — | — | $1.2M | 1.6% | |
| TIAA Traditional Non Benefit Responsive 2 N/A | Mutual Funds | — | — | $1.0M | 1.4% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2055 Premier N/A | Mutual Funds | — | — | $919K | 1.2% | |
| Nuveen, a TIAA Company Nuveen International Equity Index Fund N/A | Common Collective Trusts | — | — | $896K | 1.2% | |
| College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx Prem | Common Collective Trusts | — | — | $896K | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $844K | 1.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2035 Retire N/A | Mutual Funds | — | — | $841K | 1.1% | |
| American Funds AM FDS New Perspective R5 N/A | Mutual Funds | — | — | $817K | 1.1% | |
| CREF Core Bond R2 N/A | Mutual Funds | — | — | $657K | 0.9% | |
| College Retirement Equities Fund variable annuities Nuveen Quant Sm Cp Eq Retire | Mutual Funds | — | — | $543K | 0.7% | |
| CREF Growth R1 N/A | Mutual Funds | — | — | $530K | 0.7% | |
| Nuveen, a TIAA Company Nuveen International Equity Retire N/A | Mutual Funds | — | — | $500K | 0.7% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2020 Retire N/A | Mutual Funds | — | — | $470K | 0.6% | |
| Federated Hermes FedHermes Total Ret Bd Instl N/A | Other securities | — | — | $467K | 0.6% | |
| Nuveen, a TIAA Company Nuveen Large Cap Value Retire N/A | Mutual Funds | — | — | $438K | 0.6% | |
| Columbia Threadneedle Investments Columbia Mid Cap Index Inst2 N/A | Other securities | — | — | $419K | 0.6% | |
| CREF Inflation-Linked Bond R2 N/A | Mutual Funds | — | — | $389K | 0.5% | |
| Delaware Investments Delaware Small CapCore Fd Inst N/A | Other securities | — | — | $386K | 0.5% | |
| TIAA Stable Value N/A | Stable Value | — | — | $383K | 0.5% | |
| MFS Value Fund Class R4 N/A | Mutual Funds | — | — | $352K | 0.5% | |
| Alliance Bernstein AB Large Cap Growth Fund Adv N/A | Other securities | — | — | $338K | 0.4% | |
| PGIM Short-Term Corp Bd Z N/A | Common Stocks | — | — | $315K | 0.4% | |
| MFS Mid Cap Value Class R4 N/A | Mutual Funds | — | — | $304K | 0.4% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $284K | 0.4% | |
| 9.50%, maturing through August 2029 - | Bonds / Notes | — | — | $284K | 0.4% | |
| CREF Global Equities R1 N/A | Mutual Funds | — | — | $274K | 0.4% | |
| BlackRock M-C Grw Eq Por Inst N/A | Other securities | — | — | $268K | 0.4% | |
| Nuveen, a TIAA Company Nuveen Real Est Sec Sel Prem N/A | Mutual Funds | — | — | $243K | 0.3% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2060 Premier N/A | Mutual Funds | — | — | $225K | 0.3% | |
| CREF Money Market R2 N/A | Mutual Funds | — | — | $219K | 0.3% | |
| Nuveen, a TIAA Company Nuveen Mid Cap Value Retire N/A | Mutual Funds | — | — | $209K | 0.3% | |
| Hartford International Opp R5 N/A | Other securities | — | — | $196K | 0.3% | |
| TIAA Traditional Benefit Responsive 2 N/A | Mutual Funds | — | — | $179K | 0.2% | |
| CREF Equity Index R1 N/A | Common Collective Trusts | — | — | $153K | 0.2% | |
| College Retirement Equities Fund variable annuities FedHermes Instl Hi Yd Bd Instl | Other securities | — | — | $144K | 0.2% |
