Michele Glazer signed The Speyer Legacy School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Speyer Legacy School's EIN is 26-4274070.
Download the official 2024 Form 5500 (PDF) for The Speyer Legacy School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Speyer Legacy School's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.8M | 25.1% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $1.5M | 21.2% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $821K | 11.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $545K | 7.6% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $435K | 6.1% | |
| Nuveen Lifecycle Index 2045 Fund R6 | Mutual Funds | — | — | $369K | 5.2% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $349K | 4.9% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $312K | 4.4% | |
| Nuveen Lifecycle Index 2035 Fund R6 | Mutual Funds | — | — | $238K | 3.3% | |
| Nuveen Lifecycle Index 2025 Fund R6 | Mutual Funds | — | — | $225K | 3.1% | |
| Nuveen Lifecycle Index 2055 Fund Rl6 | Mutual Funds | — | — | $167K | 2.3% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $161K | 2.2% | |
| Federated Hermes Prime Cash Obligations Fund | Cash / Money Market | — | — | $129K | 1.8% | |
| Participant Loans Interest rates 4.25% - 9.50% | Bonds / Notes | — | — | $65K | 0.9% | |
| Nuveen Lifecycle Index 2015 Fund R6 | Mutual Funds | — | — | $25K | 0.4% | |
| Nuveen Lifecycle Index Retirement Income Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
