Lynn Kroeger signed The Seven Hills School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Seven Hills School's EIN is 31-0536666.
Download the official 2024 Form 5500 (PDF) for The Seven Hills School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Seven Hills School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | CONSULTANT | $4K | — |
| PLANPILOT, LLC | 45-4168388 |
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.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.8M | 2.8% |
| — |
| CONSULTANT |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELLOTT & MELLOTT, PLL | 31-6063298 | — | AUDITOR | $13K | — |
