Robert Bollman signed St. Xavier High School, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Xavier High School, Inc.'s EIN is 31-0537511.
Download the official 2023 Form 5500 (PDF) for St. Xavier High School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)St. Xavier High School, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $203 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Registered investment companies | Common Collective Trusts | — | — | $8.7M | 14.6% | |
| American Funds 2035 Target Date Retirement Fund Registered investment companies | Mutual Funds | — | — | $7.1M | 12.0% | |
| TIAA Traditional Annuity Contract - Benefit Responsive Unallocated insurance contract | Mutual Funds | — | — | $3.3M | 5.5% | |
| American Funds 2040 Target Date Retirement Fund Registered investment companies | Mutual Funds | — | — | $3.1M | 5.2% | |
| Investment Manager: TIAA-CREF * TIAA Traditional Annuity Contract - Non Benefit Responsive Unallocated insurance contract | Mutual Funds | — | — | $2.7M | 4.5% | |
| CREF Stock Registered investment companies | Mutual Funds | — | — | $2.6M | 4.4% | |
| American Funds 2030 Target Date Retirement Fund Registered investment companies | Mutual Funds | — | — | $2.5M | 4.2% | |
| CREF Growth Registered investment companies | Mutual Funds | — | — | $2.2M | 3.7% | |
| American Funds 2045 Target Date Retirement Fund Registered investment companies | Mutual Funds | — | — | $2.0M | 3.4% | |
| American Funds 2025 Target Date Retirement Fund Registered investment companies | Mutual Funds | — | — | $1.8M | 3.1% | |
| T. Rowe Price Growth Stock Fund Registered investment companies | Other securities | — | — | $1.5M | 2.6% | |
| Dodge & Cox Income X Registered investment companies | Mutual Funds | — | — | $1.5M | 2.5% | |
| Vanguard Small Cap Index Registered investment companies | Mutual Funds | — | — | $1.4M | 2.4% | |
| American Funds New Prospective Fund Registered investment companies | Mutual Funds | — | — | $1.4M | 2.4% | |
| American Funds 2020 Target Date Retirement Fund Registered investment companies | Mutual Funds | — | — | $1.4M | 2.4% | |
| MFS Value Fund Registered investment companies | Mutual Funds | — | — | $1.4M | 2.3% | |
| Vanguard Extended Market Index Fund Registered investment companies | Common Collective Trusts | — | — | $1.3M | 2.1% | |
| American Funds 2050 Target Date Retirement Fund Registered investment companies | Mutual Funds | — | — | $1.2M | 2.0% | |
| CREF Equity Index Registered investment companies | Common Collective Trusts | — | — | $1.2M | 2.0% | |
| Dodge & Cox International Stock Fund Registered investment companies | Mutual Funds | — | — | $1.2M | 1.9% | |
| JP Morgan Mid Cap Growth Fund Registered investment companies | Other securities | — | — | $905K | 1.5% | |
| CREF Global Equities Registered investment companies | Mutual Funds | — | — | $900K | 1.5% | |
| American Funds 2055 Target Date Retirement Fund Registered investment companies | Mutual Funds | — | — | $731K | 1.2% | |
| Ave Maria Rising Dividend Fund Registered investment companies | Other securities | — | — | $717K | 1.2% | |
| CREF Social Choice Registered investment companies | Mutual Funds | — | — | $709K | 1.2% | |
| American Funds Balanced Fund Registered investment companies | Mutual Funds | — | — | $585K | 1.0% | |
| Investment Manager: Empower Retirement * Guaranteed Interest Account Unallocated insurance contract | Other securities | — | — | $562K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $558K | 0.9% | |
| American Century Mid Cap Value Fund Registered investment companies | Other securities | — | — | $514K | 0.9% | |
| PIMCO Real Return Fund Registered investment companies | Mutual Funds | — | — | $398K | 0.7% | |
| CREF Bond Market Registered investment companies | Mutual Funds | — | — | $333K | 0.6% | |
| MainStay CBRE Real Estate Fund Registered investment companies | Other securities | — | — | $311K | 0.5% | |
| CREF Money Market Registered investment companies | Mutual Funds | — | — | $223K | 0.4% | |
| TIAA Access Lifecycle 2025 Registered investment companies | Mutual Funds | — | — | $181K | 0.3% | |
| Investment Manager: VALIC * Fixed Account Plus Unallocated insurance contract | Other securities | — | — | $175K | 0.3% | |
| CREF Inflation-Linked Bond Registered investment companies | Mutual Funds | — | — | $148K | 0.2% | |
| TIAA Access International Equity Registered investment companies | Mutual Funds | — | — | $140K | 0.2% | |
| TIAA Access Lifecycle 2040 Registered investment companies | Mutual Funds | — | — | $115K | 0.2% | |
| Fidelity Freedom 2030 K Registered investment companies | Mutual Funds | — | — | $115K | 0.2% | |
| TIAA Access Large-Cap Value Registered investment companies | Mutual Funds | — | — | $111K | 0.2% | |
| Fidelity Total Market Index Registered investment companies | Common Collective Trusts | — | — | $110K | 0.2% | |
| American Funds 2060 Target Date Retirement Fund Registered investment companies | Mutual Funds | — | — | $107K | 0.2% | |
| TIAA Access Lifecycle 2030 Registered investment companies | Mutual Funds | — | — | $92K | 0.2% | |
| Fidelity Growth Company Registered investment companies | Mutual Funds | — | — | $92K | 0.2% | |
| TIAA Access Quant Sm-Cap Equity Registered investment companies | Mutual Funds | — | — | $88K | 0.1% | |
| American Funds 2015 Target Date Retirement Fund Registered investment companies | Mutual Funds | — | — | $87K | 0.1% | |
| TIAA Access Real Estate Registered investment companies | Mutual Funds | — | — | $63K | 0.1% | |
| TIAA Access Lifecycle 2050 Registered investment companies | Mutual Funds | — | — | $61K | 0.1% | |
| Fidelity Freedom 2035 K Registered investment companies | Mutual Funds | — | — | $60K | 0.1% | |
| TIAA Access Lifecycle 2010 Registered investment companies | Mutual Funds | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORGAN STANLEY |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK SCHAEFER HACKETT & CO | — | DAYTON, OH | AUDITOR | $15K | — |
