Stephanie Kyle signed The Pegasus School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Pegasus School's EIN is 33-0162184.
Download the official 2023 Form 5500 (PDF) for The Pegasus School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Pegasus School'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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF | Mutual Funds | — | — | $4.1M | 15.2% | |
| TIAA | Mutual Funds | — | — | $2.6M | 9.6% | |
| CREF | Mutual Funds | — | — | $2.3M | 8.6% | |
| TIAA | Mutual Funds | — | — | $1.7M | 6.2% | |
| CREF | Mutual Funds | — | — | $1.5M | 5.4% | |
| TIAA-CREF | Mutual Funds | — | — | $1.1M | 4.1% | |
| TIAA-CREF | Mutual Funds | — | — | $1.1M | 4.1% | |
| TIAA-CREF | Mutual Funds | — | — | $1.1M | 4.0% | |
| TIAA-CREF | Mutual Funds | — | — | $855K | 3.2% | |
| CREF | Mutual Funds | — | — | $847K | 3.2% | |
| CREF | Mutual Funds | — | — | $811K | 3.0% | |
| CREF | Mutual Funds | — | — | $684K | 2.6% | |
| TIAA | Mutual Funds | — | — | $643K | 2.4% | |
| TIAA | Mutual Funds | — | — | $599K | 2.2% | |
| TIAA-CREF | Mutual Funds | — | — | $580K | 2.2% | |
| TIAA-CREF | Mutual Funds | — | — | $516K | 1.9% | |
| TIAA | Mutual Funds | — | — | $494K | 1.8% | |
| TIAA | Mutual Funds | — | — | $424K | 1.6% | |
| CREF | Mutual Funds | — | — | $405K | 1.5% | |
| TIAA-CREF | Mutual Funds | — | — | $385K | 1.4% | |
| TIAA | Mutual Funds | — | — | $269K | 1.0% | |
| CREF | Mutual Funds | — | — | $260K | 1.0% | |
| TIAA | Mutual Funds | — | — | $238K | 0.9% | |
| TIAA | Mutual Funds | — | — | $234K | 0.9% | |
| TIAA-CREF | Mutual Funds | — | — | $219K | 0.8% | |
| TIAA | Mutual Funds | — | — | $211K | 0.8% | |
| FranklinGold | Mutual Funds | — | — | $177K | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $144K | 0.5% | |
| Participant Loans | Participant loans | — | — | $142K | 0.5% | |
| TIAA-CREF | Mutual Funds | — | — | $124K | 0.5% | |
| TIAA | Mutual Funds | — | — | $107K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $95K | 0.4% | |
| JPMorgan | Other securities | — | — | $89K | 0.3% | |
| TIAA | Mutual Funds | — | — | $79K | 0.3% | |
| TIAA | Mutual Funds | — | — | $69K | 0.3% | |
| TIAA | Mutual Funds | — | — | $65K | 0.2% | |
| iShare | Other securities | — | — | $65K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $64K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $64K | 0.2% | |
| TIAA | Mutual Funds | — | — | $58K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $53K | 0.2% | |
| TIAA | Mutual Funds | — | — | $52K | 0.2% | |
| TIAA | Mutual Funds | — | — | $52K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $48K | 0.2% | |
| TIAA | Mutual Funds | — | — | $47K | 0.2% | |
| JPMorgan | Other securities | — | — | $43K | 0.2% | |
| TIAA | Mutual Funds | — | — | $42K | 0.2% | |
| American | Other securities | — | — | $36K | 0.1% | |
| Alliance | Other securities | — | — | $28K | 0.1% | |
| TIAA | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
