Andrea Ausperk signed Laurel School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Laurel School's EIN is 34-0714451.
Download the official 2023 Form 5500 (PDF) for Laurel School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Laurel School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $225 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALDEN WEALTH PARTNERS LLC | 47-3314008 | — | INVESTMENT ADVISOR | $18K | — |
| NEW PINNACLE CONSULTING GROUP, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA | Mutual Funds | — | — | $5.8M | 17.2% | |
| CREF | Mutual Funds | — | — | $3.3M | 9.8% | |
| CREF | Mutual Funds | — | — | $2.8M | 8.4% | |
| CREF | Mutual Funds | — | — | $2.7M | 7.9% | |
| Nuveen | Mutual Funds | — | — | $2.1M | 6.2% | |
| CREF | Mutual Funds | — | — | $1.6M | 4.8% | |
| Nuveen | Mutual Funds | — | — | $1.2M | 3.5% | |
| CREF | Mutual Funds | — | — | $1.1M | 3.4% | |
| TIAA | Mutual Funds | — | — | $1.1M | 3.3% | |
| Nuveen | Mutual Funds | — | — | $1.1M | 3.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $864K | 2.6% | |
| Nuveen | Mutual Funds | — | — | $839K | 2.5% | |
| TIAA | Mutual Funds | — | — | $817K | 2.4% | |
| Nuveen | Mutual Funds | — | — | $798K | 2.4% | |
| Nuveen | Mutual Funds | — | — | $687K | 2.1% | |
| Vanguard | Mutual Funds | — | — | $637K | 1.9% | |
| Nuveen | Mutual Funds | — | — | $496K | 1.5% | |
| CREF | Mutual Funds | — | — | $480K | 1.4% | |
| Nuveen | Mutual Funds | — | — | $462K | 1.4% | |
| TIAA | Mutual Funds | — | — | $449K | 1.3% | |
| TIAA | Mutual Funds | — | — | $434K | 1.3% | |
| Dodge & Cox | Mutual Funds | — | — | $339K | 1.0% | |
| CREF | Mutual Funds | — | — | $307K | 0.9% | |
| Carillon | Other securities | — | — | $272K | 0.8% | |
| CREF | Mutual Funds | — | — | $268K | 0.8% | |
| TIAA | Mutual Funds | — | — | $231K | 0.7% | |
| TIAA | Mutual Funds | — | — | $213K | 0.6% | |
| Delaware Funds | Other securities | — | — | $209K | 0.6% | |
| TIAA | Mutual Funds | — | — | $206K | 0.6% | |
| TIAA | Mutual Funds | — | — | $195K | 0.6% | |
| TIAA | Mutual Funds | — | — | $195K | 0.6% | |
| TIAA | Mutual Funds | — | — | $192K | 0.6% | |
| Nuveen | Mutual Funds | — | — | $146K | 0.4% | |
| TIAA | Mutual Funds | — | — | $134K | 0.4% | |
| TIAA | Mutual Funds | — | — | $122K | 0.4% | |
| TIAA | Mutual Funds | — | — | $116K | 0.3% | |
| TIAA | Mutual Funds | — | — | $94K | 0.3% | |
| TIAA | Mutual Funds | — | — | $93K | 0.3% | |
| TIAA | Mutual Funds | — | — | $70K | 0.2% | |
| Nuveen | Mutual Funds | — | — | $65K | 0.2% | |
| Nuveen | Mutual Funds | — | — | $65K | 0.2% | |
| TIAA | Mutual Funds | — | — | $59K | 0.2% | |
| Nuveen | Mutual Funds | — | — | $54K | 0.2% | |
| TIAA | Mutual Funds | — | — | $54K | 0.2% | |
| Participant loans | Participant loans | — | — | $42K | 0.1% | |
| T. Rowe Price | Other securities | — | — | $38K | 0.1% | |
| TIAA | Mutual Funds | — | — | $33K | <0.1% | |
| TIAA | Mutual Funds | — | — | $14K | <0.1% | |
| TIAA | Mutual Funds | — | — | $7K | <0.1% | |
| Nuveen | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-1233837 |
| — |
| CONSULTANT |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH LLP | 36-3168081 | — | ACCOUNTING | $11K | — |
