Michael Degrandis signed University School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University School's EIN is 34-0714720.
Download the official 2024 Form 5500 (PDF) for University School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | — | NONE | $800 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALDEN WEALTH PARTNERS LLC | 47-3314008 | — | NONE | $30K | — |
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 | $2.0M | 2.5% |
