Jessica Armstrong signed Orchard School Foundation Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orchard School Foundation Inc.'s EIN is 35-0909975.
Download the official 2023 Form 5500 (PDF) for Orchard School Foundation Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Orchard School Foundation Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| TIAA | 13-1624203 | — | NONE | $75 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $9.2M | 35.6% | |
| TIAA Traditional Annuity Contracts | Mutual Funds | — | — | $6.4M | 25.1% | |
| CREF VARIABLE ANNUITY ACCOUNTS Stock R1 | Mutual Funds | — | — | $2.3M | 9.0% | |
| American Funds 2035 Target Date Retirement R6 | Mutual Funds | — | — | $2.0M | 7.6% | |
| Growth R1 | Other securities | — | — | $2.0M | 7.6% | |
| American Funds 2030 Target Date Retirement R6 | Mutual Funds | — | — | $1.3M | 5.0% | |
| Equity Index R1 | Common Collective Trusts | — | — | $1.1M | 4.5% | |
| American Funds 2045 Target Date Retirement R6 | Mutual Funds | — | — | $972K | 3.8% | |
| American Funds 2040 Target Date Retirement R6 | Mutual Funds | — | — | $946K | 3.7% | |
| Global Equities R1 | Other securities | — | — | $942K | 3.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $615K | 2.4% | |
| American Funds 2025 Target Date Retirement R6 | Mutual Funds | — | — | $582K | 2.3% | |
| Lifecycle 2025 T4 | Other securities | — | — | $574K | 2.2% | |
| American Funds 2050 Target Date Retirement R6 | Mutual Funds | — | — | $554K | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $546K | 2.1% | |
| Bond Market R1 | Other securities | — | — | $418K | 1.6% | |
| American Funds 2055 Target Date Retirement R6 | Mutual Funds | — | — | $395K | 1.5% | |
| American Funds 2010 Target Date Retirement R6 ** 628 American Funds 2015 Target Date Retirement R6 ** 107 American Funds 2020 Target Date Retirement R6 | Mutual Funds | — | — | $365K | 1.4% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $296K | 1.2% | |
| Lifecycle 2020 T4 | Other securities | — | — | $263K | 1.0% | |
| Fidelity MidCap Index | Mutual Funds | — | — | $259K | 1.0% | |
| Money Market R1 | Cash / Money Market | — | — | $185K | 0.7% | |
| Social Choice R1 | Other securities | — | — | $176K | 0.7% | |
| Lifecycle 2035 T4 | Other securities | — | — | $165K | 0.6% | |
| American Funds 2060 Target Date Retirement R6 | Mutual Funds | — | — | $157K | 0.6% | |
| American Europacific Growth R6 | Other securities | — | — | $142K | 0.6% | |
| Lifecycle 2010 T4 ** 62 Lifecycle 2015 T4 | Other securities | — | — | $142K | 0.6% | |
| Lifecycle 2050 T4 | Other securities | — | — | $138K | 0.5% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $137K | 0.5% | |
| Intl Equity T4 | Other securities | — | — | $117K | 0.5% | |
| AUL Stable Value Account | Stable Value | — | — | $110K | 0.4% | |
| Lg-Cap Val T4 | Other securities | — | — | $109K | 0.4% | |
| Lifecycle 2045 T4 | Other securities | — | — | $107K | 0.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.25%, with maturities through April 2028 0 | Bonds / Notes | — | — | $96K | 0.4% | |
| Cohen Steers Real Est Sec Z | Other securities | — | — | $92K | 0.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $86K | 0.3% | |
| Quant Sml Cp Eq T4 | Other securities | — | — | $78K | 0.3% | |
| Inflation-Linked Bond R1 | Other securities | — | — | $76K | 0.3% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | — | $62K | 0.2% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $55K | 0.2% | |
| Equity Index T4 | Common Collective Trusts | — | — | $45K | 0.2% | |
| Lifecycle 2030 T4 | Other securities | — | — | $45K | 0.2% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $44K | 0.2% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $43K | 0.2% | |
| Invesco Developing Mkts R6 | Mutual Funds | — | — | $42K | 0.2% | |
| Lg-Cap Res Eq T4 | Other securities | — | — | $40K | 0.2% | |
| Sm-Cap Bl IdxT4 | Other securities | — | — | $33K | 0.1% | |
| Real Est Secs T4 | Other securities | — | — | $32K | 0.1% | |
| Mid-Cap Val T4 | Other securities | — | — | $30K | 0.1% | |
| Mid-Cap Gr T4 | Other securities | — | — | $22K | <0.1% |
