Marty Mehringer signed Park Tudor Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Park Tudor Foundation's EIN is 35-0909976.
Download the official 2024 Form 5500 (PDF) for Park Tudor Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Park Tudor Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | CUSTODIAN | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ, SAPPER & MILLER | 35-2123203 | — | AUDITOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA TRADITIONAL ANNUITY CONTRACTS | Mutual Funds | — | — | $11.0M | 17.4% | |
| Stock Account R2 10,233 | Other securities | — | — | $10.2M | 16.1% | |
| Growth Account R2 8,990 | Other securities | — | — | $5.0M | 7.9% | |
| Global Equities Account R2 10,086 | Other securities | — | — | $3.8M | 6.0% | |
| Equity Index Account R2 6,785 | Common Collective Trusts | — | — | $3.7M | 5.8% | |
| Stock Account R4 3,175 | Other securities | — | — | $3.2M | 5.1% | |
| CREF VARIABLE ANNUITY ACCOUNTS Core Bond Account R2 16,906 | Mutual Funds | — | — | $2.4M | 3.7% | |
| Lifecycle Index 2040 Retirement 62,172 | Other securities | — | — | $2.0M | 3.1% | |
| Social Choice Account R2 4,941 | Other securities | — | — | $2.0M | 3.1% | |
| Lifecycle Index 2030 Retirement 75,111 | Other securities | — | — | $2.0M | 3.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.8M | 2.8% | |
| Lifecycle Index 2045 Retirement 46,007 | Other securities | — | — | $1.6M | 2.5% | |
| Lifecycle Index 2035 Retirement 44,797 | Other securities | — | — | $1.3M | 2.0% | |
| Lifecycle Index 2055 Retirement 44,483 | Other securities | — | — | $1.2M | 2.0% | |
| International Equity Index Retirement 46,804 | Common Collective Trusts | — | — | $1.2M | 2.0% | |
| Money Market Account R2 40,259 | Cash / Money Market | — | — | $1.2M | 1.9% | |
| Lifecycle Index 2050 Retirement 33,389 | Other securities | — | — | $1.2M | 1.8% | |
| Large-Cap Growth Index Retirement 13,387 | Other securities | — | — | $951K | 1.5% | |
| Vanguard Total Stock Market Index Adm 5,498 | Common Collective Trusts | — | — | $814K | 1.3% | |
| Parnassus Core Equity Inst 12,464 | Other securities | — | — | $797K | 1.3% | |
| Lifecycle Index 2025 Retirement 34,235 | Other securities | — | — | $784K | 1.2% | |
| Small-Cap Blend Index Retirement 31,512 | Other securities | — | — | $737K | 1.2% | |
| Vanguard Value Index Adm 10,455 | Mutual Funds | — | — | $721K | 1.1% | |
| Vanguard Mid-Cap Index Adm 1,806 | Mutual Funds | — | — | $626K | 1.0% | |
| Vanguard Total Bond Market Index Adm 62,940 | Mutual Funds | — | — | $609K | 1.0% | |
| Inflation-Linked Bond Account R2 6,335 | Other securities | — | — | $560K | 0.9% | |
| Vanguard Emerging Markets Stock Index Adm 13,284 | Mutual Funds | — | — | $544K | 0.9% | |
| Lifecycle Index 2060 Retirement 15,542 | Other securities | — | — | $338K | 0.5% | |
| Large-Cap Growth Retirement 10,873 | Other securities | — | — | $329K | 0.5% | |
| REGISTERED INVESTMENT COMPANIES Vanguard 500 Index Fund Adm 306 | Common Collective Trusts | — | — | $175K | 0.3% | |
| TIAA ACCESS VARIABLE ANNUITY ACCOUNTS Lifecycle Index 2020 Retirement 7,706 | Mutual Funds | — | — | $155K | 0.2% | |
| Core Impact Bond 15,812 | U.S. Treasuries | — | — | $142K | 0.2% | |
| Vanguard Inflation Protected Security Adm 5,940 | Mutual Funds | — | — | $138K | 0.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through May 2030 0 | Bonds / Notes | — | — | $111K | 0.2% | |
| International Responsible Equity Fund 4,801 | Other securities | — | — | $74K | 0.1% | |
| Lifecycle Index 2065 Retirement 1,212 | Other securities | — | — | $19K | <0.1% |
