Susan Downing signed North Shore Country Day School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Shore Country Day School's EIN is 36-1558460.
Download the official 2023 Form 5500 (PDF) for North Shore Country Day School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)North Shore Country Day School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT LLC | 45-4168388 | — | ADVISOR | $7K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | TPA | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASQUESI SHEPPARD LLC | 36-4049282 | — | AUDITOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock R1 Account | Mutual Funds | — | — | $6.5M | 14.4% | |
| TIAA Traditional Non Benefit Responsive Annuity | Mutual Funds | — | — | $5.5M | 12.2% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $3.7M | 8.2% | |
| Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $2.8M | 6.2% | |
| Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $1.8M | 4.0% | |
| CREF Global Equities Account | Mutual Funds | — | — | $1.7M | 3.8% | |
| CREF Growth Account | Mutual Funds | — | — | $1.7M | 3.7% | |
| Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $1.7M | 3.7% | |
| Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $1.4M | 3.2% | |
| TIAA Traditional Benefit Responsive Annuity | Mutual Funds | — | — | $1.4M | 3.2% | |
| Nuveen Lifecycle Index 2020 Fund | Mutual Funds | — | — | $1.3M | 2.8% | |
| Nuveen S&P 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 2.6% | |
| CREF Social Choice Account | Mutual Funds | — | — | $1.2M | 2.6% | |
| Nuveen Lifecycle Index 2025 Fund | Mutual Funds | — | — | $1.1M | 2.5% | |
| Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $1.1M | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $879K | 1.9% | |
| TIAA Access Nuveen Lifecycle 2050 T4 Retirement Fund | Mutual Funds | — | — | $822K | 1.8% | |
| Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $774K | 1.7% | |
| TIAA Access Nuveen Lifecycle 2045 T4 Retirement Fund | Mutual Funds | — | — | $656K | 1.4% | |
| CREF Core Bond Market Account | Mutual Funds | — | — | $613K | 1.4% | |
| TIAA Access Nuveen International Equity Fund T4 | Mutual Funds | — | — | $576K | 1.3% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $480K | 1.1% | |
| Nuveen International Equity Index Fund | Common Collective Trusts | — | — | $447K | 1.0% | |
| CREF Stock R4 Account | Mutual Funds | — | — | $431K | 1.0% | |
| CREF Money Market Account | Mutual Funds | — | — | $423K | 0.9% | |
| TIAA Access Nuveen Large-Cap Value Fund T4 | Mutual Funds | — | — | $349K | 0.8% | |
| TIAA Access Nuveen Lifecycle 2030 T4 Retirement Fund | Mutual Funds | — | — | $322K | 0.7% | |
| TIAA Access Nuveen Lifecycle 2035 T4 Retirement Fund | Mutual Funds | — | — | $320K | 0.7% | |
| TIAA Access Nuveen Lifecycle 2020 T4 Retirement Fund | Mutual Funds | — | — | $318K | 0.7% | |
| TIAA Access Nuveen Lifecycle 2040 T4 Retirement Fund | Mutual Funds | — | — | $311K | 0.7% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $308K | 0.7% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $265K | 0.6% | |
| Columbia Mid Cap Index Fund | Common Collective Trusts | — | — | $242K | 0.5% | |
| TIAA Access Nuveen Small-Cap Blend Index Fund T4 | Common Collective Trusts | — | — | $240K | 0.5% | |
| TIAA Traditional Non Benefit Responsive Annuity 2 | Mutual Funds | — | — | $190K | 0.4% | |
| TIAA Access Nuveen Core Plus Bond Fund T4 | Mutual Funds | — | — | $189K | 0.4% | |
| TIAA Access Nuveen Mid-Cap Value Fund T4 | Mutual Funds | — | — | $183K | 0.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $140K | 0.3% | |
| Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $137K | 0.3% | |
| Nuveen Large-Cap Responsible Equity Fund | Mutual Funds | — | — | $125K | 0.3% | |
| Nuveen Core Plus Bond Fund | Mutual Funds | — | — | $124K | 0.3% | |
| TIAA Access Nuveen Core Equity Fund T4 | Mutual Funds | — | — | $124K | 0.3% | |
| TIAA Access Nuveen Real Estate Securities Fund T4 | Mutual Funds | — | — | $123K | 0.3% | |
| Nuveen Small Cap Blend Index Fund | Common Collective Trusts | — | — | $104K | 0.2% | |
| TIAA Access Nuveen Quant Small-Cap Equity Fund T4 | Mutual Funds | — | — | $97K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Growth Fund T4 | Mutual Funds | — | — | $88K | 0.2% | |
| TIAA Access Nuveen Large-Cap Growth Fund T4 | Mutual Funds | — | — | $78K | 0.2% | |
| TIAA Stable Value Benefit Responsive Fund | Stable Value | — | — | $76K | 0.2% | |
| Brandywine Global Opportunities Bond Fund | Other securities | — | — | $75K | 0.2% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $74K | 0.2% |
