Richard Collins signed Brehm Preparatory School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brehm Preparatory School, Inc.'s EIN is 37-1107721.
Download the official 2024 Form 5500 (PDF) for Brehm Preparatory School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brehm Preparatory School, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | CUSTODIAN | $9K | — |
| TIAA | 13-1624203 | NEW YORK, NY | — | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock | Mutual Funds | — | — | $1.9M | 30.7% | |
| NATIONWIDE NATIONWIDE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $986K | 16.1% | |
| TIM Traditional Annuity Non-Benefit-Responsive | Other securities | — | — | $579K | 9.5% | |
| CREF CREFGrowth | Mutual Funds | — | — | $552K | 9.0% | |
| TIM Traditional Benefit Responsive | Other securities | — | — | $410K | 6.7% | |
| CREF Global Equities | Mutual Funds | — | — | $335K | 5.5% | |
| CREF Equity Index | Common Collective Trusts | — | — | $286K | 4.7% | |
| CREF Money Market | Mutual Funds | — | — | $240K | 3.9% | |
| Nationwide Vngrd Bal lndx Adm I | Other securities | — | — | $192K | 3.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $188K | 3.1% | |
| CREF Social Choice | Mutual Funds | — | — | $177K | 2.9% | |
| Nationwide Fed Hrms Gov Oblgtns Prmr | Other securities | — | — | $164K | 2.7% | |
| Nationwide Fid 500 lndx | Mutual Funds | — | — | $94K | 1.5% | |
| TIAA Access Lifecycle 2030 | Mutual Funds | — | — | $80K | 1.3% | |
| Nationwide AmFds 2045 TrgtDtRtrmt R6 | Other securities | — | — | $69K | 1.1% | |
| Nationwide AKRE Foes RTL | Other securities | — | — | $63K | 1.0% | |
| Nationwide AmFds 2050 TrgtDtRtrmt R6 | Other securities | — | — | $57K | 0.9% | |
| TIAA TIAAAccess International Equity | Mutual Funds | — | — | $55K | 0.9% | |
| Nationwide AmFds 2035 TrgtDtRtrmt R6 | Other securities | — | — | $55K | 0.9% | |
| CREF Bond Market | Mutual Funds | — | — | $52K | 0.9% | |
| TIAA Access Mid Cap Value | Mutual Funds | — | — | $49K | 0.8% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $37K | 0.6% | |
| TIAA Access Lifecycle 2050 | Mutual Funds | — | — | $36K | 0.6% | |
| Nationwide Vngrd FTSEAIWdxUSlnd Adm I | Other securities | — | — | $32K | 0.5% | |
| Nationwide Vngrd lnfl Prtct Sec Adml | Other securities | — | — | $32K | 0.5% | |
| Nationwide Vngrd Mid-Cap ldx Fd AS | Other securities | — | — | $32K | 0.5% | |
| Nationwide AmFds 2040 TrgtDtRtrmt R6 | Other securities | — | — | $30K | 0.5% | |
| Nationwide Vngrd Sm Cap lndx Fd AS | Other securities | — | — | $27K | 0.4% | |
| TIAA Access Lifecycle 2045 | Mutual Funds | — | — | $26K | 0.4% | |
| Nationwide Vngrd Ttl StMkt lndx Fd AS | Other securities | — | — | $25K | 0.4% | |
| TIAA Access Large Cap Growth | Mutual Funds | — | — | $24K | 0.4% | |
| TIAA TIAAAccess Small Cap Blend Index | Mutual Funds | — | — | $22K | 0.4% | |
| TIAA Access Large Cap Value | Mutual Funds | — | — | $22K | 0.4% | |
| Nationwide AmFds 2055 TrgtDtRtrmt R6 | Other securities | — | — | $22K | 0.4% | |
| Nationwide AmFds 2065 TrgtDtRtrmt R6 | Other securities | — | — | $19K | 0.3% | |
| Nationwide BOA-Fixed | Other securities | — | — | $17K | 0.3% | |
| TIAA Access Real Estate Securities | Mutual Funds | — | — | $17K | 0.3% | |
| Participant loans | Participant loans | — | — | $15K | 0.2% | |
| Nationwide AmFds 2060 TrgtDtRtrmt R6 | Other securities | — | — | $14K | 0.2% | |
| Nationwide AmFds 2030 TrgtDtRtrmt R6 | Other securities | — | — | $13K | 0.2% | |
| Nationwide AmFds Bd Fd Am R6 | Other securities | — | — | $11K | 0.2% | |
| Nationwide Vngrd Hlth Care lndxAdml | Other securities | — | — | $9K | 0.2% | |
| Nationwide Vngrd Gr lndx Adm! | Other securities | — | — | $9K | 0.1% | |
| TIAA Access Lifecycle 2040 | Mutual Funds | — | — | $9K | 0.1% | |
| TIAA Access Bond Plus | Mutual Funds | — | — | $9K | 0.1% | |
| TIAA TIAAAccess Qt Small Cap Equity | Mutual Funds | — | — | $8K | 0.1% | |
| TIAA Access Lifecycle 2055 | Mutual Funds | — | — | $7K | 0.1% | |
| Nationwide Vngrd MdCap GR lndxAdml | Other securities | — | — | $4K | <0.1% | |
| Nationwide Vngrd SmCap Gr lndx Adm! | Other securities | — | — | $3K | <0.1% | |
| Nationwide Vngrd Ttl WldStk lndx Adml | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.