Margaret Pierce signed The Marshall School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Marshall School's EIN is 41-0765672.
Download the official 2024 Form 5500 (PDF) for The Marshall School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Marshall School's plan includes 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 |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | NEW YORK, NY | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity | Mutual Funds | — | — | $1.9M | 16.6% | |
| CREF Stock R1 | Mutual Funds | — | — | $1.7M | 15.0% | |
| TIAA-CREF Nuveen LfCycle Ix 2035 Retire | Mutual Funds | — | — | $1.2M | 10.5% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.0M | 8.7% | |
| TIAA-CREF Nuveen LfCycle Ix 2040 Retire | Mutual Funds | — | — | $988K | 8.5% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $500K | 4.3% | |
| TIAA-CREF Nuveen Equity Index Retirement | Common Collective Trusts | — | — | $473K | 4.1% | |
| TIAA-CREF Nuveen LfCycle Ix 2025 Retire | Mutual Funds | — | — | $451K | 3.9% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $417K | 3.6% | |
| TIAA-CREF Nuveen LfCycle Ix 2050 Retire | Mutual Funds | — | — | $350K | 3.0% | |
| TIAA-CREF Nuveen LfCycle Ix 2045 Retire | Mutual Funds | — | — | $308K | 2.7% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $228K | 2.0% | |
| TIAA-CREF Nuveen LfCycle Ix 2030 Retire | Mutual Funds | — | — | $222K | 1.9% | |
| TIAA-CREF Nuveen Internatl Eq Idx Retire | Common Collective Trusts | — | — | $167K | 1.4% | |
| TIAA-CREF Nuveen LfCycle Ix 2020 Retire | Mutual Funds | — | — | $166K | 1.4% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $161K | 1.4% | |
| TIAA-CREF Nuveen Large Cap Resp Eq Rtmt | Mutual Funds | — | — | $154K | 1.3% | |
| TIAA Access Nuv LifCyc 2030 T4 | Mutual Funds | — | — | $149K | 1.3% | |
| TIAA Access Nuv LifCyc 2020 T4 ** 124 * TIAA Access Nuv LifCyc 2025 T4 | Mutual Funds | — | — | $91K | 0.8% | |
| TIAA-CREF Nuveen Small Cap Bld Idx Rtmt | Common Collective Trusts | — | — | $90K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $82K | 0.7% | |
| PIMCO Total Return A | Mutual Funds | — | — | $53K | 0.5% | |
| TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | — | $46K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty Shares | Other securities | — | — | $44K | 0.4% | |
| TIAA Access Nuv LifCyc 2010 T4 | Mutual Funds | — | — | $41K | 0.4% | |
| TIAA Access Nuv Core Pl Bd T4 | Mutual Funds | — | — | $40K | 0.3% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $36K | 0.3% | |
| American Funds American Fds New World R3 | Mutual Funds | — | — | $34K | 0.3% | |
| CREF Money Market R1 | Mutual Funds | — | — | $32K | 0.3% | |
| Participant Loans Interest rates of 4.25-9.50% -0- | Bonds / Notes | — | — | $29K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | Mutual Funds | — | — | $24K | 0.2% | |
| TIAA Access Nuv LifCyc 2045 T4 | Mutual Funds | — | — | $24K | 0.2% | |
| TIAA-CREF Nuveen LfCycle Ix 2015 Retire | Mutual Funds | — | — | $20K | 0.2% | |
| TIAA-CREF Nuveen High Yield Retirement | Mutual Funds | — | — | $20K | 0.2% | |
| TIAA Access Nuv Mid Cap Grw T4 ** 855 * TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $19K | 0.2% | |
| TIAA Access Nuv Equity Idx T4 ** 16 * TIAA Access Nuv Core Equity T4 ** 17 * TIAA Access Nuv Intl Equity T4 | Common Collective Trusts | — | — | $18K | 0.2% | |
| Lord Abbett Lord Abbett Short Dur Income A | Mutual Funds | — | — | $17K | 0.1% | |
| TIAA-CREF Nuveen LfCycle Ix 2060 Retire | Mutual Funds | — | — | $13K | 0.1% | |
| Templeton Global Bond Class A | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA-CREF Nuveen LfCycle Ix 2065 Retire | Mutual Funds | — | — | $9K | <0.1% | |
| TIAA Access Nuv LifCyc 2050 T4 | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Access Nuv RlEstSecSel T4 | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
