Courtney Barker signed St. Paul Academy and Summit School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Paul Academy and Summit School's EIN is 41-0943433.
Download the official 2024 Form 5500 (PDF) for St. Paul Academy and Summit School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Paul Academy and Summit School's plan includes 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 | 13-1624203 | — | RECORDKEEPER | $275 | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $72 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 |
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 R2 Registered Investment Companies | Mutual Funds | — | — | $8.1M | 13.2% | |
| TIAA Traditional Non Benefit Responsive Insurance Company Contracts | Mutual Funds | — | — | $5.3M | 8.7% | |
| CREF Growth R2 Registered Investment Companies | Mutual Funds | — | — | $5.0M | 8.1% | |
| Vanguard 500 Idx Adm Mutual Funds | Mutual Funds | — | — | $3.8M | 6.2% | |
| CREF Global Equities R2 Registered Investment Companies | Mutual Funds | — | — | $3.6M | 5.8% | |
| CREF Social Choice R2 Registered Investment Companies | Mutual Funds | — | — | $2.9M | 4.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.4M | 4.0% | |
| TIAA Traditional Benefit Responsive Insurance Company Contracts | Mutual Funds | — | — | $2.4M | 3.9% | |
| CREF Equity Index R2 Registered Investment Companies | Common Collective Trusts | — | — | $2.2M | 3.5% | |
| TIAA Traditional Non Benefit Responsive Insurance Company Contracts | Mutual Funds | — | — | $2.0M | 3.2% | |
| Nuveen LfCycle Ix 2040 Retire Registered Investment Companies | Mutual Funds | — | — | $1.5M | 2.5% | |
| CREF Core Bond R2 Registered Investment Companies | Mutual Funds | — | — | $1.4M | 2.3% | |
| Nuveen LfCycle Ix 2045 Retire Registered Investment Companies | Mutual Funds | — | — | $1.3M | 2.2% | |
| CREF Money Market R2 Registered Investment Companies | Mutual Funds | — | — | $1.3M | 2.1% | |
| Vanguard Ttl Intl Stk Idx Adm Mutual Funds | Common Collective Trusts | — | — | $1.3M | 2.0% | |
| Nuveen LfCycle Ix 2050 Retire Registered Investment Companies | Mutual Funds | — | — | $1.2M | 1.9% | |
| TIAA Access Nuv Intl Equity T4 Registered Investment Companies | Mutual Funds | — | — | $1.1M | 1.8% | |
| Harbor Capital Appreciation In Mutual Funds | Other securities | — | — | $1.0M | 1.7% | |
| Nuveen LfCycle Ix 2030 Retire Registered Investment Companies | Mutual Funds | — | — | $1.0M | 1.7% | |
| Nuveen LfCycle Ix 2055 Retire Registered Investment Companies | Mutual Funds | — | — | $864K | 1.4% | |
| MFS Mid Cap Value Class R4 Mutual Funds | Mutual Funds | — | — | $775K | 1.3% | |
| TIAA Access Nuv LifCyc 2030 T4 Registered Investment Companies | Mutual Funds | — | — | $736K | 1.2% | |
| Vanguard Extended Mkt Idx Adm Mutual Funds | Common Collective Trusts | — | — | $724K | 1.2% | |
| TIAA Access Nuv Lrg Cap Val T4 Registered Investment Companies | Mutual Funds | — | — | $690K | 1.1% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual Funds | Common Collective Trusts | — | — | $598K | 1.0% | |
| AF EuroPacific Growth Fund R4 Mutual Funds | Other securities | — | — | $562K | 0.9% | |
| Nuveen LfCycle Ix 2035 Retire Registered Investment Companies | Mutual Funds | — | — | $553K | 0.9% | |
| TIAA Access Nuv Mid Cap Val T4 Registered Investment Companies | Mutual Funds | — | — | $525K | 0.9% | |
| CREF Inflation-Linked Bond R2 Registered Investment Companies | Mutual Funds | — | — | $482K | 0.8% | |
| MFS Value Fund Class R4 Mutual Funds | Mutual Funds | — | — | $392K | 0.6% | |
| Dodge & Cox Income Fund I Mutual Funds | Mutual Funds | — | — | $390K | 0.6% | |
| TIAA Access Nuv Lrg Cap Gr T4 Registered Investment Companies | Mutual Funds | — | — | $385K | 0.6% | |
| Nuveen Money Market Retirement Registered Investment Companies | Mutual Funds | — | — | $381K | 0.6% | |
| TIAA Access Nuv RlEstSecSel T4 Registered Investment Companies | Mutual Funds | — | — | $378K | 0.6% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 Registered Investment Companies | Mutual Funds | — | — | $373K | 0.6% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 Registered Investment Companies | Mutual Funds | — | — | $344K | 0.6% | |
| Nuveen LfCycle Ix 2060 Retire Registered Investment Companies | Mutual Funds | — | — | $321K | 0.5% | |
| Nuveen LfCycle Ix 2025 Retire Registered Investment Companies | Mutual Funds | — | — | $297K | 0.5% | |
| Nuveen LfCycle Ix 2020 Retire Registered Investment Companies | Mutual Funds | — | — | $223K | 0.4% | |
| TIAA Access Nuv LifCyc 2020 T4 Registered Investment Companies | Mutual Funds | — | — | $219K | 0.4% | |
| TIAA Access Nuv Mid Cap Grw T4 Registered Investment Companies | Mutual Funds | — | — | $206K | 0.3% | |
| TIAA Access Nuv LifCyc 2035 T4 Registered Investment Companies | Mutual Funds | — | — | $193K | 0.3% | |
| TIAA Access Nuv LifCyc 2050 T4 Registered Investment Companies | Mutual Funds | — | — | $191K | 0.3% | |
| MFS Mid Cap Growth Fund R4 Mutual Funds | Mutual Funds | — | — | $190K | 0.3% | |
| TIAA Access Nuv Core Bond T4 Registered Investment Companies | Mutual Funds | — | — | $169K | 0.3% | |
| TIAA Access Nuv LgCp Res Eq T4 Registered Investment Companies | Mutual Funds | — | — | $148K | 0.2% | |
| TIAA Access Nuv LifCyc 2045 T4 Registered Investment Companies | Mutual Funds | — | — | $133K | 0.2% | |
| TIAA Access Nuv Core Equity T4 Registered Investment Companies | Mutual Funds | — | — | $115K | 0.2% | |
| Allspring Spec SmallCap Val R6 Mutual Funds | Other securities | — | — | $96K | 0.2% | |
| FID CONTRAFUND Mutual Funds | Mutual Funds | — | — | $96K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLSEN THIELEN & CO. LTD | 41-1360831 | — | AUDITOR | $12K | — |
