Sandra Smith signed The Pembroke Hill School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Pembroke Hill School's EIN is 43-1326059.
Download the official 2024 Form 5500 (PDF) for The Pembroke Hill School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Pembroke Hill 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 | — | NONE | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | NONE | $12K | — |
| PLANPILOT, LLC | 45-4168388 | — | NONE | $6K | — |
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* TIAA-Traditional Annuity (nonfully benefit-responsive) | Mutual Funds | — | — | $11.5M | 19.1% | |
| CREF* CREF Stock R1 | Mutual Funds | — | — | $7.4M | 12.3% | |
| Vanguard Ttl Stk Mkt Idx Adm | Common Collective Trusts | — | — | $3.6M | 5.9% | |
| CREF* CREF Growth R1 | Mutual Funds | — | — | $3.0M | 4.9% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $2.7M | 4.5% | |
| TIAA-CREF* TIAA-CREF Lifecycle Idx 2045-RTMT | Common Collective Trusts | — | — | $2.6M | 4.2% | |
| TIAA-CREF* TIAA-CREF Lifecycle Idx 2040-RTMT | Common Collective Trusts | — | — | $2.5M | 4.2% | |
| TIAA-CREF* TIAA-CREF Lifecycle Idx 2030-RTMT | Common Collective Trusts | — | — | $2.4M | 4.0% | |
| TIAA-CREF* TIAA-CREF Lifecycle Idx 2035-RTMT | Common Collective Trusts | — | — | $2.4M | 4.0% | |
| TIAA-CREF* TIAA-CREF Lifecycle Idx 2025-RTMT | Common Collective Trusts | — | — | $2.3M | 3.8% | |
| TIAA-CREF* TIAA-CREF Lifecycle Idx 2020-RTMT | Common Collective Trusts | — | — | $2.0M | 3.4% | |
| TIAA-CREF* Prudential Jennison Growth Z | Mutual Funds | — | — | $1.8M | 2.9% | |
| CREF* CREF Global Equities R1 | Mutual Funds | — | — | $1.6M | 2.6% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $1.5M | 2.6% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $1.4M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.4M | 2.3% | |
| TIAA-CREF* TIAA-CREF Lifecycle Idx 2050-RTMT | Common Collective Trusts | — | — | $1.4M | 2.3% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $1.2M | 2.1% | |
| TIAA* TIAA-Traditional Annuity | Mutual Funds | — | — | $1.1M | 1.8% | |
| CREF* CREF Equity Index R1 | Common Collective Trusts | — | — | $1.0M | 1.7% | |
| TIAA-CREF* TIAA-CREF Social Ch Eq-Inst | Mutual Funds | — | — | $902K | 1.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $706K | 1.2% | |
| TIAA* TIAA-Stable Value Contract | Stable Value | — | — | $536K | 0.9% | |
| Vanguard Emr Mkts Stk Idx Adm | Common Collective Trusts | — | — | $516K | 0.9% | |
| TIAA-CREF* TIAA-CREF Lifecycle Idx 2055-RTMT | Common Collective Trusts | — | — | $481K | 0.8% | |
| CREF* CREF Stock R4 | Mutual Funds | — | — | $473K | 0.8% | |
| CREF* CREF Social Choice R1 | Mutual Funds | — | — | $339K | 0.6% | |
| TIAA-CREF* Metropolitan West Total Retirement Bond I | U.S. Treasuries | — | — | $337K | 0.6% | |
| CREF* CREF Money Market R1 | Mutual Funds | — | — | $271K | 0.4% | |
| CREF* CREF Core Bond R1 | Mutual Funds | — | — | $199K | 0.3% | |
| TIAA-CREF* TIAA-CREF Lfcyle Idx 2060-Prem | Common Collective Trusts | — | — | $157K | 0.3% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $152K | 0.3% | |
| Participant loans* Interest rates at 5.00% to 10%; maturing through October 2029 | Bonds / Notes | — | — | $134K | 0.2% | |
| Vanguard Ttl Intl Bnd Idx Adm | Common Collective Trusts | — | — | $132K | 0.2% | |
| CREF* CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $48K | <0.1% | |
| TIAA-CREF* TIAA-CREF Core Impact Bd-Inst | Mutual Funds | — | — | $48K | <0.1% | |
| TIAA-CREF* TIAA-CREF Lfcyle Idx 2065-Inst | Common Collective Trusts | — | — | $38K | <0.1% | |
| TIAA-CREF* TIAA-CREF Lg-Cap Val-RTMT | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
