Sharon McKibben signed The Barstow School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Barstow School's EIN is 44-0546207.
Download the official 2024 Form 5500 (PDF) for The Barstow School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Barstow 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | INVESTMENT ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $3.3M | 12.2% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $2.5M | 9.3% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Mutual Funds | — | — | $2.0M | 7.4% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $2.0M | 7.3% | |
| CREF Stock Fund Variable annuity account | Mutual Funds | — | — | $1.8M | 6.8% | |
| TIAA Traditional Annuity Guaranteed annuity contract - fair value | Mutual Funds | — | — | $1.7M | 6.2% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $1.5M | 5.5% | |
| iShares MSCI EAFE International Index Mutual fund | Other securities | — | — | $1.2M | 4.6% | |
| Lincoln Stable Value Group annuity contract - contract value | Stable Value | — | — | $1.1M | 4.0% | |
| CREF Growth Fund Variable annuity account | Mutual Funds | — | — | $1.0M | 3.7% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | Mutual Funds | — | — | $893K | 3.3% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $782K | 2.9% | |
| Vanguard Equity Income Fund Mutual fund | Mutual Funds | — | — | $568K | 2.1% | |
| Vanguard Small-Cap Value Index Adm Mutual fund | Mutual Funds | — | — | $512K | 1.9% | |
| JPMorgan Large Cap Growth Fund Mutual fund | Other securities | — | — | $489K | 1.8% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | Mutual Funds | — | — | $477K | 1.8% | |
| PGIM Total Return Bond Mutual fund | Other securities | — | — | $466K | 1.7% | |
| CREF Global Equities Fund Variable annuity account | Mutual Funds | — | — | $464K | 1.7% | |
| CREF Equity Index Fund Variable annuity account | Common Collective Trusts | — | — | $433K | 1.6% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | Mutual Funds | — | — | $428K | 1.6% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $407K | 1.5% | |
| Janus Henderson Global Equity Income Fund Mutual fund | Mutual Funds | — | — | $376K | 1.4% | |
| JPMorgan Mid Cap Growth Fund Mutual fund | Other securities | — | — | $319K | 1.2% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $307K | 1.1% | |
| Party Maturity Value Current Value American Century Small Cap Growth Mutual fund | Other securities | — | — | $301K | 1.1% | |
| CREF Social Choice Fund Variable annuity account | Mutual Funds | — | — | $208K | 0.8% | |
| CREF Core Bond Fund Variable annuity account | Mutual Funds | — | — | $176K | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $171K | 0.6% | |
| Vanguard Mid Cap Value Index Mutual fund | Mutual Funds | — | — | $170K | 0.6% | |
| CREF Money Market Fund Variable annuity account | Mutual Funds | — | — | $158K | 0.6% | |
| TIAA-CREF Nuveen Real Estate Securities Mutual fund | Mutual Funds | — | — | $110K | 0.4% | |
| TIAA Traditional Annuity Guaranteed annuity contract - contract value | Mutual Funds | — | — | $107K | 0.4% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $80K | 0.3% | |
| TIAA Access Nuveen LifeCycle 2025 Variable annuity account | Mutual Funds | — | — | $71K | 0.3% | |
| TIAA Access Nuveen International Equity Variable annuity account | Mutual Funds | — | — | $34K | 0.1% | |
| Vanguard Target Retirement Income Mutual fund | Mutual Funds | — | — | $30K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | Mutual Funds | — | — | $26K | <0.1% | |
| TIAA Access Nuveen LifeCycle 2035 Variable annuity account | Mutual Funds | — | — | $26K | <0.1% | |
| TIAA Access Nuveen LifeCycle 2045 Variable annuity account | Mutual Funds | — | — | $19K | <0.1% | |
| CREF Inflation-Linked Bond Fund Variable annuity account | Mutual Funds | — | — | $17K | <0.1% | |
| TIAA Access Nuveen Large Cap Value Variable annuity account | Mutual Funds | — | — | $16K | <0.1% | |
| TIAA Access Nuveen Mid Cap Growth Variable annuity account 658 * TIAA Access Nuveen Mid Cap Value Variable annuity account | Mutual Funds | — | — | $15K | <0.1% | |
| TIAA Access Nuveen Real Estate Sec Select Variable annuity account | Mutual Funds | — | — | $14K | <0.1% | |
| TIAA Access Nuveen Small Cap Blend Index Variable annuity account | Mutual Funds | — | — | $12K | <0.1% | |
| Party Maturity Value Current Value * TIAA Access Nuveen LifeCycle 2015 Variable annuity account | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA Access Nuveen Large Cap Resp Equity Variable annuity account | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Short-Term Investment Grade Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA Access Nuveen LifeCycle 2050 Variable annuity account | Mutual Funds | — | — | $4K | <0.1% | |
| BlackRock Strategic Global Bond Income Mutual fund 43 Fidelity Advisor International Growth Fund Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA Access Nuveen Bond Plus Variable annuity account | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
