Steven Thomas signed New Classrooms Innovation Partners for Learning's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Classrooms Innovation Partners for Learning's EIN is 45-2736163.
Download the official 2024 Form 5500 (PDF) for New Classrooms Innovation Partners for Learning from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Classrooms Innovation Partners for Learning's plan includes a 403(b) annuity, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | BALTIMORE, MD | ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S, AT FAIR VALUE SHARES / UNITS Vanguard Target Retirement 2055 Fund Investor Shares | Mutual Funds | — | $545K | $1.6M | 17.9% | |
| Vanguard Target Retirement 2040 Fund Investor Shares | Mutual Funds | — | $575K | $1.5M | 17.7% | |
| Vanguard Target Retirement 2045 Fund Investor Shares | Mutual Funds | — | $448K | $1.3M | 14.5% | |
| Vanguard Target Retirement 2050 Fund Investor Shares | Mutual Funds | — | $374K | $1.1M | 12.3% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | $198K | $711K | 8.2% | |
| Vanguard Target Retirement 2030 Fund Investor Shares | Mutual Funds | — | $258K | $603K | 7.0% | |
| Vanguard Target Retirement 2060 Fund Investor Shares | Mutual Funds | — | $130K | $370K | 4.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | $104K | $258K | 3.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | $87K | $209K | 2.4% | |
| Vanguard Target Retirement 2035 Fund Investor Shares | Mutual Funds | — | $76K | $190K | 2.2% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | $62K | $129K | 1.5% | |
| Vanguard Target Retirement 2025 Fund Investor Shares | Mutual Funds | — | $54K | $119K | 1.4% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | $25K | $88K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Investor Shares | Mutual Funds | — | $23K | $45K | 0.5% | |
| Vanguard Intermediate Term Bond Index Admiral Shares | Mutual Funds | — | $32K | $37K | 0.4% | |
| Nuveen Real Estate Securities Fund - Class R6 | Mutual Funds | — | $17K | $22K | 0.3% | |
| Nationwide GQG US Quality Eq R6 | Other securities | — | $16K | $17K | 0.2% | |
| Nationwide Loomis All Cap Growth Fund Class R6 | Other securities | — | $5K | $16K | 0.2% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | $9K | $15K | 0.2% | |
| Nationwide BNY Mellon Dyn US Core R6 | Other securities | — | $2K | $12K | 0.1% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | $5K | $11K | 0.1% | |
| Nationwide BNY Mellon Dyn US Eq Inc R6 | Common Stocks | — | $7K | $10K | 0.1% | |
| Columbia Overseas Value Inst3 Fund Stock Price | Other securities | — | $9K | $9K | 0.1% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | $8K | $9K | 0.1% | |
| Goldman Sachs GQG Partners International Opportunities Fund | Other securities | — | $7K | $9K | 0.1% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | $3K | $9K | 0.1% | |
| Nationwide Invesco Core Plus Bond Fund Class R6 | Mutual Funds | — | $7K | $8K | <0.1% | |
| Nationwide Geneva Mid Cap Gr R6 | Other securities | — | $7K | $8K | <0.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $4K | $7K | <0.1% | |
| Invesco Global Real Estate Income Fund Class R6 | Mutual Funds | — | $7K | $7K | <0.1% | |
| PIMCO RAE International Fund Institutional Class | Mutual Funds | — | $7K | $7K | <0.1% | |
| EUPAC Fund Class R6 | Other securities | — | $3K | $7K | <0.1% | |
| Nationwide Loomis Core Bond R6 Fund Stock Price | Other securities | — | $6K | $7K | <0.1% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | $5K | $6K | <0.1% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | $4K | $5K | <0.1% | |
| Columbia Commodity Strategy Fund Institutional 3 Class | Other securities | — | $5K | $5K | <0.1% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | $3K | $5K | <0.1% | |
| Franklin Small Cap Growth Fund Class R6 | Mutual Funds | — | $2K | $4K | <0.1% | |
| Avantis Emerging Markets Equity Fund | Other securities | — | $3K | $3K | <0.1% | |
| Federated Hermes Govt Obl Premier | Other securities | — | $2K | $3K | <0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $2K | $2K | <0.1% | |
| Blackrock High Yield Bond Portfolio | Other securities | — | $1K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | 13-3745616 | CHARLOTTE, NC | TPA | $11K | — |
