David Mauger signed Wilmington Friends School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilmington Friends School, Inc.'s EIN is 51-0064310.
Download the official 2024 Form 5500 (PDF) for Wilmington Friends School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilmington Friends School, Inc.'s plan includes profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIDDLE CAPITAL MANAGEMENT, INC | 52-2044910 | WILMINGTON, DE | INVESTMENT ADVISOR | $46K | — |
| TIAA | 13-1624203 | NEW YORK, NY | INVESTMENT ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-3745616 |
| WHITE PLAINS, NY |
| PLAN ADMINISTRATOR TPA |
| $15K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIXED ANNUITY CONTRACTS WITH INSURANCE COMPANY * TIAA Traditional Non Benefit Responsive Annuity contract - non-benefit responsive | Mutual Funds | — | — | $8.1M | 14.9% | |
| REGISTERED INVESTMENT COMPANIES * CREF Stock R2 Registered Investment Company | Mutual Funds | — | — | $7.8M | 14.3% | |
| American Funds Balanced Fd R6 Registered Investment Company | Mutual Funds | — | — | $3.8M | 7.0% | |
| CREF Growth R2 Registered Investment Company | Mutual Funds | — | — | $3.4M | 6.2% | |
| Nuveen Large Cap Growth Index R6 Registered Investment Company | Mutual Funds | — | — | $3.3M | 6.0% | |
| TIAA Traditional Benefit Responsive Annuity contract - benefit responsive | Mutual Funds | — | — | $1.8M | 3.3% | |
| Nuveen Large Cap Value Index R6 Registered Investment Company | Mutual Funds | — | — | $1.7M | 3.1% | |
| CREF Global Equities R2 Registered Investment Company | Mutual Funds | — | — | $1.6M | 2.9% | |
| TIAA Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | — | $1.5M | 2.8% | |
| Vanguard Equity Income Adm Registered Investment Company | Mutual Funds | — | — | $1.4M | 2.5% | |
| Nuveen S&P 500 Index R6 Registered Investment Company | Common Collective Trusts | — | — | $1.3M | 2.3% | |
| CREF Money Market R2 Registered Investment Company | Mutual Funds | — | — | $1.1M | 2.1% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | Common Stocks | — | — | $1.1M | 2.1% | |
| CREF Equity Index R2 Registered Investment Company | Common Collective Trusts | — | — | $930K | 1.7% | |
| TIAA Traditional Non Benefit Responsive 2 Annuity contract - non-benefit responsive | Mutual Funds | — | — | $921K | 1.7% | |
| TIAA Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $891K | 1.6% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | Mutual Funds | — | — | $891K | 1.6% | |
| Baird Aggregate Bond Inst Registered Investment Company | Common Stocks | — | — | $876K | 1.6% | |
| CREF Core Bond R2 Registered Investment Company | Mutual Funds | — | — | $863K | 1.6% | |
| Causeway International Value I Registered Investment Company | Common Stocks | — | — | $854K | 1.6% | |
| Dodge & Cox Stock Fund Class X Registered Investment Company | Mutual Funds | — | — | $852K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $815K | 1.5% | |
| CREF Social Choice R2 Registered Investment Company | Mutual Funds | — | — | $807K | 1.5% | |
| Franklin Small Cap Value R6 Registered Investment Company | Mutual Funds | — | — | $732K | 1.3% | |
| Nuveen Small Cap Bld Index R6 Registered Investment Company | Mutual Funds | — | — | $725K | 1.3% | |
| JPMorgan Small Cap Growth R6 Registered Investment Company | Common Stocks | — | — | $710K | 1.3% | |
| Vanguard Mid-Cap Index Adm Registered Investment Company | Mutual Funds | — | — | $665K | 1.2% | |
| T. Rowe Price Large-Cap Gr I Registered Investment Company | Common Stocks | — | — | $575K | 1.1% | |
| TIAA Traditional Benefit Responsive 2 Annuity contract - benefit responsive | Mutual Funds | — | — | $511K | 0.9% | |
| REGISTERED INVESTMENT COMPANIES (Continued) AME Capital World Bd Fd Cl R6 Registered Investment Company | Common Stocks | — | — | $490K | 0.9% | |
| CREF Inflation-Linked Bond R2 Registered Investment Company | Mutual Funds | — | — | $466K | 0.9% | |
| Vanguard Real Estate Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $406K | 0.7% | |
| TIAA Access Nuveen International Equity T3 Registered Investment Company | Mutual Funds | — | — | $355K | 0.7% | |
| TIAA Access Nuveen Large Cap Value T3 Registered Investment Company | Mutual Funds | — | — | $311K | 0.6% | |
| TIAA Stable Value Annuity contract - benefit responsive | Stable Value | — | — | $258K | 0.5% | |
| Participants Participant Loans | Participant loans | — | — | $246K | 0.5% | |
| August 2031. | Other securities | — | — | $246K | 0.5% | |
| TIAA Access Nuveen Qt Small Cap Eq T3 Registered Investment Company | Mutual Funds | — | — | $228K | 0.4% | |
| BlackRock High Yield Class K Registered Investment Company | Common Stocks | — | — | $216K | 0.4% | |
| Vanguard Intr-Trm Gvt Bond Index Adm Registered Investment Company | U.S. Treasuries | — | — | $193K | 0.4% | |
| TIAA Access Nuveen RlEstSecSel T3 Registered Investment Company | Mutual Funds | — | — | $184K | 0.3% | |
| TIAA Access Nuveen LifeCycle 2020 T3 Registered Investment Company | Mutual Funds | — | — | $164K | 0.3% | |
| BlackRock Sustainable Ad LCC K Registered Investment Company | Common Stocks | — | — | $161K | 0.3% | |
| TIAA Access Nuveen Large Cap Res Eq T3 Registered Investment Company | Mutual Funds | — | — | $156K | 0.3% | |
| TIAA Access Nuveen Mid Cap Val T3 Registered Investment Company | Mutual Funds | — | — | $132K | 0.2% | |
| TIAA Access Nuveen Core Plus Bond T3 Registered Investment Company | Mutual Funds | — | — | $116K | 0.2% | |
| TIAA Access Nuveen LifeCycle 2025 T3 Registered Investment Company | Mutual Funds | — | — | $101K | 0.2% | |
| TIAA Access Nuveen LifeCycle 2050 T3 Registered Investment Company | Mutual Funds | — | — | $100K | 0.2% | |
| First Eagle Gold Class R6 Registered Investment Company | Common Stocks | — | — | $85K | 0.2% | |
| TIAA Access Nuveen Sm Cp Bl Ix T3 Registered Investment Company | Mutual Funds | — | — | $77K | 0.1% |
