Angela Y. Johnson signed Gilman School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gilman School's EIN is 52-0591604.
Download the official 2024 Form 5500 (PDF) for Gilman School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gilman 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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | NONE | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Non-Fully Benefit Responsive Insurance Annuity Contract * TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $14.6M | 13.5% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $11.6M | 10.7% | |
| Nuveen S&P 500 Index-Retirement | Common Collective Trusts | — | — | $7.5M | 6.9% | |
| Variable Contracts * CREF Stock R1 | Mutual Funds | — | — | $6.9M | 6.4% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $6.2M | 5.7% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $5.6M | 5.2% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $5.5M | 5.1% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $5.4M | 5.0% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $4.4M | 4.1% | |
| Registered Investment Companies (continued) T. Rowe Price Retirement 2020 | Other securities | — | — | $3.8M | 3.5% | |
| Nuveen International Equity Index- Inst | Common Collective Trusts | — | — | $3.2M | 3.0% | |
| CREF Growth R1 | Mutual Funds | — | — | $2.4M | 2.2% | |
| Fully Benefit Responsive Insurance Annuity Contracts * TIAA Stable Value | Stable Value | — | — | $2.3M | 2.2% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $2.0M | 1.9% | |
| Registered Investment Companies T. Rowe Price Retirement 2010 | Other securities | — | — | $2.0M | 1.8% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.8M | 1.7% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $1.5M | 1.4% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $1.2M | 1.1% | |
| Nuveen Small-Cap Blend Index-Inst | Mutual Funds | — | — | $1.2M | 1.1% | |
| Victory Sycamore Established Value I | Other securities | — | — | $1.2M | 1.1% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.2M | 1.1% | |
| Columbia Mid Cap Index Institutional 2 | Other securities | — | — | $1.1M | 1.1% | |
| CREF Money Market R1 | Mutual Funds | — | — | $1.1M | 1.0% | |
| Prudential High Yield Fund R6 | Other securities | — | — | $1.0M | 1.0% | |
| T. Rowe Price Equity Income | Other securities | — | — | $1.0M | 1.0% | |
| American EuroPacific Growth R6 | Other securities | — | — | $972K | 0.9% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $946K | 0.9% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $861K | 0.8% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $851K | 0.8% | |
| Vanguard Inflation Protect Sec Adm | Mutual Funds | — | — | $826K | 0.8% | |
| JP Morgan Core Bond R6 | Other securities | — | — | $800K | 0.7% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $753K | 0.7% | |
| TIAA Traditional Annuity | Mutual Funds | — | — | $730K | 0.7% | |
| Nuveen Bond Index- Inst | Mutual Funds | — | — | $657K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $604K | 0.6% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $470K | 0.4% | |
| Janus Henderson Triton I | Mutual Funds | — | — | $416K | 0.4% | |
| Participants Participant Loans | Participant loans | — | — | $395K | 0.4% | |
| T. Rowe Price Small Cap Value | Other securities | — | — | $309K | 0.3% | |
| TIAA Access Nuveen International Equity T4 | Mutual Funds | — | — | $306K | 0.3% | |
| Carillon Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $261K | 0.2% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $258K | 0.2% | |
| TIAA Access Nuveen Large-Cap Value Valve T4 | Mutual Funds | — | — | $243K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2030 T4 | Mutual Funds | — | — | $220K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2035 T4 | Mutual Funds | — | — | $174K | 0.2% | |
| TIAA Access Nuveen Small-Cap Equity T4 | Mutual Funds | — | — | $169K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Value T4 | Mutual Funds | — | — | $140K | 0.1% | |
| Lord Abbett Short Duration Income I | Mutual Funds | — | — | $127K | 0.1% | |
| T. Rowe Price Retirement Balance I | Other securities | — | — | $118K | 0.1% | |
| TIAA Access Nuveen Real Estate Securities T4 | Mutual Funds | — | — | $115K | 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 |
|---|---|---|---|---|---|
| SB & COMPANY, LLC | 20-2153727 | — | NONE | $10K | — |
