William Teachum signed The Norwood School, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Norwood School, Inc.'s EIN is 52-0901098.
Download the official 2023 Form 5500 (PDF) for The Norwood School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Norwood School, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRM CONSULTING | 52-2146813 | — | PLAN CONSULTANT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO LLP | 57-1157523 | — | PLAN AUDITOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock Account CREF Variable Annuity NR | Mutual Funds | — | — | $6.5M | 14.7% | |
| TIAA Traditional Non Benefit Responsive (RA) Insurance Annuity Contract NR | Mutual Funds | — | — | $6.0M | 13.7% | |
| CREF Growth Account CREF Variable Annuity NR | Mutual Funds | — | — | $3.2M | 7.3% | |
| Nuveen Lifecycle 2030 Mutual Fund NR | Mutual Funds | — | — | $2.6M | 5.9% | |
| CREF Global Equities Account CREF Variable Annuity NR | Mutual Funds | — | — | $2.6M | 5.8% | |
| CREF Equity Index Account CREF Variable Annuity NR | Common Collective Trusts | — | — | $2.2M | 5.0% | |
| CREF Social Choice Account CREF Variable Annuity NR | Mutual Funds | — | — | $1.7M | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.7M | 3.8% | |
| Nuveen Lifecycle 2045 Mutual Fund NR | Mutual Funds | — | — | $1.2M | 2.8% | |
| CREF Core Bond Account CREF Variable Annuity NR | Mutual Funds | — | — | $1.2M | 2.7% | |
| Nuveen Lifecycle 2025 Mutual Fund NR | Mutual Funds | — | — | $1.2M | 2.6% | |
| TIAA Access Nuveen International Equity T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $998K | 2.3% | |
| Nuveen Lifecycle 2035 Mutual Fund NR | Mutual Funds | — | — | $988K | 2.2% | |
| TIAA Traditional Benefit Responsive Insurance Annuity Contract, at contract value NR | Mutual Funds | — | — | $958K | 2.2% | |
| Nuveen Lifecycle 2050 Mutual Fund NR | Mutual Funds | — | — | $926K | 2.1% | |
| TIAA Access Nuveen Large-Cap Value T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $839K | 1.9% | |
| TIAA Traditional Non Benefit Responsive (RC) Insurance Annuity Contract NR | Mutual Funds | — | — | $813K | 1.8% | |
| Nuveen Lifecycle 2040 Mutual Fund NR | Mutual Funds | — | — | $637K | 1.4% | |
| CREF Inflation-Linked Bond Account CREF Variable Annuity NR | Mutual Funds | — | — | $574K | 1.3% | |
| TIAA Access Nuveen Quant Small-Cap Equity T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $529K | 1.2% | |
| Goldman Sachs Strategic International Equity Mutual Fund NR | Other securities | — | — | $507K | 1.1% | |
| Nuveen Lifecycle 2020 Mutual Fund NR | Mutual Funds | — | — | $431K | 1.0% | |
| Goldman Sachs Large Cap Value Mutual Fund NR | Other securities | — | — | $381K | 0.9% | |
| TIAA Access Nuveen Real Estate Secs T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $374K | 0.8% | |
| TIAA Access Nuveen Mid-Cap Value T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $364K | 0.8% | |
| Nuveen Lifecycle 2055 Mutual Fund NR | Mutual Funds | — | — | $323K | 0.7% | |
| TIAA Access Nuveen Lifecycle 2040 T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $316K | 0.7% | |
| TIAA Access Nuveen Lifecycle 2035 T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $312K | 0.7% | |
| MFS Global Equity Mutual Fund NR | Mutual Funds | — | — | $309K | 0.7% | |
| TIAA Access Nuveen Lifecycle 2030 T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $278K | 0.6% | |
| TIAA Access Nuveen Lifecycle 2045 T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $248K | 0.6% | |
| Blackrock Inflation Protected Bond Mutual Fund NR | Other securities | — | — | $239K | 0.5% | |
| TIAA Access Nuveen Lifecycle 2050 T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $228K | 0.5% | |
| Victory Sycamore Established Value Mutual Fund NR | Other securities | — | — | $226K | 0.5% | |
| Principal SmallCap S&P 600 Index Mutual Fund NR | Other securities | — | — | $196K | 0.4% | |
| CREF Money Market Account CREF Variable Annuity NR | Mutual Funds | — | — | $178K | 0.4% | |
| TIAA Access Nuveen Small-Cap Blend Index T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $178K | 0.4% | |
| TIAA Access Nuveen Core Bond Plus T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $158K | 0.4% | |
| TIAA Traditional Benefit Responsive 2 Insurance Annuity Contract, at contract value NR 8 * TIAA Stable Value Insurance Annuity Contract, at contract value NR | Stable Value | — | — | $151K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2010 T3 TIAA Access Variable Annuity NR 11 * TIAA Access Nuveen Lifecycle 2025 T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $149K | 0.3% | |
| TIAA Access Nuveen Large Cap Responsible Equity T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $134K | 0.3% | |
| Participant loans Various, bearing interest at 4.25% - 9.50% - | Bonds / Notes | — | — | $126K | 0.3% | |
| American Funds New World Mutual Fund NR | Mutual Funds | — | — | $120K | 0.3% | |
| American Funds American Balanced Mutual Fund NR | Mutual Funds | — | — | $101K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Growth T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $87K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2060 T3 TIAA Access Variable Annuity NR | Mutual Funds | — | — | $81K | 0.2% | |
| Nuveen Lifecycle 2060 Mutual Fund NR | Mutual Funds | — | — | $76K | 0.2% | |
| Nuveen Lifecycle 2010 Mutual Fund NR 5 Nuveen Lifecycle 2015 Mutual Fund NR | Mutual Funds | — | — | $70K | 0.2% | |
| Voya Intermediate Bond Fund Mutual Fund NR | Other securities | — | — | $69K | 0.2% | |
| TIAA Access Nuveen Equity Index T3 TIAA Access Variable Annuity NR | Common Collective Trusts | — | — | $67K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
