Lee Nadine-Oppenheim signed The Ivymount School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Ivymount School, Inc.'s EIN is 52-1195527.
Download the official 2024 Form 5500 (PDF) for The Ivymount School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Ivymount School, Inc.'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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SNOWDEN CAPITAL ADVISORS, LLC | 45-0997570 | — | ADVISOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln National Life Insurance - Multi Fund | Other securities | — | — | $5.5M | 22.1% | |
| Yourpath 2050 | Other securities | — | — | $2.1M | 8.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.7M | 6.9% | |
| Yourpath 2045 | Other securities | — | — | $1.5M | 6.1% | |
| Yourpath Income | Other securities | — | — | $1.5M | 6.0% | |
| Yourpath 2030 | Other securities | — | — | $1.3M | 5.3% | |
| Fidelity Growth Portfolio | Mutual Funds | — | — | $1.1M | 4.6% | |
| Yourpath 2055 | Other securities | — | — | $1.1M | 4.3% | |
| LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $932K | 3.8% | |
| Harbor Capital Appreciation Retirement Class | Other securities | — | — | $886K | 3.6% | |
| Yourpath 2035 | Other securities | — | — | $669K | 2.7% | |
| Yourpath 2060 | Other securities | — | — | $597K | 2.4% | |
| T Rowe Price Mid Cap Growth I Class | Mutual Funds | — | — | $428K | 1.7% | |
| Metropolitan West Total Return Bond Plan Class | Other securities | — | — | $417K | 1.7% | |
| American Funds Growth Fund | Mutual Funds | — | — | $355K | 1.4% | |
| Yourpath 2025 | Other securities | — | — | $343K | 1.4% | |
| Fidelity Contrafund Portfolio | Mutual Funds | — | — | $266K | 1.1% | |
| Yourpath 2040 | Other securities | — | — | $239K | 1.0% | |
| Yourpath 2065 | Other securities | — | — | $233K | 0.9% | |
| American Funds Growth Income | Mutual Funds | — | — | $221K | 0.9% | |
| American Funds Capital World Growth And Inco | Mutual Funds | — | — | $215K | 0.9% | |
| Lincoln Stable Value Account- Lngpa | Stable Value | — | — | $215K | 0.9% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $215K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $215K | 0.9% | |
| LVIP Baron Grth Opportunities | Other securities | — | — | $213K | 0.9% | |
| LVIP T. Rowe Price Structured | Other securities | — | — | $206K | 0.8% | |
| Invesco Small Cap Growth Class R6 | Mutual Funds | — | — | $172K | 0.7% | |
| Fidelity Asset Manager | Mutual Funds | — | — | $147K | 0.6% | |
| State Street Aggregate Bond Index Class K | Other securities | — | — | $145K | 0.6% | |
| Ishares MSCI Eafe International Index Class K | Other securities | — | — | $132K | 0.5% | |
| iShares Russell 2000 Small Cap Index Class K | Common Collective Trusts | — | — | $131K | 0.5% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $116K | 0.5% | |
| LVIP SSGA Small Cap Index | Other securities | — | — | $103K | 0.4% | |
| Delaware VIP Reit Series | Common Stocks | — | — | $100K | 0.4% | |
| Lincoln VIP Social Awareness | Other securities | — | — | $95K | 0.4% | |
| Delaware VIP Small Cap Value | Other securities | — | — | $81K | 0.3% | |
| Notes Receivable from Participants | Other securities | — | — | $80K | 0.3% | |
| MFS Value Class R6 | Mutual Funds | — | — | $77K | 0.3% | |
| Neuberger Amt Sustainable Equity | Other securities | — | — | $77K | 0.3% | |
| Invesco Small Cap Value Class R6 | Mutual Funds | — | — | $72K | 0.3% | |
| Principal Real Estate Securities Class R6 | Other securities | — | — | $57K | 0.2% | |
| LVIP Prot Profile Growth | Other securities | — | — | $56K | 0.2% | |
| Invesco Eqv Emerging Markets All Cap | Mutual Funds | — | — | $49K | 0.2% | |
| Yourpath Income Conservative | Other securities | — | — | $49K | 0.2% | |
| Yourpath Income Aggressive | Other securities | — | — | $49K | 0.2% | |
| Delaware VIP Mid Cap Growth | Other securities | — | — | $40K | 0.2% | |
| Lincoln VIP Growth And Income | Other securities | — | — | $37K | 0.2% | |
| T. Rowe Price International Stock | Other securities | — | — | $32K | 0.1% | |
| Janus Aspen Worldwide | Mutual Funds | — | — | $30K | 0.1% | |
| Blackrock Inflation Protected Bond Class K | Other securities | — | — | $28K | 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 |
|---|---|---|---|---|---|
| MULLINS, PC | 47-4306215 | — | AUDITOR | $9K | — |
