Barry Howard signed New America's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New America's EIN is 52-2096845.
Download the official 2024 Form 5500 (PDF) for New America from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New America's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $55K | — |
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 Growth R1 | Mutual Funds | — | — | $3.8M | 8.2% | |
| CREF Stock R1 | Mutual Funds | — | — | $3.6M | 7.6% | |
| TIAA Trust, N.A. T. Rowe Price Ret 2050 Adv | Mutual Funds | — | — | $3.5M | 7.4% | |
| CREF Equity Index R4 | Common Collective Trusts | — | — | $3.5M | 7.4% | |
| TIAA Trust, N.A. Nuveen S&P 500 Index Retire | Common Collective Trusts | — | — | $3.1M | 6.7% | |
| College Retirement Equities Fund variable annuities T. Rowe Price Retire 2045 Fund | Other securities | — | — | $2.8M | 6.0% | |
| College Retirement Equities Fund variable annuities T. Rowe Price Retire 2055 Fund | Other securities | — | — | $2.5M | 5.4% | |
| College Retirement Equities Fund variable annuities T. Rowe Price Retire 2035 Fund | Other securities | — | — | $2.4M | 5.0% | |
| College Retirement Equities Fund variable annuities T. Rowe Price Retire 2040 Fund | Other securities | — | — | $2.3M | 5.0% | |
| TIAA Nonbenefit Responsive Fixed Account | Mutual Funds | — | — | $2.1M | 4.4% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $2.1M | 4.4% | |
| TIAA Trust, N.A. Nuveen Internatl Eq Idx Retire | Common Collective Trusts | — | — | $1.5M | 3.3% | |
| College Retirement Equities Fund variable annuities AF Washington Mutual Inv R4 | Other securities | — | — | $1.4M | 3.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $1.3M | 2.7% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $1.0M | 2.2% | |
| College Retirement Equities Fund variable annuities T. Rowe Price Retire 2030 Fund | Other securities | — | — | $955K | 2.0% | |
| TIAA Traditional Annuity Contract | Mutual Funds | — | — | $854K | 1.8% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $777K | 1.7% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $714K | 1.5% | |
| CREF Growth R4 | Mutual Funds | — | — | $672K | 1.4% | |
| TIAA Trust, N.A. T. Rowe Price Ret 2060 Adv | Mutual Funds | — | — | $625K | 1.3% | |
| TIAA Trust, N.A. Columbia Mid Cap Index Fund A | Common Collective Trusts | — | — | $604K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $567K | 1.2% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $512K | 1.1% | |
| TIAA Trust, N.A. Columbia Small-Cap Index A | Mutual Funds | — | — | $505K | 1.1% | |
| TIAA Trust, N.A. John Hancock Disciplined Value Mid Cap Fund R6 | Mutual Funds | — | — | $479K | 1.0% | |
| CREF Money Market R1 | Mutual Funds | — | — | $446K | 0.9% | |
| CREF Money Market R4 | Mutual Funds | — | — | $441K | 0.9% | |
| TIAA Trust, N.A. PIMCO Total Return Instl | Mutual Funds | — | — | $399K | 0.8% | |
| College Retirement Equities Fund variable annuities GoldmanSachsIntlSmCpInsightsR6 | Other securities | — | — | $364K | 0.8% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $288K | 0.6% | |
| TIAA Trust, N.A. BNY Mellon Bond Market Index | Mutual Funds | — | — | $283K | 0.6% | |
| College Retirement Equities Fund variable annuities John Hancock Alt Asset Allo R6 | Other securities | — | — | $238K | 0.5% | |
| TIAA Trust, N.A. American Funds New World R4 | Mutual Funds | — | — | $224K | 0.5% | |
| Participants Participant Loans - Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $205K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $140K | 0.3% | |
| College Retirement Equities Fund variable annuities T. Rowe Price Retire 2020 Fund | Other securities | — | — | $122K | 0.3% | |
| TIAA Trust, N.A. T. Rowe Price Retirement Balanced Fund | Mutual Funds | — | — | $112K | 0.2% | |
| College Retirement Equities Fund variable annuities American Beacon Sm Cp Val R5 | Other securities | — | — | $83K | 0.2% | |
| TIAA Trust, N.A. MassMutual Mid Cap Growth Fund Administrative | Mutual Funds | — | — | $39K | <0.1% | |
| TIAA Trust, N.A. T. Rowe Price Ret 2015 Adv | Mutual Funds | — | — | $13K | <0.1% | |
| College Retirement Equities Fund variable annuities T. Rowe Price Retire 2005 Fund | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Trust, N.A. T. Rowe Price Ret 2010 Adv | Mutual Funds | — | — | $7K | <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 |
|---|---|---|---|---|---|
| CLIFTONLARSENALLEN, LLP | 41-0746749 | — | ACCOUNTANT | $7K | — |
