LING XIE signed Cape Henry Collegiate School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cape Henry Collegiate School's EIN is 54-0793766.
Download the official 2024 Form 5500 (PDF) for Cape Henry Collegiate School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cape Henry Collegiate School's plan includes a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | NEW YORK, NY | INSURANCE SERVICES | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INVESTMENT PARTNERS | 84-4758315 | GLEN ALLEN, VA | ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed insurance contracts * TIAA Traditional Non Benefit Responsive Insurance | Mutual Funds | — | — | $3.1M | 9.5% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $2.9M | 9.0% | |
| CREF Stock R1 | Mutual Funds | — | — | $2.8M | 8.7% | |
| CREF Growth R1 | Mutual Funds | — | — | $2.8M | 8.6% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $2.3M | 7.0% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $1.6M | 4.8% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.5M | 4.7% | |
| Contracts, at fair value, rate varies * TIAA Traditional Benefit Responsive Insurance | Mutual Funds | — | — | $1.5M | 4.5% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $1.2M | 3.8% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $1.2M | 3.8% | |
| Variable annuities (con't.) * CREF Equity Index R1 | Common Collective Trusts | — | — | $1.1M | 3.3% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $1.0M | 3.1% | |
| Baird Core Plus Bond Institutional | Other securities | — | — | $911K | 2.8% | |
| Nuveen Lifecycle Index 2010 R6 621 * Nuveen Lifecycle Index 2015 R6 1 * Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $730K | 2.2% | |
| Vanguard Federal Money Market Investors | Mutual Funds | — | — | $674K | 2.1% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $661K | 2.0% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $637K | 2.0% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $611K | 1.9% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $566K | 1.7% | |
| T. Rowe Price T. Rowe Price All-Cap Opportunities Fund | Other securities | — | — | $505K | 1.5% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $400K | 1.2% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $355K | 1.1% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $314K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $301K | 0.9% | |
| Contracts, at contract value, rate varies * Participant loans Interest bearing at 4.25% - 9.50%, maturing through | Bonds / Notes | — | — | $280K | 0.9% | |
| Parnassus Core Equity Institutional | Other securities | — | — | $237K | 0.7% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $234K | 0.7% | |
| TIAA Access Nuv Lifecycle 2030 T4 | Mutual Funds | — | — | $207K | 0.6% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $203K | 0.6% | |
| CREF Money Market R1 | Mutual Funds | — | — | $179K | 0.5% | |
| TIAA Access Nuv International Equity T4 | Mutual Funds | — | — | $149K | 0.5% | |
| Emerald Growth Fund Institutional | Other securities | — | — | $149K | 0.5% | |
| TIAA Access Nuv Lifecycle 2050 T4 | Mutual Funds | — | — | $146K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $125K | 0.4% | |
| TIAA Access Nuv Large-Cap Value T4 | Mutual Funds | — | — | $125K | 0.4% | |
| TIAA Access Nuv Quantity Small Cap Equity T4 | Mutual Funds | — | — | $102K | 0.3% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $102K | 0.3% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $97K | 0.3% | |
| TIAA Access Nuv Lifecycle 2020 T4 | Mutual Funds | — | — | $87K | 0.3% | |
| Boston Partners Boston Partners Small Cap Value II Institutional | Other securities | — | — | $80K | 0.2% | |
| TIAA Access Nuv Lifecycle 2045 T4 | Mutual Funds | — | — | $54K | 0.2% | |
| TIAA Access Nuv Real Estate Securities T4 | Mutual Funds | — | — | $50K | 0.2% | |
| TIAA Access Social Choice Equity T4 | Mutual Funds | — | — | $38K | 0.1% | |
| TIAA Access Nuv Mid-Cap Value T4 | Mutual Funds | — | — | $35K | 0.1% | |
| TIAA Access Nuv Small-Cap Blend Index T4 | Mutual Funds | — | — | $33K | 0.1% | |
| TIAA Access Nuv Core Equity T4 | Mutual Funds | — | — | $33K | 0.1% | |
| TIAA Access Nuv Lifecycle 2025 T4 | Mutual Funds | — | — | $28K | <0.1% | |
| TIAA Access Nuv Large-Cap Growth T4 | Mutual Funds | — | — | $17K | <0.1% | |
| TIAA Access Nuv Money Market T4 | Mutual Funds | — | — | $16K | <0.1% | |
| TIAA Access Nuv Mid-Cap Growth T4 | Mutual Funds | — | — | $16K | <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 |
|---|---|---|---|---|---|
| CHARLES W. SNADER, P.C. | 54-1873714 | CHESAPEAKE, VA | AUDITOR | $14K | — |
