LISA Dwelle signed The Steward School Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Steward School Corporation's EIN is 54-0914765.
Download the official 2024 Form 5500 (PDF) for The Steward School Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Steward School Corporation's plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | INVESTMENT ADVISOR | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET State Street Equity 500 Indx K | Other securities | — | — | $5.7M | 26.8% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $3.1M | 14.6% | |
| STATE STREET State Street Cap Eq ExUS Idx K | Common Collective Trusts | — | — | $2.4M | 11.4% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $1.6M | 7.3% | |
| CREF Stock R1 | Mutual Funds | — | — | $1.2M | 5.6% | |
| CREF Growth R1 | Mutual Funds | — | — | $868K | 4.0% | |
| VANGUARD Mid-Cap Idx Adm | Common Collective Trusts | — | — | $814K | 3.8% | |
| VANGUARD Small-Cap Idx Adm | Common Collective Trusts | — | — | $698K | 3.3% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $559K | 2.6% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $348K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $347K | 1.6% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $321K | 1.5% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $275K | 1.3% | |
| DFA Real Estate Sec Port Inst | Mutual Funds | — | — | $272K | 1.3% | |
| TIAA Stable Value | Stable Value | — | — | $253K | 1.2% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $250K | 1.2% | |
| CREF Money Market | Mutual Funds | — | — | $243K | 1.1% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $224K | 1.0% | |
| VANGUARD Short Gvt Bd Idx Adm | Common Collective Trusts | — | — | $223K | 1.0% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $145K | 0.7% | |
| TIAA Access Nuv LifCyc 2010 T4 29 * TIAA Access Nuv LifCyc 2015 T4 29 * TIAA Access Nuv LifCyc 2020 T4 875 * TIAA Access Nuv LifCyc 2025 T4 | Mutual Funds | — | — | $142K | 0.7% | |
| PUTNAM Large Cap Value Fund R6 | Mutual Funds | — | — | $86K | 0.4% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $83K | 0.4% | |
| TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | — | $69K | 0.3% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | Mutual Funds | — | — | $61K | 0.3% | |
| JOHN HANCOCK John Hancock Discip V Md Cp R6 | Other securities | — | — | $59K | 0.3% | |
| VANGUARD Emr Mkts Stk Idx Adm | Common Collective Trusts | — | — | $58K | 0.3% | |
| GOLDMANSACHS GQG PartItl Op R6 | Other securities | — | — | $55K | 0.3% | |
| TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $55K | 0.3% | |
| AB Large Cap Growth Fund Z | Other securities | — | — | $54K | 0.3% | |
| MACQUARIE Small Cap Core R6 | Other securities | — | — | $49K | 0.2% | |
| TIAA Access Nuv RlEstSecSel T4 | Mutual Funds | — | — | $45K | 0.2% | |
| TIAA Access Nuv LifCyc 2040 T4 | Mutual Funds | — | — | $37K | 0.2% | |
| TIAA Access Nuv Core Pl Bd T4 | Mutual Funds | — | — | $34K | 0.2% | |
| NUVEEN Core Plus Bond R6 | Mutual Funds | — | — | $34K | 0.2% | |
| TIAA Access Nuv LifCyc 2030 T4 | Mutual Funds | — | — | $27K | 0.1% | |
| BLACKROCK High Yield Class K | Other securities | — | — | $25K | 0.1% | |
| DODGE & COX Dodge & Cox Income Fund - Cl X | Mutual Funds | — | — | $25K | 0.1% | |
| STATE STREET State Street Aggrgte Bnd Idx K | Common Collective Trusts | — | — | $24K | 0.1% | |
| TIAA Access Nuv LifCyc 2045 T4 | Mutual Funds | — | — | $18K | <0.1% | |
| SCHWAB Treas Infl Prot Sec Idx | Common Collective Trusts | — | — | $17K | <0.1% | |
| TIAA Access Nuv Core Equity T4 | Mutual Funds | — | — | $15K | <0.1% | |
| TIAA Access Nuv Equity Idx T4 | Common Collective Trusts | — | — | $14K | <0.1% | |
| AME Capital World Bd Fd Cl R6 | Other securities | — | — | $13K | <0.1% | |
| AMERICAN FUNDS American Funds New World R6 | Mutual Funds | — | — | $11K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 | Mutual Funds | — | — | $9K | <0.1% | |
| TIAA Access Nuv LifCyc 2050 T4 518 * TIAA Access Nuv Mid Cap Grw T4 | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA Access Nuv LifCyc 2035 T4 | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA Access Nuv LfCy Rt Inc T4 443 * TIAA Access Nuv Lrg Cap Gr T4 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
