GREG Martin signed Linsly School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Linsly School, Inc.'s EIN is 55-0357035.
Download the official 2024 Form 5500 (PDF) for Linsly School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Linsly School, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Non Benefit Responsive | Mutual Funds | — | — | $3.9M | 24.8% | |
| Variable Annuity Contracts 3,146 * CREF Stock | Mutual Funds | — | — | $2.8M | 17.8% | |
| 3,103 * CREF Growth | Mutual Funds | — | — | $1.6M | 10.1% | |
| 4,189 * CREF Global Equities | Mutual Funds | — | — | $1.4M | 9.0% | |
| 1,691 * CREF Equity Index | Common Collective Trusts | — | — | $853K | 5.4% | |
| 4,795 * CREF Core Bond | Mutual Funds | — | — | $630K | 4.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $524K | 3.3% | |
| 13,760 * TIAA Access International Equity T4 | Mutual Funds | — | — | $513K | 3.2% | |
| 1,361 * CREF Social Choice | Mutual Funds | — | — | $490K | 3.1% | |
| 5,627 * TIAA Access Large-Cap Value T4 | Mutual Funds | — | — | $421K | 2.7% | |
| 5,632 * TIAA Access Lifecycle 2030 T4 | Mutual Funds | — | — | $354K | 2.2% | |
| TIAA Separate Accounts 5,859 * TIAA Access Lifecycle 2010 T4 | Pooled Separate Accounts | — | — | $316K | 2.0% | |
| 2,923 * CREF Inflation-Linked Bond | Mutual Funds | — | — | $242K | 1.5% | |
| 2,950 * TIAA Access Mid-Cap Value T4 | Mutual Funds | — | — | $219K | 1.4% | |
| s * TIAA Traditional Annuity Benefit Responsive | Guaranteed Income / GIC | — | — | $203K | 1.3% | |
| 2,187 * TIAA Access Quant Small-Cap Equity T4 | Mutual Funds | — | — | $195K | 1.2% | |
| 3,635 * TIAA Access Real Estate Securities T4 | Mutual Funds | — | — | $186K | 1.2% | |
| 2,282 * TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | — | $168K | 1.1% | |
| 1,501 * TIAA Access Small-Cap Blend Index T4 | Mutual Funds | — | — | $119K | 0.8% | |
| 1,141 * TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | — | $77K | 0.5% | |
| 1,021 * TIAA Access Lifecycle 2055 T4 | Mutual Funds | — | — | $76K | 0.5% | |
| 982 * TIAA Access Lifecycle 2040 T4 | Mutual Funds | — | — | $72K | 0.5% | |
| 2,066 * CREF Money Market | Mutual Funds | — | — | $60K | 0.4% | |
| 1,452 * TIAA Access Bond Plus T4 | Mutual Funds | — | — | $59K | 0.4% | |
| 4 * TIAA Access Lifecycle 2020 T4 212 919 * TIAA Access Lifecycle 2025 T4 | Mutual Funds | — | — | $55K | 0.3% | |
| 654 * TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | — | $48K | 0.3% | |
| 502 * TIAA Access Mid-Cap Growth T4 | Mutual Funds | — | — | $43K | 0.3% | |
| 496 * TIAA Access Lifecycle 2060 T4 | Mutual Funds | — | — | $26K | 0.2% | |
| 140 * TIAA Access Large-Cap Growth T4 | Mutual Funds | — | — | $25K | 0.2% | |
| 154 * TIAA Access Social Choice T4 | Mutual Funds | — | — | $17K | 0.1% | |
| As of December 31, 2024 No. of Units Description Cost** Fair Value TIAA Separate Accounts (Continued) 66 * TIAA Access Growth & Income T4 | Pooled Separate Accounts | — | — | $10K | <0.1% | |
| 67 * TIAA Access Equity Index T4 | Common Collective Trusts | — | — | $3K | <0.1% | |
| 24 * TIAA Access Lifecycle Retirement Income 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.