Michelle Lammon signed Saint Marys School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint Marys School's EIN is 56-0532314.
Download the official 2024 Form 5500 (PDF) for Saint Marys School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saint Marys School's plan includes 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | — | — | — |
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-CREF TIAA Traditional Annuity - Non Benefit-Responsive | Mutual Funds | — | — | $3.5M | 17.1% | |
| TIAA-CREF CREF Stock | Mutual Funds | — | — | $2.2M | 10.8% | |
| Nuveen Lifecycle 2035 | Mutual Funds | — | — | $2.0M | 9.8% | |
| Nuveen Lifecycle 2045 | Mutual Funds | — | — | $1.7M | 8.6% | |
| TIAA-CREF CREF Growth | Mutual Funds | — | — | $1.3M | 6.6% | |
| Nuveen Lifecycle 2040 | Mutual Funds | — | — | $1.0M | 5.0% | |
| Nuveen Lifecycle 2030 | Mutual Funds | — | — | $865K | 4.2% | |
| Nuveen Lifecycle 2025 | Mutual Funds | — | — | $736K | 3.6% | |
| TIAA-CREF CREF Equity Index | Common Collective Trusts | — | — | $726K | 3.6% | |
| TIAA-CREF CREF Social Choice | Mutual Funds | — | — | $662K | 3.3% | |
| Nuveen S&P 500 Index | Common Collective Trusts | — | — | $643K | 3.2% | |
| TIAA-CREF TIAA Traditional Annuity - Fully Benefit-Responsive | Mutual Funds | — | — | $638K | 3.1% | |
| MainStay Funds NYLI Winslow Large Cap Growth | Other securities | — | — | $472K | 2.3% | |
| American Funds American EuroPacific Growth | Mutual Funds | — | — | $357K | 1.8% | |
| Nuveen Lifecycle 2050 | Mutual Funds | — | — | $353K | 1.7% | |
| Nuveen Lifecycle 2015 | Mutual Funds | — | — | $347K | 1.7% | |
| Nuveen Money Market | Mutual Funds | — | — | $325K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $314K | 1.5% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $285K | 1.4% | |
| American Century Capital American Century Mid Cap Value | Other securities | — | — | $241K | 1.2% | |
| Nuveen Lifecycle 2020 | Mutual Funds | — | — | $240K | 1.2% | |
| TIAA-CREF CREF Global Equities | Mutual Funds | — | — | $226K | 1.1% | |
| Nuveen Lifecycle 2055 | Mutual Funds | — | — | $220K | 1.1% | |
| MFS Investment Management MFS Value | Mutual Funds | — | — | $209K | 1.0% | |
| Eagle Asset Management Carillion Eagle Mid Cap Growth | Other securities | — | — | $134K | 0.7% | |
| Nuveen Lifecycle 2010 | Mutual Funds | — | — | $124K | 0.6% | |
| Principal Small Cap Growth | Other securities | — | — | $114K | 0.6% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $94K | 0.5% | |
| TIAA-CREF CREF Money Market | Mutual Funds | — | — | $90K | 0.4% | |
| Principal Small Cap Value Fund | Other securities | — | — | $69K | 0.3% | |
| TIAA-CREF CREF Core Bond | Mutual Funds | — | — | $55K | 0.3% | |
| TIAA-CREF CREF Inflation-Linked Bond | Mutual Funds | — | — | $37K | 0.2% | |
| Nuveen Lifecycle 2060 | Mutual Funds | — | — | $21K | 0.1% | |
| Nuveen Lifecycle 2065 | 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.
