Anna Faatiliga signed Carolina Friends School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carolina Friends School's EIN is 56-0812560.
Download the official 2024 Form 5500 (PDF) for Carolina Friends School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carolina Friends School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, 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 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | SECURITIES BROKERAGE | $15K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * TIAA CREF TIAA Traditional Non Benefit Responsive | Guaranteed Income / GIC | — | — | $4.9M | 20.7% | |
| s * TIAA CREF Stock R1 | Mutual Funds | — | — | $3.7M | 15.4% | |
| TIAA CREF Global Equities R1 | Mutual Funds | — | — | $1.5M | 6.4% | |
| TIAA CREF Growth R1 | Mutual Funds | — | — | $1.3M | 5.3% | |
| TIAA CREF Social Choice R1 | Mutual Funds | — | — | $1.1M | 4.5% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | — | $1.0M | 4.3% | |
| BlackRock Lifepath Index Ret K | Other securities | — | — | $818K | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $757K | 3.2% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | — | $697K | 2.9% | |
| BlackRock Lifepath Index 2035 K | Other securities | — | — | $689K | 2.9% | |
| TIAA CREF Equity Index R1 | Common Collective Trusts | — | — | $613K | 2.6% | |
| TIAA CREF Core Bond R1 | Mutual Funds | — | — | $480K | 2.0% | |
| BlackRock Lifepath Index 2040 K | Other securities | — | — | $476K | 2.0% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | — | $443K | 1.9% | |
| TIAA CREF TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $435K | 1.8% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2025 T4 | Mutual Funds | — | — | $397K | 1.7% | |
| TIAA CREF Money Market R1 | Mutual Funds | — | — | $312K | 1.3% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $307K | 1.3% | |
| TIAA CREF TIAA Access Nuv Large Cap Val T4 | Mutual Funds | — | — | $307K | 1.3% | |
| TIAA CREF TIAA Access Nuv Large Cap Res Eq T4 | Mutual Funds | — | — | $267K | 1.1% | |
| TIAA CREF TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $256K | 1.1% | |
| TIAA CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $229K | 1.0% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2045 T4 | Mutual Funds | — | — | $220K | 0.9% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2035 T4 | Mutual Funds | — | — | $220K | 0.9% | |
| TIAA CREF TIAA Access Nuv Qt Sm Cap Eq T4 | Mutual Funds | — | — | $192K | 0.8% | |
| Vanguard Ttl Bd Mkt Index Adm | Mutual Funds | — | — | $182K | 0.8% | |
| TIAA CREF TIAA Access Nuv Real Est Secs Sel T4 | Mutual Funds | — | — | $170K | 0.7% | |
| Vanguard Extended Mkt Index Adm | Mutual Funds | — | — | $167K | 0.7% | |
| TIAA CREF TIAA Access Nuv Sm Cap Bl Index T4 | Mutual Funds | — | — | $159K | 0.7% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | — | $154K | 0.6% | |
| Vanguard Ttl Intl Stk Index Adm | Mutual Funds | — | — | $141K | 0.6% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $130K | 0.5% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2050 T4 | Mutual Funds | — | — | $108K | 0.5% | |
| American Funds EuroPac Growth R6 | Mutual Funds | — | — | $105K | 0.4% | |
| TIAA CREF TIAA Access Nuv Equity Index T4 | Common Collective Trusts | — | — | $99K | 0.4% | |
| TIAA CREF TIAA Access Nuv Core Equity T4 | Mutual Funds | — | — | $99K | 0.4% | |
| TIAA CREF TIAA Stable Value | Stable Value | — | — | $92K | 0.4% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $91K | 0.4% | |
| TIAA CREF TIAA Access Nuv Core Bond Plus T4 | Mutual Funds | — | — | $78K | 0.3% | |
| TIAA CREF TIAA Access Nuv Large Cap Gr T4 | Mutual Funds | — | — | $66K | 0.3% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2020 T4 | Mutual Funds | — | — | $59K | 0.2% | |
| American Century Mid Cap Val Fund Class R6 | Other securities | — | — | $57K | 0.2% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2015 T4 | Mutual Funds | — | — | $49K | 0.2% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2030 T4 | Mutual Funds | — | — | $34K | 0.1% | |
| Carillon Eagle Mid Cap Growth A | Other securities | — | — | $26K | 0.1% | |
| TIAA CREF TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $22K | <0.1% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2040 T4 | Mutual Funds | — | — | $19K | <0.1% | |
| Participant Loans** Interest Rates (4.25% - 9.00%) | Bonds / Notes | — | — | $16K | <0.1% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2010 T4 | Mutual Funds | — | — | $12K | <0.1% | |
| BlackRock Total Return K | Other securities | — | — | $10K | <0.1% |
