Antoinette M. Boyd signed Westminster Schools' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westminster Schools' EIN is 58-0566206.
Download the official 2023 Form 5500 (PDF) for Westminster Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Westminster Schools' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | — | NONE | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $82K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock R2 | Mutual Funds | — | — | $26.9M | 16.1% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $15.3M | 9.1% | |
| TIAA-CREF Lfcyle Idx 2045-Inst | Common Collective Trusts | — | — | $11.8M | 7.0% | |
| TIAA-CREF Lfcyle Idx 2040-Inst | Common Collective Trusts | — | — | $11.7M | 7.0% | |
| CREF Growth R2 | Mutual Funds | — | — | $10.2M | 6.1% | |
| TIAA-CREF Lfcyle Idx 2035-Inst | Common Collective Trusts | — | — | $9.2M | 5.5% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $8.4M | 5.0% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $7.9M | 4.7% | |
| TIAA-CREF Lfcyle Idx 2030-Inst | Common Collective Trusts | — | — | $6.7M | 4.0% | |
| TIAA-CREF Lfcyle Idx 2050-Inst | Common Collective Trusts | — | — | $5.7M | 3.4% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $4.6M | 2.7% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $3.9M | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.4M | 2.0% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $3.2M | 1.9% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $3.0M | 1.8% | |
| TIAA-CREF Lfcyle Idx 2025-Inst | Common Collective Trusts | — | — | $3.0M | 1.8% | |
| TIAA-CREF Lfcyle Idx 2055-Inst | Common Collective Trusts | — | — | $3.0M | 1.8% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $3.0M | 1.8% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $2.9M | 1.7% | |
| CREF Bond Market R2 | Mutual Funds | — | — | $2.7M | 1.6% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $2.5M | 1.5% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $2.1M | 1.3% | |
| Harbor Capital Harbor Capital Appreciatn Inst | Other securities | — | — | $2.0M | 1.2% | |
| TIAA-CREF Lfcyle Idx 2020-Inst | Common Collective Trusts | — | — | $1.7M | 1.0% | |
| American Funds American EuroPac Growth R6 | Mutual Funds | — | — | $1.7M | 1.0% | |
| MFS Mid-Cap Value Class R6 | Mutual Funds | — | — | $1.6M | 1.0% | |
| TIAA Stable Value | Stable Value | — | — | $1.1M | 0.7% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $879K | 0.5% | |
| TIAA-CREF Lfcyle Idx 2060-Inst | Common Collective Trusts | — | — | $768K | 0.5% | |
| BlackRock High Yield Bd Instl | Other securities | — | — | $681K | 0.4% | |
| MassMutual Mid-Cap Growth I | Other securities | — | — | $655K | 0.4% | |
| Driehaus Emerging Mkts Gr Inst | Other securities | — | — | $648K | 0.4% | |
| TIAA-CREF Lfcyle Idx 2015-Inst | Common Collective Trusts | — | — | $645K | 0.4% | |
| TIAA-CREF Lfcyle Idx 2010-Inst | Common Collective Trusts | — | — | $626K | 0.4% | |
| TIAA-CREF Money Market-Inst | Mutual Funds | — | — | $625K | 0.4% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $578K | 0.3% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $539K | 0.3% | |
| Dodge & Cox Dodge & Cox Income Fund - Cl X | Mutual Funds | — | — | $520K | 0.3% | |
| CREF Money Market R2 | Mutual Funds | — | — | $489K | 0.3% | |
| Loomis Sayles Loomis Sayles Sm Cap Growth N | Other securities | — | — | $218K | 0.1% | |
| TIAA-CREF Lfcyle Idx 2065-Inst | Common Collective Trusts | — | — | $175K | 0.1% | |
| Participant Loans Interest Rates of 4.25% to 9.50%, Various Maturities*** -0- | Bonds / Notes | — | — | $80K | <0.1% | |
| AB Global AB Global Bond I | Other securities | — | — | $76K | <0.1% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
