Meredyth Cole signed The Lovett School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Lovett School, Inc.'s EIN is 58-0619038.
Download the official 2024 Form 5500 (PDF) for The Lovett School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Lovett School, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | — | NONE | $87K | — |
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 Non Benefit Responsive | Mutual Funds | — | — | $15.1M | 12.0% | |
| TIAA-CREF CREF Stock | Mutual Funds | — | — | $14.4M | 11.4% | |
| TIAA-CREF CREF Global Equities R2 | Mutual Funds | — | — | $8.7M | 6.9% | |
| TIAA-CREF CREF Growth R2 | Mutual Funds | — | — | $7.1M | 5.7% | |
| TIAA-CREF Nuveen Lifecycle Idx 2040 R6 | Common Collective Trusts | — | — | $6.7M | 5.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $6.3M | 5.0% | |
| TIAA-CREF Nuveen Lifecycle Idx 2030 R6 | Common Collective Trusts | — | — | $6.0M | 4.8% | |
| TIAA-CREF Nuveen Lifecycle Idx 2035 R6 | Common Collective Trusts | — | — | $6.0M | 4.7% | |
| TIAA-CREF Nuveen Lifecycle Idx 2050 R6 | Common Collective Trusts | — | — | $5.7M | 4.5% | |
| TIAA-CREF Nuveen Lifecycle Idx 2045 R6 | Common Collective Trusts | — | — | $5.6M | 4.5% | |
| TIAA-CREF Nuveen Intl Eq Idx R6 | Common Collective Trusts | — | — | $4.0M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.6M | 2.8% | |
| TIAA-CREF Nuveen Lifecycle Idx 2025 R6 | Common Collective Trusts | — | — | $3.3M | 2.6% | |
| TIAA-CREF CREF Equity Index R2 | Common Collective Trusts | — | — | $3.2M | 2.6% | |
| TIAA-CREF Nuveen Lifecycle Idx 2055 R6 | Common Collective Trusts | — | — | $3.0M | 2.4% | |
| TIAA-CREF TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $3.0M | 2.4% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $3.0M | 2.4% | |
| TIAA-CREF CREF Social Choice R2 | Mutual Funds | — | — | $2.9M | 2.3% | |
| TIAA-CREF Nuveen Lifecycle Idx 2020 R6 | Common Collective Trusts | — | — | $2.4M | 1.9% | |
| TIAA-CREF Nuveen Qt Sml Cap Eq R6 | Mutual Funds | — | — | $1.9M | 1.5% | |
| American Century American Cent Mid Cap Value Fund | Other securities | — | — | $1.6M | 1.3% | |
| TIAA-CREF CREF Core Bond | Mutual Funds | — | — | $1.6M | 1.3% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| American Funds American EuroPac Growth R6 | Mutual Funds | — | — | $1.2M | 1.0% | |
| Carillon Eagle Mid Cap Grw R6 | Other securities | — | — | $1.2M | 1.0% | |
| Baird Core Plus Bond Fund Inst | Other securities | — | — | $1.2M | 0.9% | |
| Vanguard Ttl Bd Mkt Inx Adm | Mutual Funds | — | — | $1.1M | 0.8% | |
| TIAA-CREF CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $860K | 0.7% | |
| TIAA-CREF Nuveen Lifecycle Idx 2015 R6 | Common Collective Trusts | — | — | $773K | 0.6% | |
| TIAA-CREF Nuveen Lifecycle Idx 2060 R6 | Common Collective Trusts | — | — | $769K | 0.6% | |
| TIAA-CREF TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $745K | 0.6% | |
| TIAA-CREF Nuveen Money Market R6 | Mutual Funds | — | — | $614K | 0.5% | |
| TIAA-CREF CREF Money Market R2 | Mutual Funds | — | — | $402K | 0.3% | |
| TIAA-CREF Nuveen Lifecycle Idx 2010 R6 | Common Collective Trusts | — | — | $226K | 0.2% | |
| PMJIX PIMCO RAE US Small Instl Class | Mutual Funds | — | — | $161K | 0.1% | |
| TIAA-CREF Nuveen Lifecycle Idx 2065 R6 | Common Collective Trusts | — | — | $73K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle Index Ret Inc R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
