David Mauger signed Woodward Academy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woodward Academy, Inc.'s EIN is 58-0625584.
Download the official 2024 Form 5500 (PDF) for Woodward Academy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woodward Academy, Inc.'s plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | ADVISOR | $35K | — |
| CAP FINANCIAL PARTNERS, LLC |
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 CREF Stock R2 | Mutual Funds | — | — | $17.8M | 13.3% | |
| Responsive * TIAA-CREF TIAA Traditional Non-Benefit | Mutual Funds | — | — | $16.3M | 12.2% | |
| TIAA-CREF CREF Growth R2 | Mutual Funds | — | — | $7.2M | 5.4% | |
| American funds American Fds 2040 Tar Ret R6 | Mutual Funds | — | — | $7.2M | 5.4% | |
| American funds American Fds 2045 Tar Ret R6 | Mutual Funds | — | — | $6.4M | 4.7% | |
| American funds American Fds 2035 Tar Ret R6 | Mutual Funds | — | — | $6.2M | 4.6% | |
| TIAA-CREF CREF Global Equities R2 | Mutual Funds | — | — | $6.1M | 4.6% | |
| Vanguard Windsor II Inv | Mutual Funds | — | — | $5.5M | 4.1% | |
| Nuveen Equity Index R6 JL | Common Collective Trusts | — | — | $4.9M | 3.7% | |
| American funds American Fds 2030 Tar Ret R6 | Mutual Funds | — | — | $4.6M | 3.5% | |
| American funds American Fds 2025 Tar Ret R6 | Mutual Funds | — | — | $4.5M | 3.4% | |
| TIAA-CREF CREF Equity Index R2 | Common Collective Trusts | — | — | $4.1M | 3.1% | |
| Nuveen International -EQ IDX R6 JI | Common Collective Trusts | — | — | $3.9M | 2.9% | |
| American funds American Fds 2050 Tar Ret R6 | Mutual Funds | — | — | $3.1M | 2.3% | |
| TIAA-CREF TIAA Stable Value Benefit | Stable Value | — | — | $2.8M | 2.1% | |
| Nuveen Core Bond R6 JU | Mutual Funds | — | — | $2.4M | 1.8% | |
| T Rowe TRowe Price U.S. Eq Research I | Mutual Funds | — | — | $2.2M | 1.7% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $1.9M | 1.4% | |
| American funds American Fds 2020 Tar Ret R6 | Mutual Funds | — | — | $1.8M | 1.4% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.8M | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.8M | 1.3% | |
| Victory Sycamore Estab Val R6 | Other securities | — | — | $1.7M | 1.3% | |
| Vanguard Emr Mkts Stk Idx Adm | Common Collective Trusts | — | — | $1.7M | 1.3% | |
| Lord Abbett Lord Abbett Short Duratn Ic R6 | Mutual Funds | — | — | $1.6M | 1.2% | |
| TIAA-CREF CREF Social Choice R2 | Mutual Funds | — | — | $1.5M | 1.2% | |
| American funds American Fds 2055 Tar Ret R6 | Mutual Funds | — | — | $1.4M | 1.0% | |
| TIAA-CREF CREF Bond Market R2 | Mutual Funds | — | — | $1.3M | 1.0% | |
| Nuveen Small Cap Bld Idx R6 JR | Common Collective Trusts | — | — | $1.2M | 0.9% | |
| Nuveen Real Est Sec Sel R6 JT | Mutual Funds | — | — | $1.1M | 0.8% | |
| T Rowe T Rowe Price Overseas Stock I | Mutual Funds | — | — | $1.1M | 0.8% | |
| American funds American Fd New Perspective R6 | Mutual Funds | — | — | $990K | 0.7% | |
| American funds American Fds 2010 Tar Ret R6 | Mutual Funds | — | — | $984K | 0.7% | |
| American funds American Fds 2015 Tar Ret R6 | Mutual Funds | — | — | $968K | 0.7% | |
| Schwab Treas Infl Prot Sec Idx | Common Collective Trusts | — | — | $909K | 0.7% | |
| TIAA-CREF CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $873K | 0.7% | |
| TIAA-CREF CREF Money Market R2 | Mutual Funds | — | — | $832K | 0.6% | |
| MFS New Discovery Value Fd R6 | Mutual Funds | — | — | $681K | 0.5% | |
| Blackrock Hgh Yld Bd Portf K | Other securities | — | — | $620K | 0.5% | |
| Delaware Ivy Mid Cap Growth R6 | Other securities | — | — | $372K | 0.3% | |
| American funds American Fds 2060 Tar Ret R6 | Mutual Funds | — | — | $349K | 0.3% | |
| Blackrock Adv Small Cap Core K | Other securities | — | — | $323K | 0.2% | |
| Principal Small Cap Grwth I R6 | Other securities | — | — | $315K | 0.2% | |
| TIAA-CREF Nuveen Money Market R6 JW | Mutual Funds | — | — | $305K | 0.2% | |
| TIAA-CREF TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $178K | 0.1% | |
| American funds American Funds 2065 Tar Ret R6 | Mutual Funds | — | — | $129K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| ADVISOR |
| $30K |
| — |
| ALSTON & BIRD, LLP | 58-0137615 | — | ADVISOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & HOWARD, PC | 58-1250486 | — | AUDITOR | $15K | — |
