HANA Miller signed The Children's School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Children's School, Inc.'s EIN is 58-1091170.
Download the official 2024 Form 5500 (PDF) for The Children's School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Children's School, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycl 2035 R6 Fund | Mutual Funds | — | — | $2.7M | 24.7% | |
| Nuveen Lifecycl 2025 R6 Fund | Mutual Funds | — | — | $1.9M | 17.1% | |
| Nuveen Lifecycl 2040 R6 Fund | Mutual Funds | — | — | $1.5M | 13.7% | |
| Participant Loans | Participant loans | — | — | $1.5M | 13.3% | |
| Nuveen Lifecycl 2030 R6 Fund | Mutual Funds | — | — | $1.4M | 12.2% | |
| PUTNAM LARGE CAP VALUE R6 FUND | Mutual Funds | — | — | $291K | 2.6% | |
| Nuveen Lifecycl 2010 R6 Fund | Mutual Funds | — | — | $268K | 2.4% | |
| Nuveen Lifecycl 2020 R6 Fund | Mutual Funds | — | — | $258K | 2.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $258K | 2.3% | |
| Nuveen Lifecycl 2065 R6 Fund | Mutual Funds | — | — | $254K | 2.3% | |
| Undisc Mgrs Behav Value R6 Fd | Other securities | — | — | $174K | 1.6% | |
| Morley Stable Value Fund | Stable Value | — | — | $162K | 1.5% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | — | $147K | 1.3% | |
| Nuveen Lifecycl 2060 R6 Fund | Mutual Funds | — | — | $96K | 0.9% | |
| Nuveen Lifecycl 2045 R6 Fund | Mutual Funds | — | — | $92K | 0.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $85K | 0.8% | |
| Nuveen Lifecycl 2050 R6 Fund | Mutual Funds | — | — | $13K | 0.1% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $8K | <0.1% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Allspring Spec M Cap Value R6 | Other securities | — | — | $8K | <0.1% | |
| Nuveen Lifecycl 2055 R6 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $2K | <0.1% | |
| American Funds NewWorld R6 | 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.
