Melissa Breese signed Brookwood School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brookwood School, Inc.'s EIN is 58-1092697.
Download the official 2024 Form 5500 (PDF) for Brookwood School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brookwood School, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| s * CREF Stock R1 1856.7861 | Mutual Funds | — | — | $1.7M | 23.0% | |
| Insurance Company General Contracts * TIAA Traditional Non Benefit Responsive NA | Mutual Funds | — | — | $1.4M | 19.7% | |
| CREF Growth R1 1927.0419 | Mutual Funds | — | — | $992K | 13.8% | |
| CREF Equity Index R1 800.8474 | Common Collective Trusts | — | — | $404K | 5.6% | |
| CREF Global Equities R1 1128.7328 | Mutual Funds | — | — | $384K | 5.3% | |
| CREF Money Market R1 9720.9794 | Mutual Funds | — | — | $283K | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $189K | 2.6% | |
| TIAA Access Nuv LifCyc 2025 T4 3139.6014 | Mutual Funds | — | — | $188K | 2.6% | |
| TIAA Access Nuv Intl Equity T4 4651.5114 | Mutual Funds | — | — | $173K | 2.4% | |
| TIAA Access Nuv LifCyc 2045 T4 2233.6590 | Mutual Funds | — | — | $164K | 2.3% | |
| TIAA Access Nuv LifCyc 2030 T4 2169.8188 | Mutual Funds | — | — | $136K | 1.9% | |
| TIAA Access Nuv LifCyc 2050 T4 1628.5980 | Mutual Funds | — | — | $120K | 1.7% | |
| CREF Social Choice R1 313.9764 | Mutual Funds | — | — | $113K | 1.6% | |
| TIAA Access Nuv Lrg Cap Val T4 1449.6803 | Mutual Funds | — | — | $108K | 1.5% | |
| TIAA Access Nuv Core Equity T4 687.6227 | Mutual Funds | — | — | $100K | 1.4% | |
| CREF Core Bond R1 752.2609 | Mutual Funds | — | — | $99K | 1.4% | |
| TIAA Access Nuv Equity Idx T4 787.8914 | Common Collective Trusts | — | — | $96K | 1.3% | |
| TIAA Access Nuv Mid Cap Val T4 1205.8379 | Mutual Funds | — | — | $90K | 1.2% | |
| TIAA Access Nuv LifCyc 2055 T4 891.7509 | Mutual Funds | — | — | $67K | 0.9% | |
| CREF Inflation-Linked Bond R1 682.1206 | Mutual Funds | — | — | $56K | 0.8% | |
| TIAA Access Nuv LifCyc 2035 T4 826.0758 | Mutual Funds | — | — | $56K | 0.8% | |
| TIAA Access Nuv LifCyc 2010 T4 942.5864 | Mutual Funds | — | — | $51K | 0.7% | |
| TIAA Access Nuv LifCyc 2040 T4 696.0853 | Mutual Funds | — | — | $51K | 0.7% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 572.9958 | Mutual Funds | — | — | $46K | 0.6% | |
| TIAA Access Nuv RlEstSecSel T4 882.3657 | Mutual Funds | — | — | $45K | 0.6% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 380.6009 | Mutual Funds | — | — | $34K | 0.5% | |
| TIAA Access Nuv LifCyc 2060 T4 565.9634 | Mutual Funds | — | — | $30K | 0.4% | |
| TIAA Access Nuv Lrg Cap Gr T4 153.8548 | Mutual Funds | — | — | $27K | 0.4% | |
| TIAA Access Nuv Core Bond T4 271.2410 | Mutual Funds | — | — | $11K | 0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 46.9152 | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 40.0133 | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 50.7015 | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA Access Nuv Infl Lnk Bd T4 27.5843 | 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.
