The Rabbi Harry H. Epstein School, Inc.'s EIN is 58-1164034.
Download the official 2024 Form 5500 (PDF) for The Rabbi Harry H. Epstein School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Rabbi Harry H. Epstein School, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity.
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 | $24K | — |
| ASCENSUS | 26-0058143 | — | OTHER SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 |
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 R1 | Mutual Funds | — | — | $2.8M | 13.5% | |
| Prin LifeTime Hybrid 2035 R6 | Other securities | — | — | $2.2M | 10.6% | |
| Responsive * TIAA Traditional Non Benefit | Mutual Funds | — | — | $2.0M | 9.6% | |
| Prin LifeTime Hybrid 2020 R6 | Other securities | — | — | $1.6M | 7.7% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $1.6M | 7.7% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.6M | 7.7% | |
| Prin LifeTime Hybrid 2045 R6 | Other securities | — | — | $1.0M | 5.0% | |
| Prin LifeTime Hybrid 2050 R6 | Other securities | — | — | $728K | 3.5% | |
| Prin LifeTime Hybrid 2030 R6 | Other securities | — | — | $661K | 3.2% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $593K | 2.9% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $584K | 2.8% | |
| Principal Guaranteed Option | Other securities | — | — | $549K | 2.6% | |
| Prin LifeTime Hybrid 2040 R6 | Other securities | — | — | $546K | 2.6% | |
| Prin LifeTime Hybrid 2055 R6 | Other securities | — | — | $537K | 2.6% | |
| Prin LifeTime Hybrid 2025 R6 | Other securities | — | — | $501K | 2.4% | |
| TIAA Traditional Benefit | Mutual Funds | — | — | $499K | 2.4% | |
| CREF Money Market R1 | Mutual Funds | — | — | $394K | 1.9% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $358K | 1.7% | |
| Prin LifeTime Hybrid 2015 R6 | Other securities | — | — | $309K | 1.5% | |
| TIAA-CREF REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $288K | 1.4% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $252K | 1.2% | |
| Vanguard Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $201K | 1.0% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $178K | 0.9% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $156K | 0.8% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $105K | 0.5% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $95K | 0.5% | |
| Prin LifeTime Hybrid 2060 R6 | Other securities | — | — | $94K | 0.5% | |
| Prin LifeTime Hybrid 2065 R6 | Other securities | — | — | $68K | 0.3% | |
| BlackRock Total Return K Fund | Other securities | — | — | $49K | 0.2% | |
| Harbor Capital App Ret Fund | Other securities | — | — | $39K | 0.2% | |
| Loomis Sayles & Company Sm Cp Gr N Fd | Common Stocks | — | — | $38K | 0.2% | |
| Vanguard Mid Cap Gr I Fd | Mutual Funds | — | — | $38K | 0.2% | |
| Capital Research & Mgmt Co Am Fds EuroPacific Grth R6 Fd | Common Stocks | — | — | $35K | 0.2% | |
| Massachusetts Financial Svc Co MFS Value R6 Fund | Mutual Funds | — | — | $28K | 0.1% | |
| Prin LifeTime Hybrid Inc R6 | Common Stocks | — | — | $14K | <0.1% | |
| Amer Beacon Sm Cp Val R6 Fd | Other securities | — | — | $12K | <0.1% | |
| Massachusetts Financial Svc Co MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $47K |
| — |
