JOI Calloway signed Whitefield Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitefield Academy's EIN is 58-1224983.
Download the official 2024 Form 5500 (PDF) for Whitefield Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitefield Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 | $3K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $25 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS | 13-2638166 | — | ADVISOR | $34K |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.3M | 86.6% | |
| [Assets held in pooled separate account] | Other | — | — | $505K | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $505K | 3.6% | |
| [Assets held in participant loans] | Other | — | — | $55K | 0.4% |
| — |
