Andrea Medford signed Mount Vernon Presbyterian School Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mount Vernon Presbyterian School Inc.'s EIN is 58-2054415.
Download the official 2024 Form 5500 (PDF) for Mount Vernon Presbyterian School Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mount Vernon Presbyterian School 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $3.1M | 14.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.7M | 12.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.3M | 10.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.1M | 9.5% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 9.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.5M | 6.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 5.0% | |
| CREF Growth R1 | Mutual Funds | — | — | $954K | 4.3% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $646K | 2.9% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $611K | 2.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $504K | 2.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $452K | 2.0% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $416K | 1.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $338K | 1.5% | |
| CREF Stock R1 | Mutual Funds | — | — | $326K | 1.5% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $279K | 1.3% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $276K | 1.2% | |
| Federated Hermes Government Obligations Fund | Other securities | — | — | $259K | 1.2% | |
| TIAA Traditional Annuity Contract (NFBR) | Mutual Funds | — | — | $248K | 1.1% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $232K | 1.0% | |
| CREF Money Market R1 | Mutual Funds | — | — | $205K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $193K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $152K | 0.7% | |
| TIAA Traditional Annuity Contract (FBR) | Mutual Funds | — | — | $131K | 0.6% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | — | $119K | 0.5% | |
| Vanguard Short-Term Bond Index Fund ** 600 Vanguard High-Yield Corporate Fund | Common Collective Trusts | — | — | $96K | 0.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $84K | 0.4% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $79K | 0.4% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $77K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $61K | 0.3% | |
| TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | — | $49K | 0.2% | |
| Participant loans Interest rates range from 4.25% to 9.50%, | Bonds / Notes | — | — | $48K | 0.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $47K | 0.2% | |
| TIAA Access Lifecycle 2040 T4 | Mutual Funds | — | — | $43K | 0.2% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $42K | 0.2% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | — | $38K | 0.2% | |
| TIAA Access Growth & Income T4 | Mutual Funds | — | — | $34K | 0.2% | |
| TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | — | $34K | 0.2% | |
| DFA International Real Estate Securities | Mutual Funds | — | — | $33K | 0.1% | |
| TIAA Access Lg-Cap Gr T4 | Mutual Funds | — | — | $32K | 0.1% | |
| Vanguard MidCp Grth Idx Adm Fd | Common Collective Trusts | — | — | $26K | 0.1% | |
| TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | — | $25K | 0.1% | |
| TIAA Access Lg-Cap Val T4 | Mutual Funds | — | — | $25K | 0.1% | |
| TIAA Access Lifecycle 2030 T4 | Mutual Funds | — | — | $23K | 0.1% | |
| TIAA Access Intl Equity T4 | Mutual Funds | — | — | $21K | <0.1% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $21K | <0.1% | |
| TIAA Access Mid-Cap Val T4 | Mutual Funds | — | — | $19K | <0.1% | |
| TIAA Access Sm-Cap Bl Idx T4 | Common Collective Trusts | — | — | $16K | <0.1% | |
| TIAA Access Quant Sml Cp Eq T4 | Mutual Funds | — | — | $14K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK AND TRUST CO | 56-0223230 | — | INVESTMENT ADVISORY | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP LLC | 26-1233837 | — | OHTER SERVICES | $0 | — |
