Montverde Academy's EIN is 59-0657329.
Download the official 2024 Form 5500 (PDF) for Montverde Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montverde Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
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 | |||||
|---|---|---|---|---|---|---|
| TIAA | Mutual Funds | — | — | $2.8M | 18.8% | |
| CREF | Mutual Funds | — | — | $2.2M | 14.3% | |
| CREF | Mutual Funds | — | — | $2.0M | 13.0% | |
| CREF | Mutual Funds | — | — | $1.8M | 11.9% | |
| CREF | Mutual Funds | — | — | $1.3M | 8.9% | |
| CREF | Mutual Funds | — | — | $850K | 5.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $620K | 4.1% | |
| CREF | Mutual Funds | — | — | $434K | 2.9% | |
| CREF | Mutual Funds | — | — | $402K | 2.7% | |
| CREF | Mutual Funds | — | — | $343K | 2.3% | |
| TIAA, FSB | Mutual Funds | — | — | $263K | 1.7% | |
| TIAA, FSB | Mutual Funds | — | — | $195K | 1.3% | |
| TIAA, FSB | Mutual Funds | — | — | $191K | 1.3% | |
| TIAA, FSB | Mutual Funds | — | — | $161K | 1.1% | |
| TIAA, FSB | Mutual Funds | — | — | $154K | 1.0% | |
| TIAA, FSB | Mutual Funds | — | — | $144K | 1.0% | |
| TIAA, FSB | Mutual Funds | — | — | $120K | 0.8% | |
| TIAA, FSB | Mutual Funds | — | — | $113K | 0.8% | |
| TIAA, FSB | Mutual Funds | — | — | $112K | 0.7% | |
| TIAA, FSB | Mutual Funds | — | — | $108K | 0.7% | |
| TIAA, FSB | Mutual Funds | — | — | $97K | 0.6% | |
| TIAA, FSB | Mutual Funds | — | — | $95K | 0.6% | |
| TIAA, FSB | Mutual Funds | — | — | $86K | 0.6% | |
| TIAA, FSB | Mutual Funds | — | — | $82K | 0.5% | |
| TIAA, FSB | Mutual Funds | — | — | $75K | 0.5% | |
| TIAA, FSB | Mutual Funds | — | — | $72K | 0.5% | |
| TIAA, FSB | Mutual Funds | — | — | $70K | 0.5% | |
| TIAA, FSB | Mutual Funds | — | — | $57K | 0.4% | |
| TIAA, FSB | Mutual Funds | — | — | $43K | 0.3% | |
| TIAA, FSB | Mutual Funds | — | — | $39K | 0.3% | |
| TIAA, FSB | Mutual Funds | — | — | $31K | 0.2% | |
| TIAA, FSB | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA, FSB | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
