Rochelle Greaves signed Saint Edward's School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint Edward's School's EIN is 59-1059214.
Download the official 2024 Form 5500 (PDF) for Saint Edward's School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saint Edward's School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $14K | — |
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-CREF | Mutual Funds | — | — | $4.3M | 19.6% | |
| Fidelity Investments | Mutual Funds | — | — | $2.8M | 12.8% | |
| TIAA-CREF | Mutual Funds | — | — | $1.9M | 8.6% | |
| TIAA-CREF | Mutual Funds | — | — | $1.8M | 7.9% | |
| Fidelity Investments | Mutual Funds | — | — | $1.5M | 6.6% | |
| Fidelity Investments | Mutual Funds | — | — | $1.3M | 6.0% | |
| Fidelity Investments | Mutual Funds | — | — | $1.1M | 5.1% | |
| Vanguard | Mutual Funds | — | — | $989K | 4.5% | |
| Standard Insurance Company | Common Stocks | — | — | $822K | 3.7% | |
| TIAA-CREF | Mutual Funds | — | — | $785K | 3.6% | |
| TIAA-CREF | Mutual Funds | — | — | $736K | 3.3% | |
| Fidelity Investments | Mutual Funds | — | — | $552K | 2.5% | |
| Fidelity Investments | Mutual Funds | — | — | $493K | 2.2% | |
| Fidelity Investments | Mutual Funds | — | — | $471K | 2.1% | |
| TIAA-CREF | Mutual Funds | — | — | $380K | 1.7% | |
| Fidelity Investments | Mutual Funds | — | — | $261K | 1.2% | |
| Fidelity Investments | Mutual Funds | — | — | $210K | 1.0% | |
| TIAA-CREF | Mutual Funds | — | — | $187K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $116K | 0.5% | |
| TIAA-CREF | Mutual Funds | — | — | $110K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $102K | 0.5% | |
| TIAA-CREF | Mutual Funds | — | — | $95K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | — | $90K | 0.4% | |
| IVY Funds | Other securities | — | — | $79K | 0.4% | |
| Pimco | Mutual Funds | — | — | $71K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $70K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $66K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $55K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $52K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $52K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $43K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $43K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $41K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $40K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $38K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $31K | 0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $23K | 0.1% | |
| Defaulted plan loans | Other securities | — | — | $18K | <0.1% | |
| Invesco | Mutual Funds | — | — | $16K | <0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $14K | <0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $14K | <0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $14K | <0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $12K | <0.1% | |
| John Hancock | Other securities | — | — | $9K | <0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $9K | <0.1% | |
| Victory Capital | Other securities | — | — | $9K | <0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $4K | <0.1% | |
| John Hancock | Other securities | — | — | $3K | <0.1% | |
| Parnassus | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
