David Mauger signed Trinity Preparatory School of Florida, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity Preparatory School of Florida, Inc.'s EIN is 59-1156418.
Download the official 2023 Form 5500 (PDF) for Trinity Preparatory School of Florida, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trinity Preparatory School of Florida, Inc.'s plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | SAN RAFAEL, CA | NONE | $20K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO RealPath Blend 2035 Inst | Mutual Funds | — | — | $3.4M | 13.0% | |
| TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $3.3M | 12.7% | |
| PIMCO RealPath Blend 2030 Inst | Mutual Funds | — | — | $3.0M | 11.3% | |
| TIAA-CREF S&P 500 Index-Inst | Common Collective Trusts | — | — | $2.0M | 7.6% | |
| PIMCO RealPath Blend 2040 Inst | Mutual Funds | — | — | $1.8M | 6.8% | |
| PIMCO RealPath Blend 2050 Inst | Mutual Funds | — | — | $1.4M | 5.2% | |
| CREF Stock R1 | Mutual Funds | — | — | $1.2M | 4.6% | |
| PIMCO RealPath Blend 2025 Inst | Mutual Funds | — | — | $1.2M | 4.4% | |
| TIAA Traditional Non-Benefit Responsive 2 | Mutual Funds | — | — | $913K | 3.5% | |
| PIMCO RealPath Blend 2045 Inst | Mutual Funds | — | — | $909K | 3.5% | |
| AB Large Cap Growth Fund I | Other securities | — | — | $694K | 2.7% | |
| TIAA-CREF Core Plus Bond-Inst | Mutual Funds | — | — | $625K | 2.4% | |
| CREF Growth R1 | Mutual Funds | — | — | $592K | 2.3% | |
| PIMCO RealPath Blend Inc Inst | Mutual Funds | — | — | $585K | 2.2% | |
| TIAA Stable Value | Stable Value | — | — | $504K | 1.9% | |
| JPMorgan Equity Inc Fund R6 | Common Stocks | — | — | $463K | 1.8% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $425K | 1.6% | |
| TIAA-CREF International Equity Index-Inst | Common Collective Trusts | — | — | $412K | 1.6% | |
| Janus Henderson Enterprise I | Mutual Funds | — | — | $325K | 1.2% | |
| PIMCO RealPath Blend 2055 Inst | Mutual Funds | — | — | $258K | 1.0% | |
| Hartford International Stock SDR | Other securities | — | — | $256K | 1.0% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $229K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $194K | 0.7% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $182K | 0.7% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $163K | 0.6% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $157K | 0.6% | |
| CREF Money Market R1 | Mutual Funds | — | — | $114K | 0.4% | |
| TIAA-CREF Short-Term Bond-Inst | Mutual Funds | — | — | $107K | 0.4% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $88K | 0.3% | |
| TIAA-CREF Real Estate Securities-Inst | Mutual Funds | — | — | $85K | 0.3% | |
| TIAA Access Large-Cap Value T4 | Mutual Funds | — | — | $75K | 0.3% | |
| TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | — | $60K | 0.2% | |
| American Century Small-Cap Value R6 | Other securities | — | — | $59K | 0.2% | |
| Participant Notes Receivable | Other securities | — | — | $50K | 0.2% | |
| TIAA Access Large-Cap Growth T4 | Mutual Funds | — | — | $49K | 0.2% | |
| TIAA Access Mid-Cap Value T4 | Mutual Funds | — | — | $39K | 0.1% | |
| Allspring Special Mid-Cap Value R6 | Other securities | — | — | $37K | 0.1% | |
| Principal Small-Cap Growth I R6 | Other securities | — | — | $34K | 0.1% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $33K | 0.1% | |
| TIAA-CREF Self Directed Account | Self-Directed Brokerage | — | — | $25K | <0.1% | |
| TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | — | $25K | <0.1% | |
| TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | — | $24K | <0.1% | |
| Calvert US Large-Cap Core Responsible Index R6 | Other securities | — | — | $22K | <0.1% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $22K | <0.1% | |
| TIAA Access Real Estate Securities T4 | Mutual Funds | — | — | $17K | <0.1% | |
| PIMCO RealPath Blend 2060 Inst | Mutual Funds | — | — | $14K | <0.1% | |
| TIAA Access Core Bond Plus T4 | Mutual Funds | — | — | $12K | <0.1% | |
| TIAA Access Mid-Cap Growth T4 | Mutual Funds | — | — | $12K | <0.1% | |
| TIAA Access International Equity T4 | Mutual Funds | — | — | $12K | <0.1% | |
| Plan Loan Default Fund | Other securities | — | — | $11K | <0.1% |
