Anne Wiles signed Berkeley Preparatory School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berkeley Preparatory School, Inc.'s EIN is 59-1292802.
Download the official 2024 Form 5500 (PDF) for Berkeley Preparatory School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berkeley Preparatory School, Inc.'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 | — | CONTRACT ADMINISTRATOR | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Traditional Annuity Contracts NFBR * TIAA (RA and RC) | Mutual Funds | — | — | $7.4M | 13.8% | |
| CREF Stock Account | Mutual Funds | — | — | $7.3M | 13.8% | |
| CREF Growth Account | Mutual Funds | — | — | $5.0M | 9.4% | |
| BlackRock Lifepath Index 2035 K | Other securities | — | — | $3.7M | 7.0% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $3.6M | 6.7% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | — | $3.2M | 6.1% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | — | $2.8M | 5.3% | |
| CREF Global Equities Account | Mutual Funds | — | — | $2.6M | 4.9% | |
| BlackRock Lifepath Index Retirement K | Other securities | — | — | $2.6M | 4.8% | |
| BlackRock Lifepath Index 2040 K | Other securities | — | — | $2.1M | 3.9% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | — | $1.8M | 3.4% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $1.3M | 2.4% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | — | $1.2M | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 2.0% | |
| JPMorgan Equity Income Fund R6 | Other securities | — | — | $1.0M | 2.0% | |
| JPMorgan US Equity Fund R6 | Other securities | — | — | $954K | 1.8% | |
| CREF Social Choice Account | Mutual Funds | — | — | $855K | 1.6% | |
| CREF Core Bond Account | Mutual Funds | — | — | $801K | 1.5% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $632K | 1.2% | |
| Prudential Total Return Bond Fund R6 | Other securities | — | — | $402K | 0.8% | |
| CREF Money Market Account | Mutual Funds | — | — | $383K | 0.7% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $348K | 0.7% | |
| TIAA-CREF Nuveen International Equity Ind-Inst | Mutual Funds | — | — | $321K | 0.6% | |
| BlackRock Lifepath Index 2060 K | Other securities | — | — | $280K | 0.5% | |
| Carillon Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $276K | 0.5% | |
| Vanguard Emerging Mkts Stock Index Admiral | Mutual Funds | — | — | $174K | 0.3% | |
| Lord Abbett Short Duration Income Fund R6 | Mutual Funds | — | — | $150K | 0.3% | |
| Janus Henderson Triton Fund N | Mutual Funds | — | — | $145K | 0.3% | |
| Participant loans 5.00 percent to 9.50 percent - | Participant loans | — | — | $120K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $113K | 0.2% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $93K | 0.2% | |
| Delaware Small-Cap Value Fund R6 | Other securities | — | — | $88K | 0.2% | |
| Traditional Annuity Contracts FBR * TIAA (SRA, GSRA, RCP) | Mutual Funds | — | — | $86K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
