The Lexington School's EIN is 61-0563291.
Download the official 2024 Form 5500 (PDF) for The Lexington School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Lexington School's plan includes 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 | NEW YORK, NY | — | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | RALEIGHT, NC | — | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock | Mutual Funds | — | — | $2.8M | 11.8% | |
| Nuveen Lifecycle 2030 | Mutual Funds | — | — | $2.7M | 11.3% | |
| Nuveen Lifecycle 2025 | Mutual Funds | — | — | $2.6M | 10.9% | |
| Nuveen Lifecycle 2040 | Mutual Funds | — | — | $2.4M | 10.0% | |
| TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $2.3M | 9.7% | |
| Nuveen Lifecycle 2045 | Mutual Funds | — | — | $1.7M | 7.1% | |
| Nuveen Lifecycle 2035 | Mutual Funds | — | — | $1.4M | 5.8% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $1.2M | 5.3% | |
| Nuveen Lifecycle 2020 | Mutual Funds | — | — | $934K | 4.0% | |
| CREF Growth | Mutual Funds | — | — | $771K | 3.3% | |
| Nuveen Lifecycle 2050 | Mutual Funds | — | — | $693K | 3.0% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $518K | 2.2% | |
| Nuveen Lifecycle 2015 | Mutual Funds | — | — | $509K | 2.2% | |
| Nuveen Lifecycle 2055 | Mutual Funds | — | — | $415K | 1.8% | |
| CREF Global Equities | Mutual Funds | — | — | $356K | 1.5% | |
| CREF Equity Index | Common Collective Trusts | — | — | $317K | 1.3% | |
| TIAA Access Lifecycle 2045 | Mutual Funds | — | — | $289K | 1.2% | |
| American EuroPac Growth | Other securities | — | — | $219K | 0.9% | |
| Nuveen Lifecycle 2060 | Mutual Funds | — | — | $170K | 0.7% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $145K | 0.6% | |
| CREF Social Choice | Mutual Funds | — | — | $135K | 0.6% | |
| TIAA Real Estate | Mutual Funds | — | — | $126K | 0.5% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $106K | 0.5% | |
| TIAA Access Lifecycle 2040 | Mutual Funds | — | — | $93K | 0.4% | |
| CREF Money Market | Mutual Funds | — | — | $78K | 0.3% | |
| TIAA Access Large Cap Res | Mutual Funds | — | — | $78K | 0.3% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $76K | 0.3% | |
| CREF Core Bond | Mutual Funds | — | — | $56K | 0.2% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $47K | 0.2% | |
| TIAA Access Large Cap GR | Mutual Funds | — | — | $44K | 0.2% | |
| Mass Mutual Small Cap Growth | Other securities | — | — | $42K | 0.2% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $41K | 0.2% | |
| TIAA Access Lifecycle 2035 | Mutual Funds | — | — | $37K | 0.2% | |
| Vanguard Extended Market | Mutual Funds | — | — | $37K | 0.2% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $30K | 0.1% | |
| TIAA Access Lifecycle Retirement Income | Mutual Funds | — | — | $28K | 0.1% | |
| TIAA Access Small Cap Bl Idx | Common Collective Trusts | — | — | $24K | 0.1% | |
| Nuveen Lifecycle 2010 | Mutual Funds | — | — | $20K | <0.1% | |
| Dodge and Cox Income Fund | Mutual Funds | — | — | $16K | <0.1% | |
| TIAA Access Mid Cap Gr | Mutual Funds | — | — | $14K | <0.1% | |
| Nuveen Lifecycle 2065 | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access Lifecycle 2050 | Mutual Funds | — | — | $9K | <0.1% | |
| TIAA Access Core Equity | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Access Equity Index | Common Collective Trusts | — | — | $7K | <0.1% | |
| TIAA Access Intl Equity | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA Access Real Estate Secs | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA Access Large Cap Val | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA Access Quant Small Cap Equity | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA Access Lifecycle 2060 | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA Access Mid Cap Val | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
