Megan Petri signed Battle Ground Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Battle Ground Academy's EIN is 62-0125920.
Download the official 2024 Form 5500 (PDF) for Battle Ground Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Battle Ground Academy's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ASCENSUS C/O FUTURE PLAN | — | CHICAGO, IL | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BATTLE GROUND ACADEMY | 62-0125920 | — | SERVICE PROVIDER | $39K | — |
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 | — | — | $2.3M | 9.1% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $2.1M | 8.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 7.8% | |
| TIAA-CREF Lifecycle Index 2040 Fund | Mutual Funds | — | — | $1.8M | 7.3% | |
| TIAA-CREF Lifecycle Index 2030 Fund | Mutual Funds | — | — | $1.4M | 5.7% | |
| TIAA-CREF Large-Cap Growth Index Fund | Common Collective Trusts | — | — | $1.2M | 5.0% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 4.4% | |
| TIAA-CREF Lifecycle Index 2020 Fund | Mutual Funds | — | — | $954K | 3.8% | |
| CREF Growth | Mutual Funds | — | — | $814K | 3.3% | |
| American Funds Am Balanced R6 | Mutual Funds | — | — | $784K | 3.1% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $776K | 3.1% | |
| American Funds Washington Mutual Inv R6 | Mutual Funds | — | — | $697K | 2.8% | |
| TIAA-CREF Lifecycle Index 2045 Fund | Mutual Funds | — | — | $681K | 2.7% | |
| TIAA-CREF Intl Equity Index Fund | Common Collective Trusts | — | — | $638K | 2.6% | |
| CREF Equity Index | Common Collective Trusts | — | — | $631K | 2.5% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $586K | 2.4% | |
| TIAA-CREF Lifecycle Index 2035 Fund | Mutual Funds | — | — | $442K | 1.8% | |
| CREF Global Equities | Mutual Funds | — | — | $401K | 1.6% | |
| Vanguard International Growth | Mutual Funds | — | — | $365K | 1.5% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $347K | 1.4% | |
| Voya Fixed Account | Other securities | — | — | $330K | 1.3% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $310K | 1.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $285K | 1.1% | |
| DFA Real Estate Securities Port Inst | Mutual Funds | — | — | $271K | 1.1% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $258K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $257K | 1.0% | |
| TIAA-CREF Lifecycle Index 2055 Fund | Mutual Funds | — | — | $256K | 1.0% | |
| American Funds Strat Bond Fund R6 | U.S. Treasuries | — | — | $252K | 1.0% | |
| Vanguard ST Investment-Grade Fund | Mutual Funds | — | — | $233K | 0.9% | |
| Vanguard High-Yield Corporate Fund | Mutual Funds | — | — | $218K | 0.9% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $194K | 0.8% | |
| maturities through March 2028 - | Other securities | — | — | $156K | 0.6% | |
| TIAA-CREF Lifecycle Index 2025 Fund | Mutual Funds | — | — | $154K | 0.6% | |
| American Funds US Government Sec R6 | Mutual Funds | — | — | $138K | 0.6% | |
| TIAA-CREF Lifecycle Index 2060 Fund | Mutual Funds | — | — | $132K | 0.5% | |
| DFA Inflat-Prot Securities Port Inst | Mutual Funds | — | — | $119K | 0.5% | |
| Vanguard Tsy Money Market Fund | U.S. Treasuries | — | — | $108K | 0.4% | |
| CREF Social Choice | Mutual Funds | — | — | $98K | 0.4% | |
| TIAA Access Nuveen Bond Plus T4 ** 114 Vanguard Treasury MoneyMarket Inv Rx | Mutual Funds | — | — | $76K | 0.3% | |
| TIAA Traditional Non Benefit Responsive 2 ** 294 * VALIC Loan Collateral Fund | Mutual Funds | — | — | $66K | 0.3% | |
| TIAA Access Nuveen International Equity | Mutual Funds | — | — | $33K | 0.1% | |
| CREF Bond Market | Mutual Funds | — | — | $32K | 0.1% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $32K | 0.1% | |
| TIAA-CREF Lifecycle Index 2010 Fund | Mutual Funds | — | — | $29K | 0.1% | |
| Voya Government Money Market Fund A ** 712 * TIAA-CREF Core Imp Bond Fund Inst | Mutual Funds | — | — | $27K | 0.1% | |
| TIAA Access Nuveen Large Cap Value | Mutual Funds | — | — | $26K | 0.1% | |
| TIAA Access Nuveen Mid Cap Value | Mutual Funds | — | — | $23K | <0.1% | |
| TIAA Access Nuveen Small Cap Equity | Mutual Funds | — | — | $20K | <0.1% | |
| TIAA Access Nuveen Real Estate Securities | Mutual Funds | — | — | $18K | <0.1% | |
| TIAA Access Nuveen Large Cap Res Equity | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
