Jason OGGS signed Brentwood Academy's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brentwood Academy's EIN is 62-0811952.
Download the official 2023 Form 5500 (PDF) for Brentwood Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Brentwood Academy's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | INDIANAPOLIS, IN | NONE | $280 | — |
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCESS RETIREMENT SERVICES, LLC | 62-1700633 |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 004 | Pooled Separate Account | — | — | $5.6M | 73.3% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $954K | 12.5% | |
| AUL MFS Intl Diversification R6 | Mutual Funds | — | — | $699K | 9.1% | |
| AUL Pioneer Strat Inc K 320 * AUL Jpmorgan Equity Income R6 | Common Stocks | — | — | $649K | 8.5% | |
| AUL Stable Value Account | Stable Value | — | — | $581K | 7.6% | |
| AUL Western Asset Core Plus Bnd IS | Other securities | — | — | $498K | 6.5% | |
| AUL Jpmorgan Large Cap Growth R6 | Other securities | — | — | $374K | 4.9% | |
| AUL Jan Hen Dev World Bond N | Other securities | — | — | $344K | 4.5% | |
| AUL Fidelity 500 Index | Common Collective Trusts | — | — | $338K | 4.4% | |
| AUL Clearbridge Large Cap Gro IS | Other securities | — | — | $311K | 4.1% | |
| AUL Lord Abbett High Yield R6 | Mutual Funds | — | — | $268K | 3.5% | |
| AUL Amercent Emerging Mkts R6 | Other securities | — | — | $264K | 3.4% | |
| AUL MFS Mid Cap Growth R6 | Mutual Funds | — | — | $237K | 3.1% | |
| AUL Amercent Smcap Val R6 | Other securities | — | — | $235K | 3.1% | |
| AUL Amercent Midcap Val R6 | Other securities | — | — | $235K | 3.1% | |
| AUL Mmutual SM Cap GR Eq I | Other securities | — | — | $234K | 3.1% | |
| AUL Fidelity Intl Index | Mutual Funds | — | — | $179K | 2.3% | |
| AUL Troweprice Intl Discovery | Other securities | — | — | $152K | 2.0% | |
| AUL Fidelity Midcap Idx | Common Collective Trusts | — | — | $139K | 1.8% | |
| AUL Fidelity SM Cap Index | Mutual Funds | — | — | $138K | 1.8% | |
| AUL Cohen Steers Realty Shares | Other securities | — | — | $136K | 1.8% | |
| VALIC Fixed Account Plus | Other securities | — | — | $126K | 1.7% | |
| CREF Stock R1 | Mutual Funds | — | — | $121K | 1.6% | |
| AUL Amercent Inflation Adj Bond R6 | Other securities | — | — | $99K | 1.3% | |
| CREF Money Market R1 | Mutual Funds | — | — | $70K | 0.9% | |
| AUL PIMCO Commod Real Ret Strat I | Mutual Funds | — | — | $67K | 0.9% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $57K | 0.7% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $32K | 0.4% | |
| VALIC Fixed Interest Option | Other securities | — | — | $27K | 0.4% | |
| CREF Growth R1 | Mutual Funds | — | — | $17K | 0.2% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $11K | 0.1% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3K | <0.1% | |
| AUL Fidelity US Bond Idx | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HENDERSONVILLE, TN |
| NONE |
| $25K |
| — |
