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 a 403(b) annuity, a default investment (QDIA).
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 | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCESS RETIREMENT SERVICES LLC | 62-1700633 | — | NONE | $27K | — |
| PENSIONMARK FINANCIAL GROUP |
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 | — | — | $8.8M | 72.6% | |
| AUL MFS Intl Diversification R6 | Mutual Funds | — | — | $1.0M | 8.7% | |
| VALIC Fixed Interest Option | Other securities | — | — | $1.0M | 8.3% | |
| AUL Jpmorgan Equity Income R6 | Other securities | — | — | $997K | 8.2% | |
| AUL Western Asset Core Plus Bnd IS | Other securities | — | — | $835K | 6.9% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $615K | 5.1% | |
| AUL Jan Hen Dev World Bond N | Other securities | — | — | $575K | 4.8% | |
| AUL Fidelity 500 Index | Common Collective Trusts | — | — | $563K | 4.7% | |
| AUL Jpmorgan Large Cap Growth R6 | Other securities | — | — | $550K | 4.5% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $500K | 4.1% | |
| AUL Clearbridge Large Cap Gro IS | Other securities | — | — | $494K | 4.1% | |
| AUL Amercent Smcap Val R6 | Other securities | — | — | $407K | 3.4% | |
| AUL Amercent Midcap Val R6 | Other securities | — | — | $397K | 3.3% | |
| AUL MFS Mid Cap Growth R6 | Mutual Funds | — | — | $356K | 2.9% | |
| AUL Amercent Emerging Mkts R6 | Other securities | — | — | $350K | 2.9% | |
| AUL Mmutual SM Cap GR Eq I | Other securities | — | — | $349K | 2.9% | |
| AUL Cohen Steers Realty Shares | Other securities | — | — | $349K | 2.9% | |
| CREF Stock R1 | Mutual Funds | — | — | $319K | 2.6% | |
| AUL Fidelity Intl Index | Mutual Funds | — | — | $286K | 2.4% | |
| CREF Growth R1 | Mutual Funds | — | — | $238K | 2.0% | |
| AUL Troweprice Intl Discovery | Other securities | — | — | $231K | 1.9% | |
| AUL Fidelity Midcap Idx | Common Collective Trusts | — | — | $227K | 1.9% | |
| AUL Fidelity SM Cap Index | Mutual Funds | — | — | $222K | 1.8% | |
| AUL Stable Value Account | Stable Value | — | — | $215K | 1.8% | |
| AUL Amercent Inflation Adj Bond R6 | Other securities | — | — | $187K | 1.5% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $130K | 1.1% | |
| AUL PIMCO Commod Real Ret Strat I | Mutual Funds | — | — | $113K | 0.9% | |
| CREF Money Market R1 | Mutual Funds | — | — | $99K | 0.8% | |
| June, 2028 | Other securities | — | — | $81K | 0.7% | |
| VALIC Fixed Account Plus | Other securities | — | — | $66K | 0.5% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $53K | 0.4% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $40K | 0.3% | |
| VALIC Short Term Fixed Account | Other securities | — | — | $33K | 0.3% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $24K | 0.2% | |
| AUL Fidelity US Bond Idx | Common Collective Trusts | — | — | $19K | 0.2% | |
| VALIC Loan Collateral Fund 660 * VALIC Loan Escrow Fund | Other securities | — | — | $14K | 0.1% | |
| TIAA Access Intl Equity T4 14 * TIAA Access Lg-Cap Val T4 17 * TIAA Access Lifecycle 2030 T4 | Mutual Funds | — | — | $4K | <0.1% | |
| AUL Lord Abbett High Yield R6 | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3K | <0.1% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA Access Lifecycle 2050 T4 8 * TIAA Access Mid-Cap Val T4 4 * TIAA Access Real Est Secs T4 5 * TIAA Access Sm-Cap Bl Idx T4 7 * TIAA Access Social Ch Eq T4 | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 61-1758632 |
| SANTA BARBARA, CA |
| NONE |
| $0 |
| — |
