IRIS Fisher signed The Altamont School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Altamont School's EIN is 63-0302110.
Download the official 2024 Form 5500 (PDF) for The Altamont School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Altamont School's plan includes 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 |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSUR & ANNUITY ASSOC | 13-1624203 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | INVESTMENT ADVISOR/TPA | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Guaranteed Investment Contract | Stable Value | — | — | $1.9M | 11.3% | |
| American Funds 2035 Target R4 Registered investments | Mutual Funds | — | — | $1.3M | 7.8% | |
| CREF Equity Index Rl Registered investments | Common Collective Trusts | — | — | $1.2M | 7.4% | |
| Vanguard Dividend Growth Inv Registered investments | Mutual Funds | — | — | $1.1M | 6.5% | |
| CREF Growth Rl Registered investments | Mutual Funds | — | — | $1.1M | 6.3% | |
| American Funds 2045 Target R4 Registered investments | Mutual Funds | — | — | $655K | 3.9% | |
| American Washington Mut Inv R6 Registered investments | Other securities | — | — | $546K | 3.2% | |
| American Funds 2040 Target R4 Registered investments | Mutual Funds | — | — | $535K | 3.2% | |
| Vanguard Mid-Cap Idx Adm Registered investments | Common Collective Trusts | — | — | $366K | 2.2% | |
| American Funds 2020 Target R4 Registered investments | Mutual Funds | — | — | $337K | 2.0% | |
| Janus Henderson Triton I Registered investments | Mutual Funds | — | — | $301K | 1.8% | |
| PGIM Total Return Bond Z Registered investments | Other securities | — | — | $300K | 1.8% | |
| BlackRock High Yield Bd Instl Registered investments 72, 166 * CREF Core Bond Rl Registered investments | Mutual Funds | — | — | $296K | 1.8% | |
| American Funds 2025 Target R4 Registered investments | Mutual Funds | — | — | $279K | 1.7% | |
| Eaton Vance Atl Cap SMID Ca R6 Registered investments | Other securities | — | — | $273K | 1.6% | |
| American EuroPac Growth R6 Registered investments | Other securities | — | — | $269K | 1.6% | |
| PIMCO Real Return Inst Class Registered investments | Mutual Funds | — | — | $256K | 1.5% | |
| Vanguard Small-Cap Idx Adm Registered investments | Common Collective Trusts | — | — | $255K | 1.5% | |
| Vanguard Real Estate Idx Adm Registered investments | Common Collective Trusts | — | — | $250K | 1.5% | |
| TIAA Traditional Non Benefit Responsive 2 Guaranteed Investment Contract | Stable Value | — | — | $248K | 1.5% | |
| JPMorgan Mid Cap Value L Registered investments | Other securities | — | — | $223K | 1.3% | |
| TRowePrice All-Cap opport Inv Registered investments 698, 103 * Vanguard 500 Idx Adm Registered investments | Common Collective Trusts | — | — | $221K | 1.3% | |
| TIAA Access T-C Lrg Cap Val T4 Registered investments | Mutual Funds | — | — | $217K | 1.3% | |
| American Funds 2030 Target R4 Registered investments | Mutual Funds | — | — | $201K | 1.2% | |
| CREF Social Choice Rl Registered investments | Mutual Funds | — | — | $188K | 1.1% | |
| CREF Global Equities Rl Registered investments | Mutual Funds | — | — | $147K | 0.9% | |
| American Funds 2050 Target R4 Registered investments 499, 165 * American Funds 2055 Target R4 Registered investments | Mutual Funds | — | — | $142K | 0.8% | |
| American Funds 2060 Target R4 Registered investments | Mutual Funds | — | — | $123K | 0.7% | |
| Vanguard Short-Trm Invt Gd Adm Registered investments | Mutual Funds | — | — | $97K | 0.6% | |
| Borrower Including Rate of Interest Value * TIAA STABLE VALUE Guaranteed Investment Contract | Stable Value | — | — | $92K | 0.5% | |
| DFA Emerging Mark CorEqPort 1 Registered investments | Mutual Funds | — | — | $73K | 0.4% | |
| American Fd New Perspective R6 Registered investments 636, 173 * American Funds 2015 Target R4 Registered investments | Mutual Funds | — | — | $65K | 0.4% | |
| Janus Henderson Balanced T Registered investments | Mutual Funds | — | — | $56K | 0.3% | |
| TIAA Traditional Benefit Responsive Guaranteed Investment Contract | Stable Value | — | — | $51K | 0.3% | |
| Undiscovered Mgrs Behav Val R6 Registered investments | Other securities | — | — | $44K | 0.3% | |
| TIAA Real Estate Pooled separate account | Pooled Separate Accounts | — | — | $37K | 0.2% | |
| Parnassus Value Equity Instl Registered investments | Other securities | — | — | $36K | 0.2% | |
| TIAA - REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $22K | 0.1% | |
| Borrower Including Rate of Interest Value * TIAA Access Nuv LgCp Res Eq T4 Registered investments | Mutual Funds | — | — | $20K | 0.1% | |
| TIAA Access T-C Sm Cp Bl Ix T4 Registered investments | Mutual Funds | — | — | $19K | 0.1% | |
| CREF Money Market Rl Registered investments | Mutual Funds | — | — | $19K | 0.1% | |
| TIAA Access T-C Sml Cap Eq T4 Registered investments | Mutual Funds | — | — | $16K | <0.1% | |
| TIAA Access T-C Lrg Cap Gr T4 Registered investments | Mutual Funds | — | — | $15K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 Guaranteed Investment Contract | Stable Value | — | — | $12K | <0.1% | |
| CREF Inflation-Linked Bond Rl Registered investments | Mutual Funds | — | — | $11K | <0.1% | |
| TIAA Access T-C Intl Equity T4 Registered investments | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access T-C RI Est Sec T4 Registered investments | Mutual Funds | — | — | $8K | <0.1% | |
| CREF Stock Rl Registered investments | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA Access T-C LifCyc 2050 T4 Registered investments 2,2 1 2 * TIAA Access T-C Mid Cap Grw T4 Registered investments | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA Access T-C Mid Cap Val T4 Registered investments | 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.
