Westminster School's EIN is 73-0730839.
Download the official 2024 Form 5500 (PDF) for Westminster School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westminster School's plan includes ERISA 404(c) participant direction, 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 | — | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | LAWRENCE, KS | — | $11K | — |
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 Annuity (GSRA and SRA) | Mutual Funds | — | — | $2.6M | 20.0% | |
| State Street Equity 500 Index | Common Collective Trusts | — | — | $2.0M | 15.4% | |
| CREF Stock | Mutual Funds | — | — | $1.9M | 14.6% | |
| Nuveen International Equity Index Fund | Common Collective Trusts | — | — | $1.8M | 13.8% | |
| TIAA Traditional Annuity (RA) | Mutual Funds | — | — | $1.6M | 12.3% | |
| CREF Growth | Mutual Funds | — | — | $563K | 4.3% | |
| State Street Small/Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $511K | 3.9% | |
| Dimensional Fund Advisors LTIP Portfolio Fund | Mutual Funds | — | — | $337K | 2.5% | |
| Vanguard International Bond Index | Mutual Funds | — | — | $307K | 2.3% | |
| CREF Global Equities | Mutual Funds | — | — | $278K | 2.1% | |
| CREF Equity Index | Common Collective Trusts | — | — | $207K | 1.6% | |
| State Street Bond Index | U.S. Treasuries | — | — | $187K | 1.4% | |
| various maturities - | Other securities | — | — | $119K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $117K | 0.9% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $111K | 0.8% | |
| CREF Core Bond | Mutual Funds | — | — | $88K | 0.7% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $68K | 0.5% | |
| CREF Social Choice | Mutual Funds | — | — | $65K | 0.5% | |
| CREF Money Market | Mutual Funds | — | — | $63K | 0.5% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $49K | 0.4% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $44K | 0.3% | |
| BlackRock U.S. Total Bond Index | Other securities | — | — | $37K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
