Lochwood Larson signed Alcuin School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alcuin School's EIN is 75-1175632.
Download the official 2024 Form 5500 (PDF) for Alcuin School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alcuin 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 INS & ANNUITY ASSOC | 13-1624203 | — | RECORDKEEPER | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Ix 2035 R6 Fund | Mutual Funds | — | — | $1.4M | 8.1% | |
| Nuveen Lifecycle Ix 2030 R6 Fund | Mutual Funds | — | — | $1.3M | 7.2% | |
| Nuveen Lifecycle Ix 2020 R6 Fund | Mutual Funds | — | — | $1.0M | 6.0% | |
| Nuveen Lifecycle Ix 2045 R6 Fund | Mutual Funds | — | — | $994K | 5.7% | |
| Vanguard 500 Idx Adm Fund | Common Collective Trusts | — | — | $976K | 5.6% | |
| TIAA Traditional Benefit Responsive 2 Fund | Mutual Funds | — | — | $924K | 5.3% | |
| T Rowe Price All-Cap opport Inv Fund | Mutual Funds | — | — | $844K | 4.8% | |
| Nuveen Lifecycle Ix 2050 R6 Fund | Mutual Funds | — | — | $830K | 4.8% | |
| Nuveen Lifecycle Ix 2040 R6 Fund | Mutual Funds | — | — | $761K | 4.4% | |
| Nuveen Lifecycle Idx Ret Income R6 Fund | Common Collective Trusts | — | — | $714K | 4.1% | |
| TIAA Growth R1 Fund | Mutual Funds | — | — | $654K | 3.7% | |
| Nuveen Lifecycle Ix 2055 R6 Fund | Mutual Funds | — | — | $594K | 3.4% | |
| TIAA Stock R1 Fund | Mutual Funds | — | — | $551K | 3.2% | |
| Vanguard Dividend Growth Inv Fund | Mutual Funds | — | — | $451K | 2.6% | |
| American Fund New Perspective R6 Fund | Other securities | — | — | $441K | 2.5% | |
| TIAA Traditional Non Benefit Responsive Fund | Mutual Funds | — | — | $431K | 2.5% | |
| American Fund Washington Mut Inv R6 Fund | Other securities | — | — | $360K | 2.1% | |
| TIAA Traditional Benefit Responsive Fund | Mutual Funds | — | — | $313K | 1.8% | |
| PGM Total Return Bond Z Fund | Other securities | — | — | $273K | 1.6% | |
| American Fund EuroPac Growth R6 Fund | Other securities | — | — | $273K | 1.6% | |
| PIMCO Real Return Inst Class Fund | Mutual Funds | — | — | $267K | 1.5% | |
| Vanguard Small-scap Idx Adm Fund | Common Collective Trusts | — | — | $221K | 1.3% | |
| TIAA Traditional Non Benefit Responsive 2 Fund | Mutual Funds | — | — | $184K | 1.1% | |
| Vanguard Mid-Cap Idx Adm Fund | Common Collective Trusts | — | — | $169K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $157K | 0.9% | |
| generally due through 2030. | Other securities | — | — | $155K | 0.9% | |
| TIAA Money Market R1 Fund | Mutual Funds | — | — | $154K | 0.9% | |
| BlackRock High Yield Class K | Other securities | — | — | $149K | 0.9% | |
| Vanguard Real Estate Idx Adm Fund | Common Collective Trusts | — | — | $148K | 0.9% | |
| TIAA Global Equities R1 Fund | Mutual Funds | — | — | $147K | 0.8% | |
| Nuveen Lifecycle Idx 2065 R6 Fund | Common Collective Trusts | — | — | $106K | 0.6% | |
| TIAA Core Bond R1 Fund | Mutual Funds | — | — | $105K | 0.6% | |
| Janus Henderson Balanced T Fund | Mutual Funds | — | — | $102K | 0.6% | |
| TIAA Equity Index R1 Fund | Common Collective Trusts | — | — | $88K | 0.5% | |
| Eaton Vance Atl Cap SMID Ca R6 Fund | Other securities | — | — | $84K | 0.5% | |
| DFCEX DFA Emerging Mark CorEq2Prt I | Mutual Funds | — | — | $80K | 0.5% | |
| State Street Aggrgte Bnd Idx K | Common Collective Trusts | — | — | $60K | 0.3% | |
| Parnassus Endeavor Fund Inst Fund | Other securities | — | — | $52K | 0.3% | |
| Nuveen Lifecycle Idx 2060 R6 Fund | Common Collective Trusts | — | — | $42K | 0.2% | |
| Janus Henderson Triton I Fund | Mutual Funds | — | — | $40K | 0.2% | |
| TIAA Access Lifecycle 2035 T4 Fund | Mutual Funds | — | — | $39K | 0.2% | |
| TIAA STABLE VALUE Fund | Stable Value | — | — | $30K | 0.2% | |
| TIAA Social Choice R1 Fund | Mutual Funds | — | — | $28K | 0.2% | |
| TIAA Inflation-Linked Bond R1 Fund | Mutual Funds | — | — | $26K | 0.2% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $24K | 0.1% | |
| Wells Fargo Spec Md Cp Val Ins Fund | Other securities | — | — | $21K | 0.1% | |
| Wells Fargo Spec Sm Cp Val R6 Fund | Other securities | — | — | $21K | 0.1% | |
| TIAA Access Lifecycle 2045 T4 Fund ** 770 * TIAA Access Lifecycle 2050 T4 Fund | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Access Core Equity T4 Fund ** 748 * TIAA Access Intl Equity T4 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 Fund ** 143 * TIAA Access Mid-Cap Val T4 Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
