Joanne Margraves signed The Kinkaid School, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Kinkaid School, Inc.'s EIN is 76-0295523.
Download the official 2023 Form 5500 (PDF) for The Kinkaid School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Kinkaid School, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group | Mutual Funds | — | — | $9.8M | 12.7% | |
| TIAA | Mutual Funds | — | — | $9.3M | 12.1% | |
| The Vanguard Group | Mutual Funds | — | — | $5.4M | 7.0% | |
| The Vanguard Group | Mutual Funds | — | — | $4.9M | 6.4% | |
| The Vanguard Group | Mutual Funds | — | — | $4.4M | 5.8% | |
| The Vanguard Group | Mutual Funds | — | — | $4.0M | 5.2% | |
| MFS Investment Management | Mutual Funds | — | — | $3.9M | 5.0% | |
| Harbor Capital Advisors | Other securities | — | — | $3.7M | 4.8% | |
| CREF | Mutual Funds | — | — | $3.3M | 4.3% | |
| Fidelity | Mutual Funds | — | — | $2.8M | 3.6% | |
| American Funds | Mutual Funds | — | — | $2.7M | 3.5% | |
| The Vanguard Group | Mutual Funds | — | — | $2.6M | 3.4% | |
| The Vanguard Group | Mutual Funds | — | — | $2.4M | 3.1% | |
| The Vanguard Group | Mutual Funds | — | — | $2.3M | 3.0% | |
| CREF | Mutual Funds | — | — | $2.2M | 2.8% | |
| The Vanguard Group | Mutual Funds | — | — | $2.1M | 2.8% | |
| The Vanguard Group | Mutual Funds | — | — | $1.3M | 1.7% | |
| Prudential Retirement Insurance and Annuity Company | Common Stocks | — | — | $1.3M | 1.6% | |
| PRUDENTIAL PRINCIPAL PRESERVATION PRUDENTIAL · EIN 06-1050034 / PN 608 | Pooled Separate Account | — | — | $1.3M | 1.6% | |
| The Vanguard Group | Mutual Funds | — | — | $1.0M | 1.3% | |
| The Vanguard Group | Mutual Funds | — | — | $949K | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $857K | 1.1% | |
| CREF | Mutual Funds | — | — | $837K | 1.1% | |
| CREF | Mutual Funds | — | — | $535K | 0.7% | |
| CREF | Mutual Funds | — | — | $436K | 0.6% | |
| MassMutual Funds | Other securities | — | — | $406K | 0.5% | |
| J.P. Morgan Asset Management | Other securities | — | — | $393K | 0.5% | |
| TIAA | Mutual Funds | — | — | $334K | 0.4% | |
| The Vanguard Group | Mutual Funds | — | — | $283K | 0.4% | |
| T. Rowe Price | Other securities | — | — | $243K | 0.3% | |
| CREF | Mutual Funds | — | — | $240K | 0.3% | |
| Principal | Other securities | — | — | $217K | 0.3% | |
| TIAA | Mutual Funds | — | — | $213K | 0.3% | |
| TIAA | Mutual Funds | — | — | $179K | 0.2% | |
| TIAA | Mutual Funds | — | — | $158K | 0.2% | |
| TIAA | Mutual Funds | — | — | $142K | 0.2% | |
| CREF | Mutual Funds | — | — | $134K | 0.2% | |
| TIAA | Mutual Funds | — | — | $118K | 0.2% | |
| TIAA | Mutual Funds | — | — | $112K | 0.1% | |
| The Vanguard Group | Mutual Funds | — | — | $103K | 0.1% | |
| CREF | Mutual Funds | — | — | $103K | 0.1% | |
| TIAA | Mutual Funds | — | — | $67K | <0.1% | |
| American General Life Insurance Company | Common Stocks | — | — | $52K | <0.1% | |
| American General Life Insurance Company | Common Stocks | — | — | $39K | <0.1% | |
| TIAA | Mutual Funds | — | — | $38K | <0.1% | |
| American General Life Insurance Company | Common Stocks | — | — | $30K | <0.1% | |
| TIAA | Mutual Funds | — | — | $29K | <0.1% | |
| TIAA | Mutual Funds | — | — | $12K | <0.1% | |
| TIAA | Mutual Funds | — | — | $11K | <0.1% | |
| American General Life Insurance Company | Common Stocks | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
