CHAD Stacy signed Sun Valley Community School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sun Valley Community School, Inc.'s EIN is 82-0307094.
Download the official 2024 Form 5500 (PDF) for Sun Valley Community School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun Valley Community School, Inc.'s plan includes a 403(b) annuity, ERISA 404(c) participant direction, 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 | 13-1624203 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS BRANCH | 74-3257877 | — | ADVISOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock R1 Variable Annuities - Other | Mutual Funds | — | — | $5.8M | 20.7% | |
| TIAA Traditional Non Benefit Responsive Insurance Contract | Mutual Funds | — | — | $4.0M | 14.3% | |
| CREF Growth R1 Variable Annuities - Other | Mutual Funds | — | — | $1.5M | 5.2% | |
| Nuveen Lfcyle Idx 2050- Rtmt Mutual Fund | Common Collective Trusts | — | — | $1.4M | 4.9% | |
| Nuveen S& P 500 Idx- Rtmt Mutual Fund | Common Collective Trusts | — | — | $1.4M | 4.8% | |
| Vanguard 500 Idx Adm Mutual Fund | Common Collective Trusts | — | — | $1.3M | 4.5% | |
| PGIM Jennison Growth Z Mutual Fund | Other securities | — | — | $1.0M | 3.7% | |
| TIAA Traditional Benefit Responsive Insurance Contract | Mutual Funds | — | — | $1.0M | 3.7% | |
| Vanguard Devlopd Mkts Idx Adm Mutual Fund | Common Collective Trusts | — | — | $841K | 3.0% | |
| CREF Global Equities R1 Variable Annuities - Other | Mutual Funds | — | — | $802K | 2.8% | |
| CREF Equity Index R1 Variable Annuities - Other | Common Collective Trusts | — | — | $777K | 2.8% | |
| TIAA Traditional Non Benefit Responsive 2 Insurance Contract | Mutual Funds | — | — | $771K | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $672K | 2.4% | |
| CREF Social Choice R1 Variable Annuities - Other | Mutual Funds | — | — | $599K | 2.1% | |
| Parnassus Core Equity Inst Mutual Fund | Other securities | — | — | $510K | 1.8% | |
| Vanguard Small- Cap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $375K | 1.3% | |
| Nuveen Lfcyle Idx 2040- Rtmt Mutual Fund | Common Collective Trusts | — | — | $346K | 1.2% | |
| Nuveen Lfcyle Idx 2030- Rtmt Mutual Fund | Common Collective Trusts | — | — | $332K | 1.2% | |
| Nuveen Lfcyle Idx 2035- Rtmt Mutual Fund | Common Collective Trusts | — | — | $316K | 1.1% | |
| Columbia Dividend Income Inst2 Mutual Fund | Other securities | — | — | $307K | 1.1% | |
| Nuveen Lfcyle Idx 2055- Rtmt Mutual Fund | Common Collective Trusts | — | — | $302K | 1.1% | |
| Western Asset Core Plus Bnd IS Mutual Fund | Other securities | — | — | $296K | 1.0% | |
| Nuveen Lfcyle Idx 2060- Rtmt Mutual Fund | Common Collective Trusts | — | — | $263K | 0.9% | |
| CREF Money Market R1 Money Market Fund | Mutual Funds | — | — | $257K | 0.9% | |
| Vanguard Short Gvt Bd Idx Adm Mutual Fund | Common Collective Trusts | — | — | $236K | 0.8% | |
| Nuveen Lfcyle Idx 2045- Rtmt Mutual Fund | Common Collective Trusts | — | — | $224K | 0.8% | |
| Vanguard Emr Mkts Stk Idx Adm Mutual Fund | Common Collective Trusts | — | — | $189K | 0.7% | |
| Nuveen Money Market- Rtmt Money Market Fund | Mutual Funds | — | — | $175K | 0.6% | |
| TIAA Access Lifecycle 2025 T4 Mutual Fund | Mutual Funds | — | — | $150K | 0.5% | |
| Nuveen Lfcyle Idx 2025- Rtmt Mutual Fund | Common Collective Trusts | — | — | $146K | 0.5% | |
| TIAA Access Growth & Income T4 Mutual Fund | Mutual Funds | — | — | $139K | 0.5% | |
| CREF Core Bond R1 Variable Annuities - Other | Mutual Funds | — | — | $130K | 0.5% | |
| Principal MidCap Institutional Mutual Fund | Other securities | — | — | $128K | 0.5% | |
| Western Asset Infl Idx Pl Bd I Mutual Fund | Common Collective Trusts | — | — | $119K | 0.4% | |
| TIAA Access Lifecycle 2040 T4 Mutual Fund | Mutual Funds | — | — | $117K | 0.4% | |
| Principal Real Estate Sec Inst Mutual Fund | Other securities | — | — | $114K | 0.4% | |
| TIAA Access Lifecycle 2020 T4 Mutual Fund | Mutual Funds | — | — | $92K | 0.3% | |
| TIAA Access Social Ch Eq T4 Mutual Fund | Mutual Funds | — | — | $88K | 0.3% | |
| TIAA Access Lifecycle 2030 T4 Mutual Fund | Mutual Funds | — | — | $85K | 0.3% | |
| TIAA Access Real Est Secs T4 Mutual Fund | Mutual Funds | — | — | $74K | 0.3% | |
| TIAA Access Sm- Cap Bl Idx T4 Mutual Fund | Common Collective Trusts | — | — | $72K | 0.3% | |
| Janus Henderson Triton T Mutual Fund | Mutual Funds | — | — | $71K | 0.3% | |
| CREF Inflation-Linked Bond R1 Variable Annuities - Other | Mutual Funds | — | — | $68K | 0.2% | |
| Nuveen Lfcyle Idx 2020- Rtmt Mutual Fund | Common Collective Trusts | — | — | $62K | 0.2% | |
| TIAA Access Lg-Cap Val T4 Mutual Fund | Mutual Funds | — | — | $61K | 0.2% | |
| BlackRock US Total Bond Ix K Mutual Fund | Other securities | — | — | $53K | 0.2% | |
| Nuveen Lfcyle Idx 2065- Rtmt Mutual Fund | Common Collective Trusts | — | — | $49K | 0.2% | |
| Nuveen Lfcyle Idx 2010- Rtmt Mutual Fund | Common Collective Trusts | — | — | $42K | 0.1% | |
| MS International Advantage I Mutual Fund | Other securities | — | — | $40K | 0.1% | |
| TIAA Access Sml Cp Eq T4 Mutual Fund | Mutual Funds | — | — | $40K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
