Kelly Young signed VAIL Mountain School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VAIL Mountain School's EIN is 84-0533775.
Download the official 2024 Form 5500 (PDF) for VAIL Mountain School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VAIL Mountain School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $67 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.9M | 82.9% | |
| [Assets held in pooled separate account] | Other | — | — | $265K | 2.8% | |
| TIAA-CREF REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $265K | 2.8% |
