Laurie Thompson signed The Denver Waldorf School Association's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Denver Waldorf School Association's EIN is 84-0717615.
Download the official 2023 Form 5500 (PDF) for The Denver Waldorf School Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Denver Waldorf School Association'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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $321 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $2.6M | 69.6% | |
| T. ROWE PRICE TROWEPRICE RET 2040 ADV MUTUAL FUND SHARES 0 | Other securities | — | — | $640K | 17.4% | |
| TIAA-CREF CREF SOCIAL CHOICE R1 0 | Mutual Funds | — | — | $451K | 12.3% | |
| T. ROWE PRICE TROWEPRICE RET 2045 ADV MUTUAL FUND SHARES 0 | Other securities | — | — | $423K | 11.5% | |
| T. ROWE PRICE TROWEPRICE RET 2035 ADV MUTUAL FUND SHARES 0 | Other securities | — | — | $302K | 8.2% | |
| NUVEEN BOND INDEX RET MUTUAL FUND SHARES 0 723 STATE STREET STATE STREET EQUTY 500 IDX ADM MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $277K | 7.5% | |
| T. ROWE PRICE TROWEPRICE RET 2030 ADV MUTUAL FUND SHARES 0 | Other securities | — | — | $209K | 5.7% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | Stable Value | — | — | $132K | 3.6% | |
| T. ROWE PRICE TROWEPRICE RET 2010 ADV MUTUAL FUND SHARES 0 | Other securities | — | — | $129K | 3.5% | |
| TIAA-CREF CREF STOCK R1 0 | Mutual Funds | — | — | $119K | 3.2% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R4 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $79K | 2.2% | |
| T. ROWE PRICE TROWEPRICE RET 2050 ADV MUTUAL FUND SHARES 0 | Other securities | — | — | $78K | 2.1% | |
| DEUTSCHE DWS SMCAP CORE S MUTUAL FUND SHARES 0 | Other securities | — | — | $77K | 2.1% | |
| FIDELITY ADV TOTAL BOND I MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $72K | 1.9% | |
| TIAA-CREF TIAA TRADITIONAL BENEFIT RESPONSIVE 0 | Mutual Funds | — | — | $67K | 1.8% | |
| TIAA-CREF CREF GLOBAL EQUITIES R1 0 | Mutual Funds | — | — | $63K | 1.7% | |
| T. ROWE PRICE TROWEPRICE RET 2015 ADV MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $60K | 1.6% | |
| T. ROWE PRICE TROWEPRICE RET 2020 ADV MUTUAL FUND SHARES 0 | Other securities | — | — | $57K | 1.6% | |
| T. ROWE PRICE TROWEPRICE RET 2060 ADV MUTUAL FUND SHARES 0 | Other securities | — | — | $49K | 1.3% | |
| TIAA-CREF CREF EQUITY INDEX R1 0 | Common Collective Trusts | — | — | $47K | 1.3% | |
| TIAA-CREF TIAA TRADITIONAL NON BENEFIT RESPONSIVE 0 | Mutual Funds | — | — | $42K | 1.1% | |
| PARTICIPANTS LOANS 6.5% TO 6.5% 0 | Bonds / Notes | — | — | $41K | 1.1% | |
| TIAA-CREF CREF GROWTH R1 0 | Mutual Funds | — | — | $32K | 0.9% | |
| TIAA-CREF CREF MONEY MARKET R1 0 | Mutual Funds | — | — | $29K | 0.8% | |
| T. ROWE PRICE TROWEPRICE RET 2055 ADV MUTUAL FUND SHARES 0 | Other securities | — | — | $25K | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $17K | 0.5% | |
| TIAA-CREF TIAA ACCESS LIFECYCLE 2045 T4 0 | Mutual Funds | — | — | $16K | 0.4% | |
| TIAA-CREF TIAA ACCESS LIFECYCLE 2035 T4 0 506 TIAA-CREF TIAA ACCESS LIFECYCLE 2040 T4 0 | Mutual Funds | — | — | $13K | 0.3% | |
| TIAA-CREF TIAA ACCESS LIFECYCLE 2030 T4 0 | Mutual Funds | — | — | $11K | 0.3% | |
| COLUMBIA MIDCAP INDX A MUTUAL FUND SHARES 0 | Other securities | — | — | $10K | 0.3% | |
| COLUMBIA SMCAP INDX A MUTUAL FUND SHARES 0 | Other securities | — | — | $7K | 0.2% | |
| TIAA-CREF TIAA ACCESS LIFECYCLE 2015 T4 0 | Mutual Funds | — | — | $6K | 0.2% | |
| TIAA-CREF TIAA ACCESS LIFECYCLE 2010 T4 0 | Mutual Funds | — | — | $6K | 0.2% | |
| TIAA-CREF CREF CORE BOND R1 0 | Mutual Funds | — | — | $5K | 0.1% | |
| PAX WORLD IMPAX SUSTAINABLE ALLOC INV MUTUAL FUND SHARES 0 | Other securities | — | — | $5K | 0.1% | |
| TIAA-CREF CREF INFLATION-LINKED BOND R1 0 | Mutual Funds | — | — | $4K | 0.1% | |
| JPMORGAN EQUITY INCOME R4 MUTUAL FUND SHARES 0 | Other securities | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA ACCESS LIFECYCLE 2020 T4 0 | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA ACCESS LIFECYCLE 2025 T4 0 | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA-CREF TIAA ACCESS LIFECYCLE 2050 T4 0 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
