ABBY Pontius signed Phoenix Country Day School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Country Day School's EIN is 86-0172671.
Download the official 2024 Form 5500 (PDF) for Phoenix Country Day School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix Country Day School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
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 | — | — | $41.2M | 86.3% | |
| [Assets held in pooled separate account] | Other | — | — | $497K | 1.0% | |
| TIAA REAL ESTATE X1 TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $488K | 1.0% | |
| [Assets held in participant loans] | Other | — | — | $277K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $9K | <0.1% |
