Mary Babbitt signed The Gregory School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Gregory School's EIN is 86-0374130.
Download the official 2024 Form 5500 (PDF) for The Gregory School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Gregory School's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLSPRING FINANCIAL PARTNERS. | — | TUCSON, AZ | NONE | $15K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.0M | 45.0% | |
| CREF Stock Account | Mutual Funds | — | — | $1.3M | 11.6% | |
| CREF Growth Account | Mutual Funds | — | — | $1.2M | 10.8% | |
| TIAA Traditional Insurance Non Benefit Responsive | Mutual Funds | — | — | $942K | 8.5% | |
| CREF Money Market Account | Mutual Funds | — | — | $850K | 7.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $765K | 6.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $743K | 6.7% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $636K | 5.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $629K | 5.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $519K | 4.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $475K | 4.3% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $338K | 3.0% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $336K | 3.0% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $273K | 2.5% | |
| CREF Global Equities Account | Mutual Funds | — | — | $242K | 2.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $222K | 2.0% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $194K | 1.8% | |
| TIAA Access Lifecycle 2025 | Mutual Funds | — | — | $175K | 1.6% | |
| CREF Social Choice Account | Mutual Funds | — | — | $146K | 1.3% | |
| TIAA Access Lifecycle 2045 | Mutual Funds | — | — | $143K | 1.3% | |
| TIAA Access Lifecycle 2015 | Mutual Funds | — | — | $131K | 1.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $119K | 1.1% | |
| TIAA Access Lifecycle 2020 | Mutual Funds | — | — | $114K | 1.0% | |
| TIAA Access Lifecycle 2030 | Mutual Funds | — | — | $106K | 1.0% | |
| TIAA Real Estate | Mutual Funds | — | — | $91K | 0.8% | |
| CREF Bond Market Account | Mutual Funds | — | — | $72K | 0.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $62K | 0.6% | |
| TIAA Access Lifecycle 2040 | Mutual Funds | — | — | $51K | 0.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $42K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $28K | 0.3% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $19K | 0.2% | |
| TIAA Access Lifecycle 2050 | Mutual Funds | — | — | $16K | 0.1% | |
| DFA Five Year Global Fixed Income Port I | Mutual Funds | — | — | $14K | 0.1% | |
| TIAA Access Lifecycle 2055 | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard Federal Money Market Investment 510 * Vanguard Growth Index Admiral | Mutual Funds | — | — | $12K | 0.1% | |
| TIAA Access Lifecycle 2060 | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access Lifecycle 2035 | Mutual Funds | — | — | $10K | <0.1% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Mid Cap Index Admiral 818 * Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $5K | <0.1% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 818 Vanguard Small-Cap Value Index Adm Vanguard 0 | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $3K | <0.1% | |
| Participants Interest Rate at 9.5% Maturing on August 2027 | Bonds / Notes | — | — | $3K | <0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| DFA DRA U.S. Social Core Equity I | Mutual Funds | — | — | $2K | <0.1% |
