David Mauger signed Independent School Collaborative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent School Collaborative's EIN is 88-3645602.
Download the official 2024 Form 5500 (PDF) for Independent School Collaborative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independent School Collaborative's plan includes a 403(b) annuity, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | NEW YORK, NY | ADVISOR | $279K | — |
| MCGUIRE WOODS | 54-0505857 | RICHMOND, VA | ADVISOR | $18K | — |
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | INVESTMENT ADVISOR | $2K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | WHITE PLAINS, NY | ADMINISTRATOR | $178K | — |
| INDEPENDENT SCHOOL COLLABORATIVE | 88-3645602 | WINSTON SALEM, NC | CONSULTING | $153K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $49.1M | 10.9% | |
| CREF Stock R1 | Mutual Funds | — | — | $32.9M | 7.3% | |
| CREF Growth R1 | Mutual Funds | — | — | $22.5M | 5.0% | |
| TIAA Trust, N.A Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $18.8M | 4.2% | |
| TIAA Trust, N.A Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $14.0M | 3.1% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $12.9M | 2.9% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $12.6M | 2.8% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $10.8M | 2.4% | |
| TIAA Trust, N.A Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $10.6M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREFF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $9.1M | 2.0% | |
| CREF Stock R2 | Mutual Funds | — | — | $8.9M | 2.0% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $8.6M | 1.9% | |
| TIAA Trust, N.A Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $8.3M | 1.8% | |
| TIAA Trust, N.A Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $7.8M | 1.7% | |
| TIAA Real Estate | Mutual Funds | — | — | $6.8M | 1.5% | |
| TIAA Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $6.5M | 1.5% | |
| CREF Stock R2 | Mutual Funds | — | — | $6.4M | 1.4% | |
| CREF Money Market R1 | Mutual Funds | — | — | $5.9M | 1.3% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $5.3M | 1.2% | |
| CREF Growth R2 | Mutual Funds | — | — | $4.9M | 1.1% | |
| TIAA Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $4.9M | 1.1% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $4.6M | 1.0% | |
| TIAA CREF Stock R1 | Mutual Funds | — | — | $4.6M | 1.0% | |
| TIAA Trust, N.A Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $4.3M | 1.0% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $3.8M | 0.8% | |
| CREF Stock R1 | Mutual Funds | — | — | $3.3M | 0.7% | |
| CREF Growth R2 | Mutual Funds | — | — | $3.2M | 0.7% | |
| TIAA Trust, N.A Vanguard Real Estate Idx Adm | Common Collective Trusts | — | — | $3.2M | 0.7% | |
| TIAA Access Nuv LifCyc 2040 T4 | Mutual Funds | — | — | $3.1M | 0.7% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $3.1M | 0.7% | |
| TIAA Trust, N.A Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $3.0M | 0.7% | |
| TIAA Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $2.9M | 0.7% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $2.9M | 0.6% | |
| TIAA CREF Growth R1 | Mutual Funds | — | — | $2.8M | 0.6% | |
| TIAA Trust, N.A Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $2.8M | 0.6% | |
| TIAA Access Nuv LifCyc 2045 T4 | Mutual Funds | — | — | $2.7M | 0.6% | |
| CREF Growth R1 | Mutual Funds | — | — | $2.6M | 0.6% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $2.6M | 0.6% | |
| TIAA CREF Stock R1 | Mutual Funds | — | — | $2.5M | 0.6% | |
| TIAA Registered Investment Company | Mutual Funds | — | — | $2.5M | 0.6% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $2.5M | 0.6% | |
| TIAA CREF Global Equities R1 | Mutual Funds | — | — | $2.4M | 0.5% | |
| TIAA CREF Stock R1 | Mutual Funds | — | — | $2.3M | 0.5% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $2.3M | 0.5% | |
| TIAA Access Nuv LifCyc 2035 T4 | Mutual Funds | — | — | $2.3M | 0.5% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $2.2M | 0.5% | |
| TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | — | $2.2M | 0.5% | |
| TIAA Access Nuv LifCyc 2030 T4 | Mutual Funds | — | — | $2.2M | 0.5% | |
| TIAA Access Nuv LifCyc 2050 T4 | Mutual Funds | — | — | $2.2M | 0.5% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $2.1M | 0.5% |
