Rather Stanton signed The BUSH School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The BUSH School's EIN is 91-0161095.
Download the official 2024 Form 5500 (PDF) for The BUSH School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The BUSH School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | TRUSTEE CUSTODIAL SERVICE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA | Mutual Funds | — | — | $6.2M | 12.6% | |
| CREF | Mutual Funds | — | — | $6.0M | 12.1% | |
| Vanguard | Mutual Funds | — | — | $3.0M | 6.0% | |
| CREF | Mutual Funds | — | — | $2.0M | 4.0% | |
| Schwab | Mutual Funds | — | — | $1.9M | 3.8% | |
| Fidelity | Mutual Funds | — | — | $1.9M | 3.8% | |
| Dodge & Cox | Mutual Funds | — | — | $1.9M | 3.8% | |
| Vanguard | Mutual Funds | — | — | $1.5M | 3.1% | |
| Vanguard | Mutual Funds | — | — | $1.5M | 3.0% | |
| CREF | Mutual Funds | — | — | $1.5M | 2.9% | |
| DFA | Mutual Funds | — | — | $1.3M | 2.6% | |
| Vanguard | Mutual Funds | — | — | $1.2M | 2.4% | |
| CREF | Mutual Funds | — | — | $1.2M | 2.4% | |
| CREF | Mutual Funds | — | — | $1.2M | 2.4% | |
| CREF | Mutual Funds | — | — | $1.1M | 2.3% | |
| Vanguard | Mutual Funds | — | — | $1.1M | 2.2% | |
| DFA | Mutual Funds | — | — | $1.1M | 2.2% | |
| Vanguard | Mutual Funds | — | — | $1.0M | 2.1% | |
| DFA | Mutual Funds | — | — | $944K | 1.9% | |
| Vanguard | Mutual Funds | — | — | $935K | 1.9% | |
| Vanguard | Mutual Funds | — | — | $867K | 1.7% | |
| Vanguard | Mutual Funds | — | — | $831K | 1.7% | |
| DFA | Mutual Funds | — | — | $819K | 1.6% | |
| Vanguard | Mutual Funds | — | — | $788K | 1.6% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $758K | 1.5% | |
| Fidelity | Mutual Funds | — | — | $739K | 1.5% | |
| Vanguard | Mutual Funds | — | — | $662K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $614K | 1.2% | |
| TIAA | Mutual Funds | — | — | $588K | 1.2% | |
| Vanguard | Mutual Funds | — | — | $572K | 1.2% | |
| Nuveen | Mutual Funds | — | — | $483K | 1.0% | |
| Vanguard | Mutual Funds | — | — | $403K | 0.8% | |
| DFA | Mutual Funds | — | — | $386K | 0.8% | |
| CREF | Mutual Funds | — | — | $286K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $278K | 0.6% | |
| CREF | Mutual Funds | — | — | $243K | 0.5% | |
| Oakmark | Other securities | — | — | $233K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $204K | 0.4% | |
| TIAA | Mutual Funds | — | — | $192K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $183K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $143K | 0.3% | |
| Notes receivable from participants | Other securities | — | — | $130K | 0.3% | |
| TIAA | Mutual Funds | — | — | $105K | 0.2% | |
| TIAA | Mutual Funds | — | — | $96K | 0.2% | |
| TIAA | Mutual Funds | — | — | $86K | 0.2% | |
| TIAA | Mutual Funds | — | — | $82K | 0.2% | |
| TIAA | Mutual Funds | — | — | $70K | 0.1% | |
| TIAA | Mutual Funds | — | — | $63K | 0.1% | |
| TIAA | Mutual Funds | — | — | $62K | 0.1% | |
| TIAA | Mutual Funds | — | — | $54K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 06-1397347 |
| — |
| INVESTMENT ADVISOR |
| $61K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | GLASTONBURY, CT | SERVICE PROVIDER | $3K | — |
