Derrick Godornes signed Lakeside School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakeside School's EIN is 91-0564971.
Download the official 2024 Form 5500 (PDF) for Lakeside School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lakeside School's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC; SCOTT MER | 41-1416330 | — | NONE | $37K | — |
| CLARK NUBER | 91-1194016 | — | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| Value * Various 403(b) annuity contracts and custodial accounts | Other securities | — | — | $102.7M | 99.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.3M | 2.3% | |
| Participant loans Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $74K | <0.1% |
| $22K |
| — |
