Susan Lansverk signed University Preparatory Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Preparatory Academy's EIN is 91-0974344.
Download the official 2024 Form 5500 (PDF) for University Preparatory Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Preparatory Academy's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | NONE | $44K | — |
| ASCENSUS HOLDINGS, INC | 82-3719843 | BRAINERD, MN | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT | 45-4168388 |
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.
| — |
| NONE |
| $10K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Traditional Annuity Fixed Annuity Contracts | Other securities | — | — | $4.8M | 12.0% | |
| Nuveen LfCycle Index 2040 Mutual Fund | Mutual Funds | — | — | $3.5M | 8.8% | |
| Schwab S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.0M | 7.5% | |
| Stock Account Variable Annuity Account | Other securities | — | — | $2.9M | 7.2% | |
| Nuveen LfCycle Index 2035 Mutual Fund | Mutual Funds | — | — | $2.0M | 5.1% | |
| Growth Account Variable Annuity Account | Other securities | — | — | $1.7M | 4.3% | |
| Nuveen LfCycle Index 2050 Mutual Fund | Mutual Funds | — | — | $1.6M | 4.1% | |
| Nuveen LfCycle Index 2045 Mutual Fund | Mutual Funds | — | — | $1.6M | 4.0% | |
| Nuveen Intl Equity Index Mutual Fund | Common Collective Trusts | — | — | $1.6M | 4.0% | |
| Stock Account Variable Annuity Account | Other securities | — | — | $1.5M | 3.9% | |
| Social Choice Account Variable Annuity Account | Other securities | — | — | $1.5M | 3.7% | |
| Nuveen Large Cap Value Index Mutual Fund | Mutual Funds | — | — | $1.2M | 3.1% | |
| Social Choice Account Variable Annuity Account | Other securities | — | — | $1.2M | 3.0% | |
| Account Pooled Separate Account | Real Estate | — | — | $1.1M | 2.8% | |
| TIAA-CREF REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 2.8% | |
| Nuveen Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $1.1M | 2.8% | |
| Nuveen Small Cap Blend Index Mutual Fund | Mutual Funds | — | — | $1.1M | 2.7% | |
| Nuveen LfCycle Index 2020 Mutual Fund | Mutual Funds | — | — | $1.1M | 2.6% | |
| Vanguard Mid-Cap Idx Fund Mutual Fund | Common Collective Trusts | — | — | $1.0M | 2.6% | |
| Global Equities Account Variable Annuity Account | Other securities | — | — | $823K | 2.1% | |
| Vanguard Emr Mkts Stk Idx Fund Mutual Fund | Common Collective Trusts | — | — | $718K | 1.8% | |
| Nuveen LfCycle Index 2030 Mutual Fund | Mutual Funds | — | — | $620K | 1.6% | |
| Nuveen LfCycle Index 2025 Mutual Fund | Mutual Funds | — | — | $589K | 1.5% | |
| Nuveen LfCycle Index 2055 Mutual Fund | Mutual Funds | — | — | $538K | 1.3% | |
| TIAA Stable Value Fixed Annuity Contracts | Stable Value | — | — | $425K | 1.1% | |
| Equity Index Account Variable Annuity Account | Common Collective Trusts | — | — | $343K | 0.9% | |
| Vanguard Ttl Bd Mkt Idx Fund Mutual Fund | Common Collective Trusts | — | — | $263K | 0.7% | |
| Core Bond Account Variable Annuity Account | Other securities | — | — | $241K | 0.6% | |
| Vanguard Infl Protect Sec Fund Mutual Fund | Mutual Funds | — | — | $227K | 0.6% | |
| Money Market Account Variable Annuity Account | Cash / Money Market | — | — | $216K | 0.5% | |
| Nuveen LfCycle Index 2060 Mutual Fund | Mutual Funds | — | — | $214K | 0.5% | |
| Nuveen High Yield Mutual Fund | Mutual Funds | — | — | $155K | 0.4% | |
| MFS International New Discovery Fund Mutual Fund | Mutual Funds | — | — | $132K | 0.3% | |
| Nuveen LfCycle Index 2015 Mutual Fund | Mutual Funds | — | — | $123K | 0.3% | |
| Vanguard Ttl Intl Bd Idx Fund Mutual Fund | Common Collective Trusts | — | — | $116K | 0.3% | |
| PIMCO Total Return Fund Mutual Fund | Mutual Funds | — | — | $101K | 0.3% | |
| Participant notes receivable Interest rates from 4.25% to 9.5% -0- | Bonds / Notes | — | — | $87K | 0.2% | |
| Inflation-Linked Bond Account Variable Annuity Account | Other securities | — | — | $75K | 0.2% | |
| Access Large Cap Val T4 Variable Annuity Account | Other securities | — | — | $74K | 0.2% | |
| Access International Equity T4 Variable Annuity Account | Other securities | — | — | $45K | 0.1% | |
| Nuveen LfCycle Index 2065 Mutual Fund | Mutual Funds | — | — | $42K | 0.1% | |
| Access Mid-Cap Val T4 Variable Annuity Account | Other securities | — | — | $37K | <0.1% | |
| Access Sm-Cap Bl ldx T4 Variable Annuity Account | Other securities | — | — | $17K | <0.1% | |
| Access Real Est Secs T4 Variable Annuity Account | Other securities | — | — | $16K | <0.1% | |
| Plan Loan Default Fund Fixed Annuity Contracts | Other securities | — | — | $13K | <0.1% | |
| Access Large Cap Resource Equity T4 Variable Annuity Account | Other securities | — | — | $8K | <0.1% | |
| Access Core Bond Plus T4 Variable Annuity Account ** 649 Access Lifecycle 2040 T4 Variable Annuity Account | Other securities | — | — | $5K | <0.1% | |
| Access Lifecycle 2050 T4 Variable Annuity Account ** 614 Access Quant Sm-Cap Equity T4 Variable Annuity Account | Other securities | — | — | $5K | <0.1% |
