David Mauger signed Westside School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westside School's EIN is 91-1151493.
Download the official 2024 Form 5500 (PDF) for Westside School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westside School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 | NEW YORK, NY | RECORDKEEPING | $269 | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Growth R1 | Mutual Funds | — | — | $931K | 20.1% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $614K | 13.3% | |
| TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | — | $503K | 10.9% | |
| CREF Money Market R1 | Mutual Funds | — | — | $390K | 8.4% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $327K | 7.1% | |
| CREF Stock R1 | Mutual Funds | — | — | $248K | 5.4% | |
| Fixed Annuity Contracts * TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $186K | 4.0% | |
| TIAA Access Lifecycle 2055 T4 | Mutual Funds | — | — | $138K | 3.0% | |
| TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | — | $131K | 2.8% | |
| Variable Annuity Accounts * CREF Core Bond R1 | Mutual Funds | — | — | $122K | 2.6% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $119K | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $117K | 2.5% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $106K | 2.3% | |
| TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | — | $103K | 2.2% | |
| TIAA Access Lifecycle 2030 T4 | Mutual Funds | — | — | $90K | 1.9% | |
| TIAA Access Lifecycle 2060 T4 | Mutual Funds | — | — | $50K | 1.1% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $45K | 1.0% | |
| Vanguard TTL Intl Stk Idx Adm | Common Collective Trusts | — | — | $37K | 0.8% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $36K | 0.8% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $28K | 0.6% | |
| American Europac Growth R6 | Other securities | — | — | $28K | 0.6% | |
| Dodge & Cox Income Fund - CL X 754 Vanguard Value Index Adm | Mutual Funds | — | — | $26K | 0.6% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $23K | 0.5% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $23K | 0.5% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $19K | 0.4% | |
| Vanguard Real Estate Idx Adm | Common Collective Trusts | — | — | $17K | 0.4% | |
| Participant Loans * Participants Interest Rates 9.50% | Bonds / Notes | — | — | $11K | 0.2% | |
| TIAA Access Lifecycle 2025 T4 | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $9K | 0.2% | |
| State Street Equity 500 Indx K | Other securities | — | — | $8K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
