Max Beron signed Hamlin Robinson School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hamlin Robinson School's EIN is 91-1344121.
Download the official 2023 Form 5500 (PDF) for Hamlin Robinson School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Hamlin Robinson School'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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $25 | — |
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 Social Choice R1 | Mutual Funds | — | — | $2.3M | 42.0% | |
| TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | — | $707K | 12.7% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $465K | 8.4% | |
| TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | — | $286K | 5.1% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $245K | 4.4% | |
| TIAA Access Intl Equity T4 | Mutual Funds | — | — | $187K | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $145K | 2.6% | |
| CREF Stock R1 | Mutual Funds | — | — | $144K | 2.6% | |
| TIAA Access Lg-Cap Res EQ T4 | Mutual Funds | — | — | $129K | 2.3% | |
| TIAA Access Lg-Cap Val T4 | Mutual Funds | — | — | $124K | 2.2% | |
| CREF Money Market R1 | Mutual Funds | — | — | $114K | 2.1% | |
| TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | — | $92K | 1.7% | |
| TIAA Access Lg-Cap Gr T4 | Mutual Funds | — | — | $85K | 1.5% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $78K | 1.4% | |
| TIAA Access Mid-Cap Val T4 | Mutual Funds | — | — | $72K | 1.3% | |
| TIAA Access Quant Sml Cp Eq T4 | Mutual Funds | — | — | $61K | 1.1% | |
| CREF Growth R1 | Mutual Funds | — | — | $55K | 1.0% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 | Mutual Funds | — | — | $44K | 0.8% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $38K | 0.7% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $34K | 0.6% | |
| TIAA Access Sm-Cap Bl Idx T4 | Common Collective Trusts | — | — | $33K | 0.6% | |
| TIAA Access Mid-Cap Gr T4 | Mutual Funds | — | — | $29K | 0.5% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $23K | 0.4% | |
| TIAA Access Lifecycle 2040 T4 | Mutual Funds | — | — | $19K | 0.3% | |
| Participants Participant Loans Rate at 4.50% - | Bonds / Notes | — | — | $5K | <0.1% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $5K | <0.1% | |
| TIAA Access Money Market T4 | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA Access Lifecycle 2020 T4 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
