Tricia Line signed The Branson School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Branson School's EIN is 94-0338330.
Download the official 2024 Form 5500 (PDF) for The Branson School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Branson School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, automatic enrollment, 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 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP | 20-0361079 | — | ADVISOR | $32K | — |
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.
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