Jerry Mullaney signed The Head-Royce School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Head-Royce School's EIN is 94-1518656.
Download the official 2024 Form 5500 (PDF) for The Head-Royce School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Head-Royce School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOOD & STRONG LLP | 94-1254756 | — | NONE | $37K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $35K |
| — |
